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Over 5.5% of total consumption in the US last year, and forecast for the next few years are all over the place, many of these datacenter...
Feb 7, 2026
B
Lets hope thus 1Tn is shared out nicely and allows everyone to eat 🤣🤣🤣🤣
Feb 6, 2026
The SIA survey only counts merchant semiconductor companies that sell chips to external customers. As a result, its numbers are...
Feb 6, 2026
The SIA survey only counts merchant semiconductor companies that sell chips to external customers. As a result, its numbers are...
Feb 6, 2026
In many US states, and probably in many countries around the world, residential customers pay the highest electricity rates, while...
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
CNA file photo
Taipei, Feb. 6 (CNA) Taiwan Semiconductor Manufacturing Co. (TSMC) has scheduled a board meeting in Kumamoto on Monday...
Feb 6, 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 6, 2026
I'm not sure Ukraine would agree.
Feb 6, 2026
S
depending on what you mean by positive development ...
Feb 6, 2026
S
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
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
Daniel Nenni reacted to hist78's post in the thread Semiconductor Industry Association: annual sales projected to reach roughly $1 trillion worldwide in 2026 with
Like.
The SIA survey only counts merchant semiconductor companies that sell chips to external customers. As a result, its numbers are...
hist78 replied to the thread Semiconductor Industry Association: annual sales projected to reach roughly $1 trillion worldwide in 2026.The SIA survey only counts merchant semiconductor companies that sell chips to external customers. As a result, its numbers are...
Haha.
I'm not sure Ukraine would agree.
Named companies with reported prepayments/forward deals • Nvidia – HBM prepayments - Nvidia has been described as placing large...