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Latest activity

What's new Featured content New posts Latest activity

Daniel Nenni reacted to daniellahill's post in the thread "ASML has a messy software stack" thread from LaurieWired with Like.

I actually think it’s a bit unfair to call ASML’s software stack “messy” without acknowledging the scale and complexity they operate at...

Feb 11, 2026
Daniel Nenni reacted to Paul2's post in the thread "ASML has a messy software stack" thread from LaurieWired with Like.

In a packaging business I visited recently, I have seen machines still ran under Win 9*. Some no-name machines for wirebond packaging...

Feb 11, 2026
Daniel Nenni reacted to Xebec's post in the thread "ASML has a messy software stack" thread from LaurieWired with Like.

I found an interesting-sounding thread on ASML's software stack, below. I suspect the sheer complexity of EUV devices and 40+ years of...

Feb 11, 2026
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daniellahill replied to the thread "ASML has a messy software stack" thread from LaurieWired.

I actually think it’s a bit unfair to call ASML’s software stack “messy” without acknowledging the scale and complexity they operate at...

Feb 11, 2026
A

Artificer60 reacted to siliconbruh999's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with Like.

The issue with 5N4Y or the fab strategy is they put their foot on too many places they should have sticked to US or one more country not...

Feb 11, 2026
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Artificer60 replied to the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030.

It is clear you and I will never agree on this point, though personal insults are not necessary. I'm not particularly interested in an...

Feb 11, 2026
K

KevinK reacted to blueone's post in the thread Cisco launched its Silicon One G300 AI networking chip in a move that aims to compete with Nvidia and Broadcom. with Like.

I don't believe them. Scale-out networks are still a large component of AI and non-AI systems, and will be for the foreseeable future...

Feb 11, 2026
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KevinK reacted to IanD's post in the thread Cisco launched its Silicon One G300 AI networking chip in a move that aims to compete with Nvidia and Broadcom. with Like.

I didn't say scale-across was bigger *today*, but it will be by the time the products being developed today or in the near future come...

Feb 11, 2026
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KevinK reacted to blueone's post in the thread Cisco launched its Silicon One G300 AI networking chip in a move that aims to compete with Nvidia and Broadcom. with Like.

In terms of scale-up, the market is far and away dominated by Nvidia NVLink. Nvidia doesn't break-out NVLink revenue in detail, but...

Feb 11, 2026
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KevinK reacted to IanD's post in the thread Cisco launched its Silicon One G300 AI networking chip in a move that aims to compete with Nvidia and Broadcom. with Like.

Scale-out isn't where all the focus is going any more, scale-across is. And scale-up, obviously -- where the big shift to CPO is coming...

Feb 11, 2026
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KevinK replied to the thread Cisco launched its Silicon One G300 AI networking chip in a move that aims to compete with Nvidia and Broadcom..

You’re right. But this switch claims to be targeted at AI - I just don't see the guys building unified AI racks today using a merchant...

Feb 11, 2026
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MKWVentures replied to the thread Memory Prices Surge Up to 90% From Q4 2025.

What do we think the QoQ Change in reported DRAM ASP will be in CQ1 2026? Micron will report first through February. 40% 60% 90% More

Feb 11, 2026
Daniel Nenni posted the thread US lawmakers push to curb China's access to chipmaking tools in SemiWiki Main Forum ( Ask the Experts! ).

US lawmakers chairing key House committees on Tuesday urged the State and Commerce Departments to restrict China's access to advanced...
Feb 11, 2026
Daniel Nenni posted the thread ByteDance developing AI chip, in manufacturing talks with Samsung, sources say in SemiWiki Main Forum ( Ask the Experts! ).

ByteDance is developing its own artificial intelligence chip and has entered talks with Samsung Electronics for manufacturing support...
Feb 11, 2026
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IanD replied to the thread Cisco launched its Silicon One G300 AI networking chip in a move that aims to compete with Nvidia and Broadcom..

Sorry, my error/misprint -- I meant to say "scale-across" not "scale-out", now corrected... :-) I have seen the forecasts for the next...

Feb 11, 2026

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