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https://www.tomshardware.com/pc-components/ram/data-centers-will-consume-70-percent-of-memory-chips-made-in-2026-supply-shortfall-will-ca...
Jan 19, 2026
P
Few microscopic fabs may be doing very important things, like radio amps, or special analog part which cannot be done by any other...
Jan 19, 2026
P
The OECD's 2025 policy paper, "The Chip Landscape: Geographical Distribution of Wafer Fabrication Capacity," provides a comprehensive...
Jan 19, 2026
P
Mainland China's domestic tech industry grew largely independent of contract manufacturing, it was small. Only few firms who managed to...
Jan 18, 2026
P
I would bet this is not egos, but simply old age dementia. You would think of it, if your own old man would behave like any of them...
Jan 18, 2026
P
Outsourcing packaging to low labour cost locations was never a big problem for the industry operations-wise.
There is a lot of...
Jan 18, 2026
P
They are having a big generational shift in their staff these days
Jan 18, 2026
P
More TSMC investment in US would mean huge overcapacity following a crash, and even more overcapacity. And we are staring at the...
Jan 18, 2026
P
My wife used to be an avid reader of The Economist for decades. I think they know as much about the semiconductor industry as I do...
Jan 18, 2026
P
Taiwan having nukes in seventies would've led to the resolute victory against the opponent who simply didn't have much of radars, jet...
Jan 18, 2026
P
On the opposite, Republic's and mainlands relationship were never of a dialogue, but a very precarious ceasefire with some trade, and...
Jan 18, 2026
PE is rear looking.
Jan 18, 2026
P
Taiwan was developing nukes in the 1970s and 1980s but the US opposed it. We probably regret that now. Taiwan having nukes could give...
Jan 18, 2026
F
This is where many companies are going.
All in China ecosystem.
We have customers who do not want their data to leave China for...
Jan 18, 2026
X
PE is rear looking.
Jan 18, 2026
Like.
The OECD's 2025 policy paper, "The Chip Landscape: Geographical Distribution of Wafer Fabrication Capacity," provides a comprehensive...
Daniel Nenni reacted to XYang2023's post in the thread Jim Cramer Says “Once They Cleaned Up the Balance Sheet, Intel Instantly Became a Much Better Story” with