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S
Well you are only thinking it from one point of view it is possible don't forget there is profit sharing as well for the fab Intel...
Apr 4, 2026
S
This is because American companies are all very nice. If SpaceX were a Chinese company, they would take customers' orders at cost price...
Apr 4, 2026
I'm going to say "it depends". Read Ian's article and the filing excerpts more carefully. Dylan was intimately involved with the...
Apr 4, 2026
I was wondering which side leaked it to Ian? My guess would be plaintiff as they have the most to lose here?
Apr 4, 2026
K
I'm going to say "it depends". Read Ian's article and the filing excerpts more carefully. Dylan was intimately involved with the...
Apr 4, 2026
There will be no winners here. I seriously doubt Dylan will let it go to the deposition phase. You just never know what other shortcuts...
Apr 4, 2026
I don't think "taking shortcuts" adequately covers what is being done here. Here is an example that I completely made up for the...
Apr 4, 2026
I don't think "taking shortcuts" adequately covers what is being done here. Here is an example that I completely made up for the...
Apr 4, 2026
A
Curious, does your model show 18A is cost competitive when F52 is fully ramped? And what is your yield assumption when 18A is mature...
Apr 4, 2026
Can someone explain the $50M revenue part? SemiAnalysis sells $50M worth of reports per year?
Apr 4, 2026
Can someone explain the $50M revenue part? SemiAnalysis sells $50M worth of reports per year?
Apr 4, 2026
This seems plausible to me (Dylan/co taking shortcuts):
Zhou’s filing against SemiAnalysis boils down to the fact that when given...
Apr 4, 2026
Like.
Well you are only thinking it from one point of view it is possible don't forget there is profit sharing as well for the fab Intel...
Daniel Nenni reacted to KevinK's post in the thread Dylan Patel's SemiAnalysis Is Being Sued with
Xebec reacted to Daniel Nenni's post in the thread Dylan Patel's SemiAnalysis Is Being Sued with
Haha.
