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TSMC projects a 2026 total capital expenditure (capex) of $52 billion to $56 billion. To put it into perspective, Intel’s 2025 total...
Feb 10, 2026
B
What is up with these NIMBYs!!!
Standing in the way of progress!!!
Feb 10, 2026
B
https://www.yahoo.com/news/articles/officials-rush-legal-action-google-003000747.html
Officials in Virginia have been exploring...
Feb 10, 2026
200 B$ capex for Amazon in 2026, that concludes the big 5 for 2026:
Feb 10, 2026
N
Logic Contact from W to Mo, could be a key innovation for GAA from 1st generations to 2nd generations, "traditional tungsten contacts...
Feb 10, 2026
L
While I think Gelsinger had the right plan, I have become convinced that a "pure Intel Guy" is no longer what Intel needs. Intel's do it...
Feb 10, 2026
B
Is this report AI?
😁😁😁😁
Appears to be the stock question to anyting posted online these days?
Feb 10, 2026
B
Lose the arm!!!
Feb 10, 2026
M
Sorry I can't agree with a lot that you said, and that is not what I understood the situation:
Too much capacity as the mistake...
Feb 10, 2026
K
Ethernet/Ultra Ethernet are scale-out networks. UALink is trying to do an open scale-up network, but it may have only one major...
Feb 10, 2026
Photo Credit: Shanghai Eye / YouTube
A Chinese robotics startup is pushing the boundaries of lifelike machines with a new humanoid...
Feb 10, 2026
A
While I think Gelsinger had the right plan, I have become convinced that a "pure Intel Guy" is no longer what Intel needs. Intel's do it...
Feb 10, 2026
M
Samsung is hiring for the Taylor fab now. Many entry level. The door is open, with or without fab experience. Fabs involve a lot of...
Feb 10, 2026
M
Don't worry US CPUs with Chinese RAM will make for a good combo
Feb 10, 2026
K
I just rewatched this Hot Chips tutorial on rack-based design again. Not clear where a switch like this would be used. Worth watching...
Feb 10, 2026
hist78 replied to the thread Google passes TSMC relative capex in 2026.TSMC projects a 2026 total capital expenditure (capex) of $52 billion to $56 billion. To put it into perspective, Intel’s 2025 total...
Like.
While I think Gelsinger had the right plan, I have become convinced that a "pure Intel Guy" is no longer what Intel needs. Intel's do it...
Daniel Nenni posted the thread China’s $173K Humanoid Robot Is Almost Too Human in SemiWiki Main Forum ( Ask the Experts! ).Photo Credit: Shanghai Eye / YouTube A Chinese robotics startup is pushing the boundaries of lifelike machines with a new humanoid...
