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D
100% agree. EU countries STILL buy energy from Russia.... funding their own future invasion.
I hope i am correct in my prediction that...
Feb 6, 2026
M
100% agree. EU countries STILL buy energy from Russia.... funding their own future invasion.
I hope i am correct in my prediction that...
Feb 6, 2026
K
Interesting story, partially open in the newsletter of SemiAnalysis about Claude Code:
Feb 05, 2026
Doug O'Laughlin, Jeremie Eliahou...
Feb 6, 2026
K
Here's a facilitating read, with some real numbers. What stood out to me:
* AI created/optimized code is exploding in volume. 4% of all...
Feb 6, 2026
D
Not you & me perhaps! But the CEOs running those fabless semiconductor businesses in other countries will be worried. Also, I feel...
Feb 6, 2026
See below 15 year history of Pure Play Foundry TSMC versus IDM INTEL, and their Global market share.
TSMC started around 4 percent and...
Feb 6, 2026
I agree. TSMC N3 is the last of FinFETs and will most definitely be manufactured in Japan, USA, Japan, and maybe even India. You never...
Feb 6, 2026
C
Obviously 14A is not ramping, Obviously nothing is going into Fab62 (Fab 52 is not fully tooled out yet). I will give it credit for...
Feb 6, 2026
M
well put!
If China invaded taiwan, chip and cell phone disruption would not be a top 10 worry of mine.
Feb 6, 2026
M
corporation pay very different amounts for electricity... that is correct.
but
what percentage of electricity use in the united...
Feb 6, 2026
They generally do not count foundry revenue since it will be double counting. Yes we will hit $1T before 2030 but it is the ASPs that...
Feb 6, 2026
They generally do not count foundry revenue since it will be double counting. Yes we will hit $1T before 2030 but it is the ASPs that...
Feb 6, 2026
L
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
OK I looked up and these seem to be the monthly reporting companies. Intel and AMD got out some years ago, but it seems they are somehow...
Feb 6, 2026
a nice article by SEMIVISION, link = https://tspasemiconductor.substack.com/p/can-zam-replace-hbm-intel-and-softbank
Feb 6, 2026
Like.
100% agree. EU countries STILL buy energy from Russia.... funding their own future invasion. I hope i am correct in my prediction that...
user nl replied to the thread Semiconductor Industry Association: annual sales projected to reach roughly $1 trillion worldwide in 2026.See below 15 year history of Pure Play Foundry TSMC versus IDM INTEL, and their Global market share. TSMC started around 4 percent and...
Xebec reacted to Daniel Nenni's post in the thread TSMC CEO flags 3-nanometre chip production in Japan, investment reported at $17 billion with
Haha.
Obviously 14A is not ramping, Obviously nothing is going into Fab62 (Fab 52 is not fully tooled out yet). I will give it credit for...
Daniel Nenni replied to the thread Semiconductor Industry Association: annual sales projected to reach roughly $1 trillion worldwide in 2026.They generally do not count foundry revenue since it will be double counting. Yes we will hit $1T before 2030 but it is the ASPs that...