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I
Dan puts this well. No one is really saying "I will look at TSMC and Rapidus in parallel to see who wins". If you are "not TSMC"...
Feb 6, 2026
Y
Hahaha.. looks like Microsoft Age Of Empires needs an new Civilization level...
Feb 6, 2026
Interesting story, partially open in the newsletter of SemiAnalysis about Claude Code:
Feb 05, 2026
Doug O'Laughlin, Jeremie Eliahou...
Feb 6, 2026
I
Sorry to disappoint you, but there are no usable dielectric materials which are low thermal resistance and low-k which can be used for...
Feb 6, 2026
I
The issue is how cool you have to keep the lower face of the heatsink/package lid that contacts the top of the die, and how much hotter...
Feb 6, 2026
I don't think any benefits have been confirmed, not even a publication with simulations.
Feb 5, 2026
It may be Pat Gelsinger's game plan, but it is also his wishful thinking. He had invested so many resources into Intel Foundry but seems...
Feb 5, 2026
F
I don't think any benefits have been confirmed, not even a publication with simulations.
Feb 5, 2026
One powerful result is that the CapEx and R&D spending by Google, Microsoft, Amazon, and Oracle complements TSMC’s CapEx and R&D...
Feb 5, 2026
Amazing to see how much capex Google intends to spend in 2026. If we assume Google's revenue growth in 2026 will be equal to Q4-2025...
Feb 5, 2026
The chart above actually shows the *best* case price increase (from a consumer viewpoint) on the PC side. A DDR4 DIMM that is 8GB in...
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
It may be Pat Gelsinger's game plan, but it is also his wishful thinking. He had invested so many resources into Intel Foundry but seems...
Feb 5, 2026
TSMC CEO C.C. Wei surprised Japanese Prime Minister Sanae Takaichi by showing a book she wrote back in 2021, Beautiful, Strong, and...
Feb 5, 2026
S
It's little like fully depreciated fabs - as long as GPU time / tokens are priced right, Amazon keeps on making money. In some ways...
Feb 5, 2026
Like.
Dan puts this well. No one is really saying "I will look at TSMC and Rapidus in parallel to see who wins". If you are "not TSMC"...
user nl posted the thread Winners and Losers by SemiAnalysis: Claude Code is the Inflection Point in SemiWiki Main Forum ( Ask the Experts! ).Interesting story, partially open in the newsletter of SemiAnalysis about Claude Code: Feb 05, 2026 Doug O'Laughlin, Jeremie Eliahou...
Xebec reacted to Fred Chen's post in the thread Softbank Corp, Intel announce memory chips collaboration with
hist78 replied to the thread Google passes TSMC relative capex in 2026.One powerful result is that the CapEx and R&D spending by Google, Microsoft, Amazon, and Oracle complements TSMC’s CapEx and R&D...