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The "copper cliff" is the biggest bottleneck in the data center today, but a new startup with a weird name thinks they’ve found a way to...
Jan 27, 2026
B
Johor Bahru is just across the Causeway , so no need for Micron to build a new town 😆😆😆
Jan 27, 2026
On December 2, 2025, the Taiwan’s High Prosecutor’s Office announced criminal indictments against a subsidiary of Japanese company Tokyo...
Jan 27, 2026
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...
Jan 27, 2026
S
Paul, can you provide links to what are these open source tools that are getting non-trivial usage?
Jan 27, 2026
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...
Jan 27, 2026
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...
Jan 27, 2026
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...
Jan 27, 2026
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)...
Jan 27, 2026
M
Micron NAND center of excellence is Singapore. and Singapore grants are equivalent or better than they best Chips act grants. Given...
Jan 27, 2026
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...
Jan 27, 2026
Why Singapore? The current administration is not going to be happy about this!
Jan 27, 2026
B
its trending on x.com.
ChatGPT is charging NFL rates. I appreciate Sam's hustle.
Jan 27, 2026
M
Intel has 4x as many process options on 18A as they do customers interested in working with IFS LOL
Jan 27, 2026
D
The chart has some errors or omissions.
For Taiwan, major players like UMC, Micron, and PSMC are not listed.
For Singapore, only VIS...
Jan 27, 2026
Daniel Nenni posted the thread Networking Is Getting An Upgrade with Ian Cutress in SemiWiki Main Forum ( Ask the Experts! ).The "copper cliff" is the biggest bottleneck in the data center today, but a new startup with a weird name thinks they’ve found a way to...
Like.
So far, the only thing "eating" the EDA triopoly were the niche, open-source tools, which are now getting mature enough for taping out...