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S
AI inference cost is on the decline? 😲
Under pressure from rivals, the chip giant is set to offer a new product focused on rapid...
Feb 28, 2026
C
When will companies learn to stop building in states that don't want an economy?
Feb 28, 2026
B
I'm familiar with Vermont NIMBYism, which helped drive IBM's 300mm fab away to Fishkill in the 90s. But it's true their 200mm fab in VT...
Feb 28, 2026
L
When will companies learn to stop building in states that don't want an economy?
Feb 28, 2026
B
When will companies learn to stop building in states that don't want an economy?
Feb 28, 2026
B
the key is clear expectations, quick review, quick decisions, no do overs.
If you don;t want a fab or Datacenter in your area fine...
Feb 28, 2026
When will companies learn to stop building in states that don't want an economy?
Feb 28, 2026
I read this on LinkedIn and it made me sick.
Feb 28, 2026
"A CA-based workers rights group "
I guess it was inevitable that the CA problems wouldn't stay in CA. Since we're actually one country.
Feb 28, 2026
They don't have to have similar capacity to have impact, all they need is enough capacity to cover the un-met demand.
They totally...
Feb 28, 2026
B
They don't have to have similar capacity to have impact, all they need is enough capacity to cover the un-met demand.
They totally...
Feb 28, 2026
M
So Intel's IFS margins are NEGATIVE 50%. 18A is listed as a headwind to margins. Ramping 14A will hurt margins according to CFO
If IFS...
Feb 28, 2026
C
I'm familiar with Vermont NIMBYism, which helped drive IBM's 300mm fab away to Fishkill in the 90s. But it's true their 200mm fab in VT...
Feb 28, 2026
F
Indeed, the quickly rising prices indicate that their supply is still low.
Feb 28, 2026
T
Not before 2030 I would say. CXMT's production capacity at the moment is nowhere near that of Samsung or SK Hynix，thus it wouldn't...
Feb 28, 2026
Like.
When will companies learn to stop building in states that don't want an economy?
Wow.
When will companies learn to stop building in states that don't want an economy?
Xebec replied to the thread Micron’s $100B megafab in NY is at risk of delay due to just 6 “concerned citizens” and their frivolous lawsuit..When will companies learn to stop building in states that don't want an economy?