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Micron Technology competes with South Korea’s Samsung Electronics and SK Hynix in the memory-chip sector.© Justin Sullivan/Getty Images...
Jan 19, 2026
This is a strange situation is that Intel claimed the bundled memory makes the Lunar Lake too expensive for OEM customers. I don't...
Jan 19, 2026
My question is: if those PC sales are mostly replacements for older PCs, what will be the implications? Intel may say that AI PCs will...
Jan 19, 2026
S
"Xi also stressed the need to push ahead with his anti-corruption campaign, calling for the ruling Communist Party to enforce strict...
Jan 19, 2026
B
Lets see what the intel report out shows in this quarter and next quarter. Not sure all of the impacts and what changes Intel makes. I...
Jan 19, 2026
Even though the methods of realization are different, I think it can be said that LBT agreed with Gelsinger's ideas to some extent when...
Jan 19, 2026
After two decades of setbacks and failures tied to Intel’s management missteps, it’s reasonable to ask whether these failures are truly...
Jan 19, 2026
M
Lets see what the intel report out shows in this quarter and next quarter. Not sure all of the impacts and what changes Intel makes. I...
Jan 19, 2026
K
Packaging at a different location is normal, but separated FEOL and BEOL is not, if you're doing HVM.
Jan 19, 2026
K
The shipping of wafers to China is an interruption in an otherwise smooth flow; it would be much easier for them to have a non-EUV flow...
Jan 19, 2026
K
"Xi also stressed the need to push ahead with his anti-corruption campaign, calling for the ruling Communist Party to enforce strict...
Jan 19, 2026
S
"Xi also stressed the need to push ahead with his anti-corruption campaign, calling for the ruling Communist Party to enforce strict...
Jan 19, 2026
D
The OECD's 2025 policy paper, "The Chip Landscape: Geographical Distribution of Wafer Fabrication Capacity," provides a comprehensive...
Jan 19, 2026
B
PE is rear looking.
Jan 19, 2026
L
I'm not sure it matters a lot for my thesis, as long as the difference is not "huge." See dkr1986's reply for that sort of analysis...
Jan 19, 2026
Daniel Nenni posted the thread Micron to buy chip plant for $1.8 billion. Why that raises market concerns. in SemiWiki Main Forum ( Ask the Experts! ).Micron Technology competes with South Korea’s Samsung Electronics and SK Hynix in the memory-chip sector.© Justin Sullivan/Getty Images...
hist78 replied to the thread Lip-Bu Tan Update on 18A and 14A.This is a strange situation is that Intel claimed the bundled memory makes the Lunar Lake too expensive for OEM customers. I don't...
Like.
"Xi also stressed the need to push ahead with his anti-corruption campaign, calling for the ruling Communist Party to enforce strict...
Haha.
"Xi also stressed the need to push ahead with his anti-corruption campaign, calling for the ruling Communist Party to enforce strict...