Array
(
[content] =>
[params] => Array
(
[0] => /forum/whats-new/latest-activity?before_id=105950
)
[addOns] => Array
(
[DL6/MLTP] => 13
[Hampel/TimeZoneDebug] => 1000070
[SV/ChangePostDate] => 2010200
[SemiWiki/Newsletter] => 1000010
[SemiWiki/WPMenu] => 1000010
[SemiWiki/XPressExtend] => 1000010
[ThemeHouse/XLink] => 1000970
[ThemeHouse/XPress] => 1010570
[XF] => 2030970
[XFI] => 1060170
)
[wordpress] => /var/www/html
)
You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please,
join our community today !
JavaScript is disabled. For a better experience, please enable JavaScript in your browser before proceeding.
You are using an out of date browser. It may not display this or other websites correctly.
You should upgrade or use an
alternative browser .
Nvidia invests $2 billion in CoreWeave to boost data center build-out
Jan 26 (Reuters) - Nvidia has invested $2 billion in CoreWeave...
Jan 26, 2026
M
Intel is not limited on capacity from TSMC. Only IFS is a problem. and a reminder. Intel is constrained while their revenue drops. No...
Jan 26, 2026
M
Couple items:
the 2nd largest foundry commitment in 2030 was made for external foundry. they said they would be number 2 overall...
Jan 26, 2026
P
I believe not by an inch, as this is part of the plan. A textbook 1938 reenaction – you get a totalitarian regime, but still with a bit...
Jan 26, 2026
M
thats the way all these things work. Lots of hype, some applications scream about it. lots of PR disasters. 10% failure rate under test...
Jan 26, 2026
D
Capital expenditure is investment for future growth of the business. Also in semiconductor industry, an investment in R&D done now is at...
Jan 26, 2026
J
Btw. There was "small" purge few days ago. Wonder how it changes decision making.
Jan 26, 2026
A
Ukraine which has already automated much of warfare, be the first to use AI/ML to control and maximize their weaponry?
Jan 26, 2026
A
I see both robotics and AI becoming the ultimate powerful combination of forces to change almost everything they touch. Including...
Jan 26, 2026
A
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 26, 2026
A
As long as the customers really follow thru and give the wafer agreements one can look clearly at past CapEx and predict the revenue and...
Jan 26, 2026
Y
May be to re-use all the DDR4 ram they have now that DDR5 is too expensive.
Jan 26, 2026
S
bad decisions regarding products
Jan 26, 2026
I
People are bullish on Bullish.
Jan 25, 2026
M
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
Daniel Nenni posted the thread Nvidia has been very busy! in SemiWiki Main Forum ( Ask the Experts! ).Nvidia invests $2 billion in CoreWeave to boost data center build-out Jan 26 (Reuters) - Nvidia has invested $2 billion in CoreWeave...
Like.
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...
