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Custom silicon only creates value when software, tools, and deployment are co-developed alongside it—otherwise, even the most advanced...
Jan 28, 2026
Andrew ChenAndrew Chen
Taken individually, Micron Technology’s recent moves look like routine capacity expansion. Seen together, they...
Jan 28, 2026
Full-year 22nm revenue increases 93% YoY, reaching record high in Q4 2025
2025 earnings per share of NT$3.34
Fourth Quarter 2025...
Jan 28, 2026
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
S
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
C
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 28, 2026
C
thanks to MKWVentures & IanD for "BSPD .. most customers do not want it at this time"
Intel Foundry, how about providing 2 versions for...
Jan 28, 2026
C
Couple items:
the 2nd largest foundry commitment in 2030 was made for external foundry. they said they would be number 2 overall...
Jan 28, 2026
U
There are also several cost savings or design advantages that custom CPU chips can provide:
1. No hidden costs for marketing, sales...
Jan 28, 2026
U
I agree completely. Apple set this all in motion, what I call fabless systems companies. Off the shelf computing has been dying a slow...
Jan 28, 2026
F
Why Singapore? The current administration is not going to be happy about this!
Jan 28, 2026
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
hist78 reacted to t2msemi2018's post in the thread Microsoft reveals second generation of its AI chip in effort to bolster cloud business with
Like.
Custom silicon only creates value when software, tools, and deployment are co-developed alongside it—otherwise, even the most advanced...
Daniel Nenni posted the thread Micron’s memory map: why Taiwan, Singapore, and the U.S. each matter differently in SemiWiki Main Forum ( Ask the Experts! ).Andrew ChenAndrew Chen Taken individually, Micron Technology’s recent moves look like routine capacity expansion. Seen together, they...
Xebec reacted to Fred Chen's post in the thread ASML Statement on Strengthening Focus on Engineering and Innovation with