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S
Building semiconductor manufacturing in the US is an insurance policy. The focus has been on logic since the majority of leading edge...
Jan 12, 2026
Building commodity products in the US? I like to see how that works without heavy subsidy or tariff protection.
Of course, if the...
Jan 12, 2026
B
Building commodity products in the US? I like to see how that works without heavy subsidy or tariff protection.
Of course, if the...
Jan 12, 2026
Building semiconductor manufacturing in the US is an insurance policy. The focus has been on logic since the majority of leading edge...
Jan 12, 2026
Article on Linkedin in says they are breaking ground this week on $100Bn expansion in Upstate New York.
Jan 12, 2026
Breaking ground doesn't mean HVM
Jan 12, 2026
Do not underestimate Lip-Bu Tan, Trump and Mubadala. Deals can be made.
Jan 12, 2026
S
Breaking ground doesn't mean HVM
Jan 12, 2026
S
Not happening cause China
Jan 12, 2026
GF has a new CEO, he was the COO so expect changes. Before joining GlobalFoundries, Tim Breen was on the senior leadership team at...
Jan 12, 2026
B
Oddly GF appears to be centralising FAB planning, process and various other FAB functions offsite in Penang Malaysia, which seems odd as...
Jan 12, 2026
B
Article on Linkedin in says they are breaking ground this week on $100Bn expansion in Upstate New York.
Jan 12, 2026
V
Again, we see another article from China pushing propaganda. TSMC is a Taiwan-based company with absolutely no connection to China. Keep...
Jan 11, 2026
F
HBM consumes most of the DRAM but is the AI priority, then you have the LTAs, but even the latter may be vulnerable, as indicated in the...
Jan 11, 2026
W
Yes, I totally agree that it’s a pro-Korea news source. Sometimes I think TrendForce just wants to report surprising things quickly and...
Jan 11, 2026
Like.
Building semiconductor manufacturing in the US is an insurance policy. The focus has been on logic since the majority of leading edge...
Daniel Nenni reacted to bilau's post in the thread Exclusive: Jensen Huang’s Remark Sparks Storage Rally—Phison CEO Responds from CES with