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https://www.cna.com.tw/news/afe/202602050149.aspx
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Experts predict...
Feb 5, 2026
P
It's probably complicated, but a few guesses/thoughts:
- It's a brand new node, Mobile is usually first production on a node because...
Feb 5, 2026
Perhaps some software companies? Another interesting blog by Ben, also about Microsoft, in the age of AI...
Feb 5, 2026
Memory prices have soared 80%-90% in Q1 2026 so far compared to Q4 2025, with DRAM, NAND and HBM all hitting record-breaking highs.
To...
Feb 5, 2026
D
I am not an expert on Semiconductor manufacturing, so I only postulated here that Intel could have done some innovation here (maybe even...
Feb 5, 2026
There's not a lot you can do to lower the thermal resistance of the dielectrics used in the signal layers, low-k and ultra-low-k are...
Feb 5, 2026
Interesting blog by Ben Thompson about the effect of TSMC's low capex in 2023 and 2024 on the present chip shortage for AI/HPC and...
Feb 5, 2026
Dumb Question -
How much does heatsink size actually help here?
Assuming the thermal conductivity between the CPU and the heatsink...
Feb 5, 2026
Let's first see what the EU commission publishes, perhaps at the end of March 2026, regarding EU Chips Act 2...
Feb 5, 2026
Speaking as someone who has actually done thermal analysis comparison of FSPD vs. BSPD in real high-performance chips vs. high-school...
Feb 5, 2026
@Daniel Nenni
Congratulations to you and the fellow bloggers. SemiWiki is getting much more attention and mention now.
Feb 5, 2026
I wish they would use AI.........
Feb 5, 2026
If you ever start writing like this, Dan, I'm leaving SemiWiki.
Feb 5, 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 5, 2026
"Datacenters are the priority and the winners. Who are the losers?"
Answer: Intel, and to certain degree AMD.
Feb 5, 2026