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B
Tariffs was like 3 or 4 crises ago, they served their purpose for insider trading and now we can move on to the next charade.
Feb 21, 2026
Trump to hike global tariffs to 15% from 10%, ‘effective immediately’
https://www.cnbc.com/2026/02/21/trump-tariffs.html
President...
Feb 21, 2026
We've heard that 18A yields were still on improvement path toward the end of 2025. Parametric yields could also result from stochastics...
Feb 21, 2026
T
Trump to hike global tariffs to 15% from 10%, ‘effective immediately’
https://www.cnbc.com/2026/02/21/trump-tariffs.html
President...
Feb 21, 2026
I would say he is a visionary/dreamer. I do not think he has a dishonest bone in his body. Making money might not be his thing but Sam...
Feb 21, 2026
L
Some key Panther Lake design rules were posted on X:
Minimum pitch 36 nm (7nm-class), density obviously helped by 5 tracks from...
Feb 21, 2026
L
You should know that imec in itself is not a company that commercializes chip manufacturing; I've been there in the lithography...
Feb 21, 2026
S
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 21, 2026
T
Sam Altman is a conman, OpenAI will never make any profit,it can only survive on constant money pouring from investors. Once investors...
Feb 21, 2026
S
We've heard that 18A yields were still on improvement path toward the end of 2025. Parametric yields could also result from stochastics...
Feb 21, 2026
First instinct is to throw compute power at a problem. Second instinct is to optimize the software so it requires less hardware. I have...
Feb 21, 2026
S
one of their 2 co-founders was in the evening panel in ISSCC. At the end, her point is their solution will be needed when all the...
Feb 21, 2026
S
Tariffs was like 3 or 4 crises ago, they served their purpose for insider trading and now we can move on to the next charade.
Feb 21, 2026
F
We've heard that 18A yields were still on improvement path toward the end of 2025. Parametric yields could also result from stochastics...
Feb 21, 2026
IDM product flow, or large volume customer product flow -- either will do... ;-)
I do agree 100% with what you're saying though, big...
Feb 21, 2026