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B
I think Reuters might be referring to the high aspect ratio (HAR) Etch equipment needed for NAND. That could be considered advanced...
Apr 14, 2026
-YMTC plans two more plants in addition to one nearly completed, sources say
- The three new plants will more than double production...
Apr 14, 2026
Yes, IP companies have PDK .5 and above. It came with a big check for porting services. Select TSMC N2 IP is being moved over. No...
Apr 14, 2026
Glad to see Charlie is still around to pat himself on the back. :ROFLMAO: SemiAccurate is one of the sites I based SemiWiki on. I used...
Apr 14, 2026
https://finance.yahoo.com/markets/stocks/articles/nvidia-change-pc-market-forever-190414327.html
Apr 14, 2026
It would buy them a ticket straight to US Court remember SuperMicro is under investigation for smuggling GPUs into china
Apr 14, 2026
X
If to apply SOTP valuation, after applying standard metrics for foundry (2x book value), should Intel products be valued significantly...
Apr 14, 2026
S
Well AMD is doing great than Intel they have the best DC CPU period not to mention they are the only option besides Nvidia for GPU
Apr 14, 2026
X
Value is relative. A related question is whether AMD should be valued higher than Intel - roughly 80b higher.
Apr 14, 2026
S
I don't think it will take 14 Years or should i say Tan would wait that long the timeline would be end of this decade
Apr 14, 2026
S
It would buy them a ticket straight to US Court remember SuperMicro is under investigation for smuggling GPUs into china
Apr 14, 2026
Y
If Nvidia really wanna buy one, possibly be Supermicro？
Apr 14, 2026
3DFX bought a PC oriented company and that killed them as they began competing with the other OEMs making similar products.. then...
Apr 14, 2026
IBM has a reputation for Process technologies. Very expensive and not very manufacturable. This is what GF saw. GF could not afford to...
Apr 14, 2026
S
A rapidus way of putting money on fire.
Apr 14, 2026
Daniel Nenni posted the thread Exclusive: Chinese chipmaker YMTC plans new factories amid heightened US-Sino trade tensions, sources say in SemiWiki Main Forum ( Ask the Experts! ).-YMTC plans two more plants in addition to one nearly completed, sources say - The three new plants will more than double production...
Xebec reacted to siliconbruh999's post in the thread Nvidia Is Negotiating To Buy A Large PC Oriented Company with
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It would buy them a ticket straight to US Court remember SuperMicro is under investigation for smuggling GPUs into china