Array
(
[content] =>
[params] => Array
(
[0] => /forum/whats-new/latest-activity?before_id=109162
)
[addOns] => Array
(
[DL6/MLTP] => 13
[Hampel/TimeZoneDebug] => 1000070
[SV/ChangePostDate] => 2010200
[SemiWiki/Newsletter] => 1000010
[SemiWiki/WPMenu] => 1000010
[SemiWiki/XPressExtend] => 1000010
[ThemeHouse/XLink] => 1000970
[ThemeHouse/XPress] => 1010570
[XF] => 2031070
[XFI] => 1060170
)
[wordpress] => /var/www/html
)
You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please,
join our community today !
JavaScript is disabled. For a better experience, please enable JavaScript in your browser before proceeding.
You are using an out of date browser. It may not display this or other websites correctly.
You should upgrade or use an
alternative browser .
P
Pragmatic means not shooting yourself in the foot, while we see plenty of inexplicable self-harm recently. Governments are rarely...
Mar 16, 2026
Y
Both the U.S. government and the Chinese government are pragmatic, and they constantly adapt to changing circumstances.
Mar 16, 2026
F
I do not have any contacts in the semiconductor industry. For what it is worth, Gemini's Sherlock Holmes seems to reason this:
The...
Mar 16, 2026
F
Tesla’s next-generation AI6 chi, the processor designed to power its autonomous vehicles, Optimus robots, and AI data center, has been...
Mar 16, 2026
P
The real situation on the ground is different from the buzz in the media. USA seemingly does not enforce, or intentionally sabotage its...
Mar 16, 2026
P
I feel he doesn't know the fundamental economics of the semi foundry business. There cannot be a prognosis to be made on anything in...
Mar 16, 2026
P
Apple is buying millions of dies per month. All of the newly forged "AI" stuff is just incomparable except Nvidia because they share...
Mar 15, 2026
P
For all of his companies sans the rockets, he went with straight technology licensing, and tech transfer, not unlike what PRC companies...
Mar 15, 2026
I
Executive Summary
January’s WSTS Report saw a further $4.0 billion upward revision to last month’s reported numbers, bringing the total...
Mar 15, 2026
Executive Summary
January’s WSTS Report saw a further $4.0 billion upward revision to last month’s reported numbers, bringing the total...
Mar 15, 2026
one of my startup 20 years ago closed door on 4/1. Of course, we all thought it is a management poorly placed joke :)
Mar 15, 2026
FWIW, Panasonic is still a large chunk of Tesla's battery business, even today, and are probably selling Tesla more cells than when the...
Mar 15, 2026
Executive Summary
January’s WSTS Report saw a further $4.0 billion upward revision to last month’s reported numbers, bringing the total...
Mar 15, 2026
FWIW, Panasonic is still a large chunk of Tesla's battery business, even today, and are probably selling Tesla more cells than when the...
Mar 15, 2026
V
Japanese vendors are unlikely to fully back Elon Musk’s Terafab project, and the reason is simple: Panasonic. After overextending...
Mar 15, 2026
Like.
I do not have any contacts in the semiconductor industry. For what it is worth, Gemini's Sherlock Holmes seems to reason this: The...
hist78 reacted to Daniel Nenni's post in the thread Let's Hope the AI Boom Keeps Rolling Collateral Damage Exposure with
Daniel Nenni reacted to swka's post in the thread Musk says Tesla's mega AI chip fab project to launch in seven days with
Haha.
one of my startup 20 years ago closed door on 4/1. Of course, we all thought it is a management poorly placed joke :)
Xebec replied to the thread Musk says Tesla's mega AI chip fab project to launch in seven days.FWIW, Panasonic is still a large chunk of Tesla's battery business, even today, and are probably selling Tesla more cells than when the...