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L
Should I read anything into the fact that Applied Materials tried cobalt for one generation before going to tungsten (W for wolfram on...
Feb 12, 2026
K
I think they have gone pretty big into inference as well, especially on the fast, low latency end. They have announced deals to provide...
Feb 12, 2026
L
Logic Contact from W to Mo, could be a key innovation for GAA from 1st generations to 2nd generations, "traditional tungsten contacts...
Feb 12, 2026
S
what about memory like HBM?
Feb 12, 2026
K
Maybe long term. But in SMICs earning call, they see a current brewing crisis where memory prices choke-off low end consumer products...
Feb 12, 2026
S
Well AAMD came back from worse than Intel and like i have said IDM is not the issue it's decision making in the end
Feb 12, 2026
B
Amazing. There's a criminal investigation by the DOJ, yet no one gets arrested or convicted. The penalty for willfully exporting...
Feb 12, 2026
N
Mike Chuczyk, vice president of technology at Applied Semiconductor, said at a press conference (in conjunction with...
Feb 12, 2026
I
From the numbers I worked out (something like 100kW/ton), 100GW of AI would need 1M tons putting into orbit...
Feb 12, 2026
K
Elon Musk may be chasing his most audacious vision yet: moving AI into orbit.
In a recent internal memo, Musk framed the launch of a...
Feb 12, 2026
T
The U.S. Department of Commerce on Wednesday announced a $252 million settlement with semiconductor equipment maker Applied Materials...
Feb 12, 2026
D
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 12, 2026
M
Samsung has a interesting business model. They bought Micron Memory when there was no shortage. And even if divisions partnered well...
Feb 12, 2026
M
good info, thanks
what was the official number and QoQ change for AMD and Intel?
Nvidia, Google, Amazon CPUs are counted as ARM? correct?
Feb 12, 2026
Like.
Logic Contact from W to Mo, could be a key innovation for GAA from 1st generations to 2nd generations, "traditional tungsten contacts...
Haha.
Amazing. There's a criminal investigation by the DOJ, yet no one gets arrested or convicted. The penalty for willfully exporting...
