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F
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 28, 2026
F
Micron NAND center of excellence is Singapore. and Singapore grants are equivalent or better than they best Chips act grants. Given...
Jan 28, 2026
F
I suspect high subsidies from Singapore. I also guess that NAND pricing has to compete with Chinese fabs, and US-based NAND fabs are...
Jan 28, 2026
F
This statement is telling:
"The feedback from our colleagues, our suppliers and our customers shows that our ways of working have, in...
Jan 28, 2026
It is so easy these days to have AI make some historic financial overview of business performances. Below is a table generated by...
Jan 28, 2026
F
This is a really complex one; AI may play a small role here (imo), but this sounds more like a 'we grew really fast, now we need to...
Jan 28, 2026
F
Job cuts agogo ...
Jan 28, 2026
F
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
The problem isn't so much long-term, it's real soon now...
Each "e-tube" carries two RF carriers at around 80GHz and 170GHz, each PAM4...
Jan 28, 2026
I
The problem isn't so much long-term, it's real soon now...
Each "e-tube" carries two RF carriers at around 80GHz and 170GHz, each PAM4...
Jan 28, 2026
S
That is why chip companies us FPGA prototyping and emulators.
https://semiwiki.com/category/prototyping/s2c-eda/
Jan 28, 2026
S
But it's not just about cost, the amount of extra resource -- meaning, engineers! -- needed to support both BSPD and FSPD processes is...
Jan 28, 2026
This is a really complex one; AI may play a small role here (imo), but this sounds more like a 'we grew really fast, now we need to...
Jan 28, 2026
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
B
Job cuts agogo ...
Jan 28, 2026