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F
No mention of Micron?
DRAM: They have 22.5% of global share
HBM - they just overtook Samsung for the #2 spot with 23% share
So you...
Apr 5, 2026
F
Also No major manufacturer want to be left with empty Fabs once the over investment in AI is over.
Apr 5, 2026
A
Another possibility is that Lip-Bu Tan is a smart guy, has better insight into the business than anyone on this forum, and made the...
Apr 5, 2026
B
Isn’t this what the mem supplies have been saying since the literal very beginning of the AI froth? They all understand memory is the...
Apr 5, 2026
S
Also No major manufacturer want to be left with empty Fabs once the over investment in AI is over.
Apr 5, 2026
S
Isnt the objective of business to get max pricing for their product?
Restrict supply to push prices , if no alternative supplier , isnt...
Apr 5, 2026
R
No mention of Micron?
DRAM: They have 22.5% of global share
HBM - they just overtook Samsung for the #2 spot with 23% share
So you...
Apr 5, 2026
I found this video interesting --
The video talks about the history of vacuum tubes and that period when vacuum tubes were still...
Apr 5, 2026
True....... I see Ian and Dylan at the same conferences. In fact, Ian will be at the TSMC conference...
Apr 5, 2026
True....... I see Ian and Dylan at the same conferences. In fact, Ian will be at the TSMC conference...
Apr 5, 2026
F
The large swings of yield can come from the intrinsic variation of stochastic defect density, but other systematic factors related to...
Apr 5, 2026
Even if a company is based in the UK, any fundraising activities conducted in the U.S. will subject it to a wide range of U.S...
Apr 5, 2026
The bottom of the article says that he (Ian) stays in touch with Dylan, though they only meet a few times a year, while he's more...
Apr 5, 2026
https://www.linkedin.com/feed/update/urn:li:activity:7446145884695740416/?originTrackingId=uPDO8QSUKxZn%2BcrJab1Zkw%3D%3D
Apr 5, 2026
Things are much looser for private funds - no separate units required, just disclosure. For investment advisers (including those...
Apr 5, 2026
Like.
No mention of Micron? DRAM: They have 22.5% of global share HBM - they just overtook Samsung for the #2 spot with 23% share So you...
Xebec posted the thread A thought experiment - "What if everything still ran on vacuum tubes?" in SemiWiki Main Forum ( Ask the Experts! ).I found this video interesting -- The video talks about the history of vacuum tubes and that period when vacuum tubes were still...
Daniel Nenni replied to the thread Dylan Patel's SemiAnalysis Is Being Sued.True....... I see Ian and Dylan at the same conferences. In fact, Ian will be at the TSMC conference...