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Latest activity

What's new Featured content New posts Latest activity

hist78 reacted to Daniel Nenni's post in the thread UMC Reports Fourth Quarter 2025 Results with Like.

Full-year 22nm revenue increases 93% YoY, reaching record high in Q4 2025 2025 earnings per share of NT$3.34 Fourth Quarter 2025...

Yesterday at 8:51 AM
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MKWVentures replied to the thread Micron’s memory map: why Taiwan, Singapore, and the U.S. each matter differently.

I wouldnt over complicate it. Micron makes the best decision at the time based on the ROI. Micron has had Development and limited...

Yesterday at 8:49 AM
hist78 reacted to Daniel Nenni's post in the thread Micron’s memory map: why Taiwan, Singapore, and the U.S. each matter differently with Like.

Andrew ChenAndrew Chen Taken individually, Micron Technology’s recent moves look like routine capacity expansion. Seen together, they...

Yesterday at 8:44 AM
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...

Yesterday at 7:28 AM
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...

Yesterday at 7:18 AM
Daniel Nenni posted the thread UMC Reports Fourth Quarter 2025 Results in SemiWiki Main Forum ( Ask the Experts! ).

Full-year 22nm revenue increases 93% YoY, reaching record high in Q4 2025 2025 earnings per share of NT$3.34 Fourth Quarter 2025...
Yesterday at 7:10 AM
Xebec reacted to Fred Chen's post in the thread ASML Statement on Strengthening Focus on Engineering and Innovation with Like.

This statement is telling: "The feedback from our colleagues, our suppliers and our customers shows that our ways of working have, in...

Yesterday at 6:42 AM
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siliconbruh999 reacted to Xebec's post in the thread ASML Statement on Strengthening Focus on Engineering and Innovation with Like.

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...

Yesterday at 6:35 AM
C

cykur1 reacted to IanD's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with Like.

I'm sure they do -- but trust me, the differences between BSPD and FSPD are *far* bigger than just some different options in either...

Yesterday at 6:34 AM
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cykur1 reacted to NY_Sam2's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with Like.

thanks to MKWVentures & IanD for "BSPD .. most customers do not want it at this time" Intel Foundry, how about providing 2 versions for...

Yesterday at 6:32 AM
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cykur1 reacted to MKWVentures's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with Like.

Couple items: the 2nd largest foundry commitment in 2030 was made for external foundry. they said they would be number 2 overall...

Yesterday at 6:32 AM
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U235 reacted to blueone's post in the thread Microsoft reveals second generation of its AI chip in effort to bolster cloud business with Like.

There are also several cost savings or design advantages that custom CPU chips can provide: 1. No hidden costs for marketing, sales...

Yesterday at 6:28 AM
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U235 reacted to Daniel Nenni's post in the thread Microsoft reveals second generation of its AI chip in effort to bolster cloud business with Like.

I agree completely. Apple set this all in motion, what I call fabless systems companies. Off the shelf computing has been dying a slow...

Yesterday at 6:27 AM
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Fred Chen reacted to Daniel Nenni's post in the thread Micron to invest $30.5 billion in Singapore to boost chip production, creating 1,600 jobs with Like.

Why Singapore? The current administration is not going to be happy about this!

Yesterday at 5:13 AM
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Fred Chen reacted to MKWVentures's post in the thread Micron to invest $30.5 billion in Singapore to boost chip production, creating 1,600 jobs with Like.

I have worked with multiple factories in Singapore. US can get within 5% on Fab wafer cost (Singapore can be expensive on many items)...

Yesterday at 5:12 AM

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