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That bears on our current discussion (you and myself, I'm working on an effort post when I have time), of "Is the IDM model fatal?"...
Jan 25, 2026
1. DC was up, and given they cannibalized ccg, I don't think that is the case, they had nothing to sell even with clients wanting to buy...
Jan 25, 2026
18A does not have a better margins today or throughout most of 2026. Margins go down the more 18A ramps. Margins on 18A are negative...
Jan 25, 2026
Whatever the number, it's important to note that the problematic SKUs are only a small part of the entire Raptor Lake lineup, which has...
Jan 25, 2026
I have seen estimates on this, I didn't think it was material and OEMs didnt seem concerned.
how many units do you think are being...
Jan 25, 2026
I agree with you -
Though the only scenario I can think of this making sense is if the cloud companies decided to do a large # of...
Jan 25, 2026
The Wall Street Journal has a different take on this 4% issue than I did. They propose it was due to not being able to meet demand for...
Jan 25, 2026
I'm very unsure...
Jan 25, 2026
Personally I think it's impossible...
Jan 25, 2026
K
Lets say that OpenAI States that they do not see a time where they can make money and Investors state that spending needs to be flat...
Jan 25, 2026
E
It's hard to say only because we don't know how much capacity Intel would have booked if they went full outsource instead of building...
Jan 25, 2026
S
It's hard to say only because we don't know how much capacity Intel would have booked if they went full outsource instead of building...
Jan 25, 2026
If this is the way CC Wei and TSMC see it then I think the chance of a bubble popping in the next few years is extremely low:
TSMC 4Q25...
Jan 25, 2026
On one hand, I hope you're right. On the other hand -- 5 years is an EXTREMELY long time these days.. :)
Jan 25, 2026
Malcolm's numbers may apply to semiconductor IDMs but certainly not the foundry business which is all about AI right now. If I had to...
Jan 25, 2026
That bears on our current discussion (you and myself, I'm working on an effort post when I have time), of "Is the IDM model fatal?"...
Like.
Lets say that OpenAI States that they do not see a time where they can make money and Investors state that spending needs to be flat...
Xebec reacted to SailorBob's post in the thread Semiconductor Market Update January 2026 Future Horizons with