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J
If you ever start writing like this, Dan, I'm leaving SemiWiki.
Feb 2, 2026
J
@Daniel Nenni
Congratulations to you and the fellow bloggers. SemiWiki is getting much more attention and mention now.
Feb 2, 2026
E
TSMC does move equipment (or space) from mature nodes to advanced packaging. However, they do not move leading edge node equipment into...
Feb 2, 2026
E
TSMC’s 5‑year depreciation schedule for fab equipment is neither aggressive nor unusual. It’s standard industrial practice and aligns...
Feb 2, 2026
S
If you ever start writing like this, Dan, I'm leaving SemiWiki.
Feb 2, 2026
S
Intel has attracted plenty of chatter over the past few weeks, with talk that Apple could come crawling back for some M-series work, but...
Feb 2, 2026
F
2026-01-21 Henrik Bork
For the construction of AI data centers, so many DRAM memory chips are needed worldwide that there are no longer...
Feb 2, 2026
Good for Elon,
Keeps attention from his political sideline he is working on
Feb 2, 2026
L
If you ever start writing like this, Dan, I'm leaving SemiWiki.
Feb 2, 2026
B
Good for Elon,
Keeps attention from his political sideline he is working on
Feb 2, 2026
M
Intel has attracted plenty of chatter over the past few weeks, with talk that Apple could come crawling back for some M-series work, but...
Feb 2, 2026
K
If you ever start writing like this, Dan, I'm leaving SemiWiki.
Feb 2, 2026
So SpaceX paid $33 billion plus the debts of X (Twitter) through the xAI acquisition, in addition to xAI’s own valuation…
I started...
Feb 2, 2026
@Daniel Nenni
Congratulations to you and the fellow bloggers. SemiWiki is getting much more attention and mention now.
Feb 2, 2026
Intel has attracted plenty of chatter over the past few weeks, with talk that Apple could come crawling back for some M-series work, but...
Feb 2, 2026
Haha.
If you ever start writing like this, Dan, I'm leaving SemiWiki.
Like.
@Daniel Nenni Congratulations to you and the fellow bloggers. SemiWiki is getting much more attention and mention now.
Daniel Nenni reacted to Barnsley's post in the thread SpaceX generated about $8b in profit last year ahead of IPO: Sources with
hist78 replied to the thread Intel’s 18A rumors meet a thermal brick wall says SemiWiki.@Daniel Nenni Congratulations to you and the fellow bloggers. SemiWiki is getting much more attention and mention now.