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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 3, 2026
Investing.com-- SoftBank Corp (TYO:9434) said on Tuesday its unit Saimemory had formed a collaboration with Intel Corporation...
Feb 3, 2026
If you want a really accurate number for tool shipments, Most sell side analysts have a tracker that looks at shipments by locations...
Feb 3, 2026
C
So, how do you cool your chips in space where you can’t just dump the heat into the atmosphere or the sea? And what to do about the part...
Feb 3, 2026
L
I find Perplexity far better at research with reasoning, including intelligent curation, culling, content integration and attribution of...
Feb 3, 2026
This is Gemini's reasoning on where the EXE 5200 is:
The identification of the ASML EXE:5200B (the high-volume production version of...
Feb 3, 2026
M
Fab 34 is not running 75K WSPM.
Fab62 has no tools.....
High NA EUV story might change .... Where is the EXE 5200?
Feb 3, 2026
And a short follow-up when I asked how Gemini came to this distribution: here it's "reasoning":
The estimate that Intel currently...
Feb 3, 2026
If you want a really accurate number for tool shipments, Most sell side analysts have a tracker that looks at shipments by locations...
Feb 3, 2026
they must have few in oregon as well it's the mother fab that handles all the initial stuff
Feb 3, 2026
OK this is what Gemini estimates as where these 40-45 EUV tools are, it suggests 2 EUV tools are in Israel??? :cool:
Gemini:
As of...
Feb 3, 2026
M
How are they looking at Country of Origin to determine tariffs? what does the customs procedure say?
Feb 3, 2026
M
I like Moorinsights.... they have good contacts. This is a good marketing presentation for Intel.
The Intel Challenge is: They have the...
Feb 3, 2026
M
they must have few in oregon as well it's the mother fab that handles all the initial stuff
Feb 3, 2026
S
they must have few in oregon as well it's the mother fab that handles all the initial stuff
Feb 3, 2026
Daniel Nenni reacted to Fred Chen's post in the thread Bottlenecks in DRAM and HBM: Tailwind for China's Memory Industry with
Like.
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...
hist78 reacted to MKWVentures's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with
user nl replied to the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030.This is Gemini's reasoning on where the EXE 5200 is: The identification of the ASML EXE:5200B (the high-volume production version of...