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K
Question of definitions - did the US ever deindustrialize ? We’ve been at our max real dollar industrial output ever since about the...
Feb 24, 2026
S
I wish you had the PDK i would have liked to hear your opinion on it
Feb 24, 2026
S
Countries should do what they do best. They should not do what others can do best. I still think my freshman econ teacher was correct...
Feb 24, 2026
K
Countries should do what they do best. They should not do what others can do best. I still think my freshman econ teacher was correct...
Feb 24, 2026
Question for this audience:
since the start of EUV in HVM around 2018 TSMC has typically invested >35% of annual revenue on capex, see...
Feb 24, 2026
F
De-industrialization has happened primarily as a function of the labor cost delta yes? It would make sense that re-industrialization has...
Feb 24, 2026
J
I would also love the see the full insight.
The post mentioned that SRAM is Front Side Power i.e. no BSPD, does the SRAM is GAA as...
Feb 24, 2026
A
Hi there -- folks like IanD on here are actual professionals working in the field - with a lot more hands on knowledge than anyone...
Feb 24, 2026
M
By focusing on the raw technology -- all of which I agree with! -- you missed out what is probably at least as important (if not more...
Feb 24, 2026
M
And SK Hynix only has 21% of NAND, 50% HBM and 36% DRAM does have enough volume. Maths does not add up.
I would like to highlight...
Feb 24, 2026
M
Countries should do what they do best. They should not do what others can do best. I still think my freshman econ teacher was correct...
Feb 24, 2026
K
The big deal is AMD potentially giving away even more of the company:
" As part of the agreement, to further align strategic interests...
Feb 24, 2026
I'm glad I'm not alone on this :).
I don't remember Supercomputers being rated by energy consumption in the past..
Feb 24, 2026
I really despise using gigawatts as a measure of deployment.
Feb 24, 2026
The big deal is AMD potentially giving away even more of the company:
" As part of the agreement, to further align strategic interests...
Feb 24, 2026
Like.
Countries should do what they do best. They should not do what others can do best. I still think my freshman econ teacher was correct...
user nl posted the thread TSMC and ASML: will #litho tools be able to keep pace with AI super cycle investments till 2030? in SemiWiki Main Forum ( Ask the Experts! ).Question for this audience: since the start of EUV in HVM around 2018 TSMC has typically invested >35% of annual revenue on capex, see...
Haha.
And SK Hynix only has 21% of NAND, 50% HBM and 36% DRAM does have enough volume. Maths does not add up. I would like to highlight...
Xebec replied to the thread AMD and Meta Announce Expanded Strategic Partnership to Deploy 6 Gigawatts of AMD GPUs.I'm glad I'm not alone on this :). I don't remember Supercomputers being rated by energy consumption in the past..
