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I think China bought as many iArF tools as they could during the last 3-4 years, even though they may have gone into storage for a...
Thursday at 9:16 AM
I think ASML set some years ago to spec at 30 mJ/cm2. For ease of comparison of the buyer probably easier to keep the wafers/hour at...
Thursday at 9:10 AM
Jensen appeared in both Synopsys (one month ago) and cadence user event, which is not surprising, however, to me he has a lot more...
Thursday at 8:48 AM
S
Jensen appeared in both Synopsys (one month ago) and cadence user event, which is not surprising, however, to me he has a lot more...
Thursday at 8:44 AM
M
Do we know how much Rapidus actual has spent already in Japan?
For example, We know a little over 20B has been spend on Intel Fab 52...
Thursday at 8:33 AM
M
Rapidus’ chances of existing long term and continuing R&D have improved a lot. In my view, many countries around the world, including US...
Thursday at 8:30 AM
M
Need a AI meme of Musk saying how he will use a ""LASER"" to blow up the world. Maybe a "Mini Musk" too. Playing the part of Robert...
Thursday at 8:27 AM
agreed.. Add them in as a customer. but you need to look at margins. Product group would need to keep margins at their level AND add 14B...
Thursday at 8:23 AM
I have investors who have done extensive analysis on SOTP valuation:
IFS: Negative cash flow, huge negative margins, huge sunk capital...
Thursday at 8:22 AM
B
All the 2nd hand stuff , this new gear is replacing?
Thursday at 8:09 AM
M
In my world, Yes. Dreams and aspirations give a early bump.. maybe it lasts, maybe not. I am not forecasting stock price. I am forecast...
Thursday at 8:08 AM
B
Lets compare what is happening vs exagerrated stories on Terafab.
Musk has committed to build a 25B factory in Texas with colocations...
Thursday at 8:00 AM
A
TSMC to Musk: There's No Shortcuts in the Chip Business
https://www.culpium.com/p/tsmc-to-musk-theres-no-shortcuts
Of course...
Thursday at 7:45 AM
user nl replied to the thread ASML lifts 2026 forecast as surging AI chip demand boosts new orders.I think China bought as many iArF tools as they could during the last 3-4 years, even though they may have gone into storage for a...
Daniel Nenni reacted to swka's post in the thread Analyst Q&A with Cadence CEO Anirudh Devgan with
Like.
Jensen appeared in both Synopsys (one month ago) and cadence user event, which is not surprising, however, to me he has a lot more...
hist78 reacted to MKWVentures's post in the thread Could Intel’s Foundry Be Worth $500 Billion? with
Haha.
Lets compare what is happening vs exagerrated stories on Terafab. Musk has committed to build a 25B factory in Texas with colocations...