Array
(
    [content] => 
    [params] => Array
        (
            [0] => /forum/whats-new/latest-activity?before_id=110828
        )

    [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
)

Latest activity

What's new Featured content New posts Latest activity

S

siliconbruh999 replied to the thread Could Intel’s Foundry Be Worth $500 Billion?.

Or need to increase Internal revenue

Wednesday at 9:53 AM
S

siliconbruh999 reacted to essiah's post in the thread Could Intel’s Foundry Be Worth $500 Billion? with Like.

Intel didn't learn from ICF. They repeated some of the blunders as b4

Wednesday at 9:52 AM
S

siliconbruh999 reacted to blueone's post in the thread Could Intel’s Foundry Be Worth $500 Billion? with Haha.

"Customers shifted to TSMC." What customers? Foundry customers? There weren't any. If the author can't get that right, the rest of...

Wednesday at 9:52 AM
K

KevinK reacted to Daniel Nenni's post in the thread Nvidia Is Negotiating To Buy A Large PC Oriented Company with Like.

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...

Wednesday at 9:43 AM
K

KevinK reacted to essiah's post in the thread Could Intel’s Foundry Be Worth $500 Billion? with Like.

Intel didn't learn from ICF. They repeated some of the blunders as b4

Wednesday at 9:41 AM
K

KevinK reacted to Daniel Nenni's post in the thread ASML lifts 2026 forecast as surging AI chip demand boosts new orders with Like.

- ASML lifts 2026 revenue outlook to 36 billion-40 billion euros - Chipmaking tool maker cites AI-driven demand - CEO Christophe Fouquet...

Wednesday at 9:40 AM
Daniel Nenni reacted to MKWVentures's post in the thread "Intel is proud to join the Terafab project with @SpaceX, @xAI, and @Tesla to help refactor silicon fab technology" with Haha.

Lets compare what is happening vs exagerrated stories on Terafab. Musk has committed to build a 25B factory in Texas with colocations...

Wednesday at 8:42 AM
Daniel Nenni replied to the thread ASML lifts 2026 forecast as surging AI chip demand boosts new orders.

TSMC and South Korea would be my guess unless Terafab is already gearing up? :ROFLMAO:

Wednesday at 8:35 AM
M

MKWVentures reacted to floppydisk's post in the thread "Intel is proud to join the Terafab project with @SpaceX, @xAI, and @Tesla to help refactor silicon fab technology" with Like.

I don't believe 25B is for TeraFab: https://semiwiki.com/forum/threads/terafab-21-march-2026.24804/post-98569 I would imagine that Musk...

Wednesday at 8:35 AM
Daniel Nenni posted the thread ASML lifts 2026 forecast as surging AI chip demand boosts new orders in SemiWiki Main Forum ( Ask the Experts! ).

- ASML lifts 2026 revenue outlook to 36 billion-40 billion euros - Chipmaking tool maker cites AI-driven demand - CEO Christophe Fouquet...
Wednesday at 8:34 AM
M

MKWVentures replied to the thread "Intel is proud to join the Terafab project with @SpaceX, @xAI, and @Tesla to help refactor silicon fab technology".

Lets compare what is happening vs exagerrated stories on Terafab. Musk has committed to build a 25B factory in Texas with colocations...

Wednesday at 8:34 AM
M

MKWVentures replied to the thread Could Intel’s Foundry Be Worth $500 Billion?.

I have investors who have done extensive analysis on SOTP valuation: IFS: Negative cash flow, huge negative margins, huge sunk capital...

Wednesday at 8:18 AM
S

SPC_1925 posted the thread Appointment: John Ghekiere to Lead Wafer-Level Metallization Development at Sharretts Plating in General Press.

Sharretts Plating Company (SPC) is building internal capability in wafer-level metallization, with a focus on electrochemical deposition...

Wednesday at 7:07 AM
E

essiah replied to the thread Could Intel’s Foundry Be Worth $500 Billion?.

Intel didn't learn from ICF. They repeated some of the blunders as b4

Wednesday at 3:37 AM
B

Barnsley replied to the thread Japan approves additional $4Bfor chipmaker Rapidus.

Wait til they bring the squeeze once within their eco-system 🤣🤣🤣🤣

Wednesday at 2:27 AM

Show older items