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TAIPEI, Feb 9 — Taiwan has pushed back forcefully against U.S. calls to relocate a large share of its semiconductor production, saying...
Feb 9, 2026
Two important things happened on January 20, 2025. In Washington, D.C., Donald Trump was inaugurated as President of the United States...
Feb 9, 2026
V
Two important things happened on January 20, 2025. In Washington, D.C., Donald Trump was inaugurated as President of the United States...
Feb 9, 2026
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Short supply should have caused ASPs to increase in this hot market. But Intel’s Client Computing ASP stayed flat, and server ASPs...
Feb 9, 2026
Two important things happened on January 20, 2025. In Washington, D.C., Donald Trump was inaugurated as President of the United States...
Feb 9, 2026
Two important things happened on January 20, 2025. In Washington, D.C., Donald Trump was inaugurated as President of the United States...
Feb 9, 2026
M
Does this (higher volumes at lower ASPs) suggest customers are valuing lower TCO lately, and waiting for Intel to drop prices in order...
Feb 9, 2026
S
Intel 7 capacity issue they messed up in demand planning remember the writeoff in Q2/Q3 24 where they had record breaking poor quarter
Feb 9, 2026
Not full solutions, but:
1. The shadow % can be reduced by about 20% with higher orbits. A 1400km altitude has an orbital period of...
Feb 9, 2026
More memory analysis by SemiAnalysis:
https://newsletter.semianalysis.com/p/memory-mania-how-a-once-in-four-decades
Feb 9, 2026
S
TSMC is transforming its multibillion-dollar Arizona investment into a massive "goldmine," shifting from a high-risk gamble to a...
Feb 9, 2026
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
Daniel Nenni posted the thread Taiwan Says Shifting 40% of Chip Capacity to U.S. Is ‘Impossible’ in SemiWiki Main Forum ( Ask the Experts! ).TAIPEI, Feb 9 — Taiwan has pushed back forcefully against U.S. calls to relocate a large share of its semiconductor production, saying...
hist78 reacted to Daniel Nenni's post in the thread 6 Graphs That Show Where the U.S. Leads China on AI—and Where It Doesn’t with
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Two important things happened on January 20, 2025. In Washington, D.C., Donald Trump was inaugurated as President of the United States...
user nl reacted to Daniel Nenni's post in the thread 6 Graphs That Show Where the U.S. Leads China on AI—and Where It Doesn’t with
Xebec replied to the thread SpaceX wants to put 1 million solar-powered data centers into orbit.Not full solutions, but: 1. The shadow % can be reduced by about 20% with higher orbits. A 1400km altitude has an orbital period of...
