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I
Pretty much word-for-word what I've been saying -- their detailed simulations predicted maximum on-chip temperature 23C hotter for BSPDN...
Feb 25, 2026
@siliconimist That was my first thought too, that the share of non-litho tools in capex might be increasing. We know litho intensity...
Feb 25, 2026
P
@siliconimist That was my first thought too, that the share of non-litho tools in capex might be increasing. We know litho intensity...
Feb 25, 2026
F
the press has decided that power is the issue and buzzword for all compute. Next we will judge datacenters by social media followers.
Feb 25, 2026
So . . . the 20B "missing" revenue suggests either ASML is being extremely conservative, or the industry is heading toward a severe...
Feb 24, 2026
I assume you are talking about Japan's re-emerge after WWII.
Japan and Germany did not deindustrialize after the war，the allied force...
Feb 24, 2026
Online storage 😆😆😆
Feb 24, 2026
B
Online storage 😆😆😆
Feb 24, 2026
Did not expect that destination. What are they accused of stealing from Google and why would Iran want it?
Feb 24, 2026
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
Question: is the span of time since the Industrial Revolution and/or Information Age too short to make this provable?
Feb 24, 2026
Germany made a pretty strong comeback in the 1930's.
Feb 24, 2026
Caspia's flagship product, CODAx delivers new levels of security improvement, paving the way for agentic workflows.
The company is...
Feb 24, 2026
B
In my opinion, power affects every day people far more than wafer constraints or packaging constraints or architectural constraints, and...
Feb 24, 2026
B
I really despise using gigawatts as a measure of deployment.
Feb 24, 2026
siliconimist reacted to pgerven's post in the thread TSMC and ASML: will #litho tools be able to keep pace with AI super cycle investments till 2030? with
Like.
@siliconimist That was my first thought too, that the share of non-litho tools in capex might be increasing. We know litho intensity...
Haha.
the press has decided that power is the issue and buzzword for all compute. Next we will judge datacenters by social media followers.
Daniel Nenni reacted to tonyget's post in the thread Inside Apple's Multibillion-Dollar Push to Make Chips in the U.S. | WSJ with