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Great synopsis and questions. I can't see PC, Phones, and (price sensitive) edge devices continuing in the volumes they've been doing...
Feb 6, 2026
K
Named companies with reported prepayments/forward deals
• Nvidia – HBM prepayments - Nvidia has been described as placing large...
Feb 6, 2026
K
So we already know how much prices went up in Q4 for ASP. This is the price memory companies received in Q4. DRAM increased 30%...
Feb 6, 2026
So we already know how much prices went up in Q4 for ASP. This is the price memory companies received in Q4. DRAM increased 30%...
Feb 6, 2026
The Taiwan Silicon Shield expands to include Japan?
Feb 6, 2026
B
So we already know how much prices went up in Q4 for ASP. This is the price memory companies received in Q4. DRAM increased 30%...
Feb 6, 2026
M
So we already know how much prices went up in Q4 for ASP. This is the price memory companies received in Q4. DRAM increased 30%...
Feb 6, 2026
K
Hahaha.. looks like Microsoft Age Of Empires needs an new Civilization level...
Feb 6, 2026
The Taiwan Silicon Shield expands to include Japan?
Feb 6, 2026
CNA file photo
Taipei, Feb. 6 (CNA) Taiwan Semiconductor Manufacturing Co. (TSMC) has scheduled a board meeting in Kumamoto on Monday...
Feb 6, 2026
D
I hope so too and hope we maintain the current status quo or even a positive development inside China without any violence. 🙏
Feb 6, 2026
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
Xebec replied to the thread Memory Prices Surge Up to 90% From Q4 2025.Great synopsis and questions. I can't see PC, Phones, and (price sensitive) edge devices continuing in the volumes they've been doing...
Like.
So we already know how much prices went up in Q4 for ASP. This is the price memory companies received in Q4. DRAM increased 30%...
Haha.
Hahaha.. looks like Microsoft Age Of Empires needs an new Civilization level...
Daniel Nenni replied to the thread TSMC to hold first board meeting in Japan: Source.The Taiwan Silicon Shield expands to include Japan?