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B
Surely one has to get whilst "the gettin' is good"
Alas these prices are not trickling down the food chain, the Apex predators are...
Feb 15, 2026
B
Source: Future Horizons
Executive Summary
December’s total semiconductor annualised growth rate, at 41.3 percent, was up both on...
Feb 15, 2026
B
Key Points
- The Trump administration is preparing tariff exemptions for TSMC chips proportional to the company's U.S. manufacturing...
Feb 15, 2026
F
Yes, a 32 nm pitch direct EUV print is highly risky and ppm-level defect probabilities have already been reported in several published...
Feb 15, 2026
F
For M0, from Intel 3 30nm with SAQP to Intel 18A 32nm with EUV Low NA0.33 Single Exposure
Fred, could you explain/comment if Intel 18A...
Feb 15, 2026
K
For M0, from Intel 3 30nm with SAQP to Intel 18A 32nm with EUV Low NA0.33 Single Exposure
Fred, could you explain/comment if Intel 18A...
Feb 15, 2026
K
It looks similar to what I had analyzed and written before: https://chentfred.substack.com/p/kirin-9030-hints-at-smics-possible...
Feb 15, 2026
I think the real question is - what shape does the 'crash' take.. Will it be a gradual slowdown and some selling over time, or will it...
Feb 15, 2026
Taiwan is reinforcing its role as a global AI and semiconductor hub as Nvidia Corp. (NASDAQ:NVDA) moves forward with plans for a major...
Feb 15, 2026
L
I think the real question is - what shape does the 'crash' take.. Will it be a gradual slowdown and some selling over time, or will it...
Feb 15, 2026
Key Points
- The Trump administration is preparing tariff exemptions for TSMC chips proportional to the company's U.S. manufacturing...
Feb 15, 2026
N
For M0, from Intel 3 30nm with SAQP to Intel 18A 32nm with EUV Low NA0.33 Single Exposure
Fred, could you explain/comment if Intel 18A...
Feb 15, 2026
K
Just out of curiosity because of the controversy over Cerebras CS-3 system clustering scalability, I began to poke around with some...
Feb 15, 2026
I think the real question is - what shape does the 'crash' take.. Will it be a gradual slowdown and some selling over time, or will it...
Feb 15, 2026
Source: Future Horizons
Executive Summary
December’s total semiconductor annualised growth rate, at 41.3 percent, was up both on...
Feb 15, 2026
Like.
Source: Future Horizons Executive Summary December’s total semiconductor annualised growth rate, at 41.3 percent, was up both on...
Haha.
Key Points - The Trump administration is preparing tariff exemptions for TSMC chips proportional to the company's U.S. manufacturing...
Daniel Nenni reacted to Xebec's post in the thread 2025 Semiconductor Revenue Up 25.5% due to Price Gouging! with
Xebec replied to the thread 2025 Semiconductor Revenue Up 25.5% due to Price Gouging!.I think the real question is - what shape does the 'crash' take.. Will it be a gradual slowdown and some selling over time, or will it...
