Array
(
[content] =>
[params] => Array
(
[0] => /forum/whats-new/latest-activity?before_id=107119
)
[addOns] => Array
(
[DL6/MLTP] => 13
[Hampel/TimeZoneDebug] => 1000070
[SV/ChangePostDate] => 2010200
[SemiWiki/Newsletter] => 1000010
[SemiWiki/WPMenu] => 1000010
[SemiWiki/XPressExtend] => 1000010
[ThemeHouse/XLink] => 1000970
[ThemeHouse/XPress] => 1010570
[XF] => 2030970
[XFI] => 1060170
)
[wordpress] => /var/www/html
)
You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please,
join our community today !
JavaScript is disabled. For a better experience, please enable JavaScript in your browser before proceeding.
You are using an out of date browser. It may not display this or other websites correctly.
You should upgrade or use an
alternative browser .
J
Not really surprising. With AI eating up HBM capacity, it makes sense that OEMs are at least qualifying alternative DRAM sources as a...
Feb 9, 2026
Y
Yes, Intel DCAI 2025 revenue grew 5% to $16.9 billion compared to 2024. But strange things happened:
1. Intel’s Client Computing Group...
Feb 9, 2026
Yes, Intel DCAI 2025 revenue grew 5% to $16.9 billion compared to 2024. But strange things happened:
1. Intel’s Client Computing Group...
Feb 8, 2026
TSMC is transforming its multibillion-dollar Arizona investment into a massive "goldmine," shifting from a high-risk gamble to a...
Feb 8, 2026
Some additional factors may need to be considered:
1. The current Starlink satellites orbit the Earth roughly every 90 minutes. For...
Feb 8, 2026
v2 mini has a 105m² surface area solar array, 1361w/m² solar irradiance in LEO, conservatively estimate 20% efficiency, +28kw peak...
Feb 8, 2026
M
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 8, 2026
TSMC is transforming its multibillion-dollar Arizona investment into a massive "goldmine," shifting from a high-risk gamble to a...
Feb 8, 2026
Step into the future of advanced chipmaking with our High NA EUV platform: the TWINSCAN EXE. Committed to keep powering technology...
Feb 8, 2026
v2 mini has a 105m² surface area solar array, 1361w/m² solar irradiance in LEO, conservatively estimate 20% efficiency, +28kw peak...
Feb 8, 2026
P
v2 mini has a 105m² surface area solar array, 1361w/m² solar irradiance in LEO, conservatively estimate 20% efficiency, +28kw peak...
Feb 8, 2026
I was in the same head space, but it looks like the V2 / V2 mini satellites significantly upped the power vs. V1. 20-35 kW seems...
Feb 8, 2026
V
Did some back of the napkin math, it's anywhere between $10 to $30+M per MW of compute for terrestrial datacenters, Jensen Huang said...
Feb 8, 2026
V
Even a million orbiting data centers would occupy only a *tiny* fraction of the orbital area...
“Space is big. You just won't believe...
Feb 8, 2026
hist78 replied to the thread Google passes TSMC relative capex in 2026.Yes, Intel DCAI 2025 revenue grew 5% to $16.9 billion compared to 2024. But strange things happened: 1. Intel’s Client Computing Group...
Like.
TSMC is transforming its multibillion-dollar Arizona investment into a massive "goldmine," shifting from a high-risk gamble to a...
Daniel Nenni posted the thread TSMC turns Arizona gamble into goldmine as suppliers ride 10-year wave in SemiWiki Main Forum ( Ask the Experts! ).TSMC is transforming its multibillion-dollar Arizona investment into a massive "goldmine," shifting from a high-risk gamble to a...
Xebec replied to the thread SpaceX wants to put 1 million solar-powered data centers into orbit.Ouch!
