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Is this the golden age of the semis industry? Even if the AI bubble pops, it feels like big tech, especially with cloud computing...
Jan 28, 2026
S
Is this good or bad? Is this the golden age or ASML seeing the AI bubble pop and trying to prepare for the upcoming crash? 😲...
Jan 28, 2026
Custom silicon only creates value when software, tools, and deployment are co-developed alongside it—otherwise, even the most advanced...
Jan 28, 2026
How are engineers today balancing multi-protocol wireless support, ultra-low-power operation, and edge intelligence when designing SoCs...
Jan 28, 2026
That is why chip companies us FPGA prototyping and emulators.
https://semiwiki.com/category/prototyping/s2c-eda/
Jan 27, 2026
I highly doubt Microsoft or any other company will put a high volume chip through through Intel or any other new foundry on the first...
Jan 27, 2026
S
I think we are forgetting on thing with ASIC software you need software for these stuff which takes time to mature your Chip is just a...
Jan 27, 2026
S
Not sure I agree with the logic here. Intel's biggest need right now is to fill the fabs. Choosing not to even try to serve a large...
Jan 27, 2026
B
Not sure I agree with the logic here. Intel's biggest need right now is to fill the fabs. Choosing not to even try to serve a large...
Jan 27, 2026
A Photomask Japan 2025 paper by Intel's Mask group pointed out that High-NA would bring more sensitivity to smaller defects, creating...
Jan 27, 2026
By Anton Shilov published January 23, 2026
Intel still has zero committed external customers for 14A.
Two potential customers are...
Jan 27, 2026
This was a very interesting listen. It sounds like it won't scale as high bandwidth-wise as fiber long term, but it finds a potential...
Jan 27, 2026
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
A
Not sure I agree with the logic here. Intel's biggest need right now is to fill the fabs. Choosing not to even try to serve a large...
Jan 27, 2026
F
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
t2msemi2018 reacted to soAsian's post in the thread Microsoft reveals second generation of its AI chip in effort to bolster cloud business with
Like.
Is this the golden age of the semis industry? Even if the AI bubble pops, it feels like big tech, especially with cloud computing...
Daniel Nenni replied to the thread Microsoft reveals second generation of its AI chip in effort to bolster cloud business.That is why chip companies us FPGA prototyping and emulators. https://semiwiki.com/category/prototyping/s2c-eda/
Xebec reacted to Fred Chen's post in the thread Intel says it has two prospective customers for 14A — expects to hear about commitments in second half of 2026 with