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L
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
Named companies with reported prepayments/forward deals
• Nvidia – HBM prepayments - Nvidia has been described as placing large...
Feb 6, 2026
M
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
Named companies with reported prepayments/forward deals
• Nvidia – HBM prepayments - Nvidia has been described as placing large...
Feb 6, 2026
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
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%...
Named companies with reported prepayments/forward deals • Nvidia – HBM prepayments - Nvidia has been described as placing large...
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?