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P
This is why everything comes down to launch cost per kg. The additional few percentage points in capacity factor doesn't swing the...
Feb 9, 2026
F
As if China were itself not short of memory chips.
Feb 9, 2026
S
TSMC will do what customers ask them to do. I have read quotes that it was Morris Chang who brought TSMC to AZ but that is not true...
Feb 9, 2026
Several hundred employees began working at the factory in November, readying the plant to kickstart production by the end of this year...
Feb 9, 2026
B
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
TSMC will do what customers ask them to do. I have read quotes that it was Morris Chang who brought TSMC to AZ but that is not true...
Feb 9, 2026
https://www.tekedia.com/taiwan-firmly-rejects-u-s-push-to-relocate-40-of-semiconductor-capacity-citing-impossible-logistics-and-strategic...
Feb 9, 2026
M
More memory analysis by SemiAnalysis:
https://newsletter.semianalysis.com/p/memory-mania-how-a-once-in-four-decades
Feb 9, 2026
M
This could get interesting.
The US may NEED Chinese memory to be successful.... Cant wait to see how those negotiations go.
Feb 9, 2026
Focus on disciplined execution as market dynamics remain contrasted
- Q3’26 revenue of €160m is up 18% at constant exchange rates and...
Feb 9, 2026
It’s fair to say that when the Hong Kong Monetary Authority speaks, the market listens. That’s because the HKMA operates centrally to...
Feb 9, 2026
In late 2025, the UAE formally approved a National Encryption Policy, strengthening the country’s cybersecurity framework with the aim...
Feb 9, 2026
M
lets see on the math:
What is leading edge (nodes?)?
How many wafers does TSMC make on those nodes?
surely AI has the answer to this
Feb 9, 2026
Announcement reflects growing industry demand for AI that meets ethical, governance, and compliance needs.
MINNEAPOLIS, Feb 9, 2026 –...
Feb 9, 2026
SANTA ROSA, Calif., February 9, 2026
What: Keysight will showcase end-to-end solutions enabling AI system design, interoperability...
Feb 9, 2026
Like.
TSMC will do what customers ask them to do. I have read quotes that it was Morris Chang who brought TSMC to AZ but that is not true...
Daniel Nenni posted the thread After years of delays, Samsung begins limited operations at Taylor chip plant in SemiWiki Main Forum ( Ask the Experts! ).Several hundred employees began working at the factory in November, readying the plant to kickstart production by the end of this year...
Focus on disciplined execution as market dynamics remain contrasted - Q3’26 revenue of €160m is up 18% at constant exchange rates and...
