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B
Johor Bahru is just across the Causeway , so no need for Micron to build a new town 😆😆😆
Tuesday at 4:00 PM
On December 2, 2025, the Taiwan’s High Prosecutor’s Office announced criminal indictments against a subsidiary of Japanese company Tokyo...
Tuesday at 3:47 PM
If you want to talk about AI bubbles, the valuations of these AI chip VC investments are Deja Vue of the Dot Com era.
AI and EDA is a...
Tuesday at 1:51 PM
S
Paul, can you provide links to what are these open source tools that are getting non-trivial usage?
Tuesday at 1:46 PM
S
So far, the only thing "eating" the EDA triopoly were the niche, open-source tools, which are now getting mature enough for taping out...
Tuesday at 1:45 PM
P
So far, the only thing "eating" the EDA triopoly were the niche, open-source tools, which are now getting mature enough for taping out...
Tuesday at 12:49 PM
M
100% agree. I was asked by a Client how to change a process from BSPD to FSPD and I said, "its a different animal. I dont even think I...
Tuesday at 10:08 AM
M
I have worked with multiple factories in Singapore. US can get within 5% on Fab wafer cost (Singapore can be expensive on many items)...
Tuesday at 10:01 AM
M
Micron NAND center of excellence is Singapore. and Singapore grants are equivalent or better than they best Chips act grants. Given...
Tuesday at 9:58 AM
I
I'm sure they do -- but trust me, the differences between BSPD and FSPD are *far* bigger than just some different options in either...
Tuesday at 8:57 AM
Why Singapore? The current administration is not going to be happy about this!
Tuesday at 8:53 AM
B
its trending on x.com.
ChatGPT is charging NFL rates. I appreciate Sam's hustle.
Tuesday at 8:41 AM
M
Intel has 4x as many process options on 18A as they do customers interested in working with IFS LOL
Tuesday at 8:38 AM
D
The chart has some errors or omissions.
For Taiwan, major players like UMC, Micron, and PSMC are not listed.
For Singapore, only VIS...
Tuesday at 8:31 AM
This is a classic case where capex discipline was necessary, but the lack of manufacturing optionality and poor demand timing caused...
Tuesday at 7:27 AM