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There is no "another USG investment in Intel" that I saw? did i miss it???
LBT is the deal maker. Stock more than Doubled since he took...
Jan 9, 2026
D
From what we've seen the wafer cost increase with N2 is bigger than the die area saving compared to N3, so for the same function an N2...
Jan 9, 2026
C
I am pretty skeptical. I think it would be difficult to integrate a glass electrolyte with existing continuous roll to roll web...
Jan 9, 2026
K
Great report.
I really do not understand why Micron does not have grander expansion plans. Are they not as competitive as Samsung and...
Jan 9, 2026
K
There is no "another USG investment in Intel" that I saw? did i miss it???
LBT is the deal maker. Stock more than Doubled since he took...
Jan 9, 2026
M
There is no "another USG investment in Intel" that I saw? did i miss it???
LBT is the deal maker. Stock more than Doubled since he took...
Jan 9, 2026
I
Don't know, we only use HD libraries -- HP libraries are faster but also less efficient (partly because density is lower so interconnect...
Jan 9, 2026
Is the performance of an N2 HD library circuit close or equal to N3 HP libraries?
Jan 9, 2026
From what we've seen the wafer cost increase with N2 is bigger than the die area saving compared to N3, so for the same function an N2...
Jan 9, 2026
Elon Musk and Trump was interesting. Lip-Bu is a very experienced international businessman. Hopefully the conversation will be fruitful...
Jan 9, 2026
Intel gains after a favorable post from Trump
Intel continued its strong 2026 start by rising early Friday, following a favorable online...
Jan 9, 2026
Great report.
I really do not understand why Micron does not have grander expansion plans. Are they not as competitive as Samsung and...
Jan 9, 2026
A single remark from Jensen Huang was enough to jolt the global storage market. During his CES keynote, the Nvidia CEO described a new...
Jan 9, 2026
M
TSMC's 2nm chips are officially launched.
On December 29, 2022, TSMC announced the mass production of its 3nm wafer foundry process.
In...
Jan 9, 2026
A close-up image shows a computer chip labeled “AI” connected to a circuit board illuminated with green light. Photo: Immo Wegmann /...
Jan 9, 2026