Array
(
[content] =>
[params] => Array
(
[0] => /forum/whats-new/latest-activity?before_id=110913
)
[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
)
You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please,
join our community today !
JavaScript is disabled. For a better experience, please enable JavaScript in your browser before proceeding.
You are using an out of date browser. It may not display this or other websites correctly.
You should upgrade or use an
alternative browser .
B
Or their suppliers.
To whom are ASML gonna put the squeeze on to push margin.
This is where the Semicon ecosystem breakdown.
Thursday at 9:12 PM
Nvidia and Jensen Huang may still raise concerns about pricing, terms, capacity, or relationship in private meetings with TSMC. They...
Thursday at 8:21 PM
K
This one is interesting because it highlights the chip company as the data center operator as well (just like Google TPU). It's also...
Thursday at 7:09 PM
M
I have the same question. I understand that TSMC can delay the introduction of High NA to gain leverage in price negotiations. However...
Thursday at 6:42 PM
A
Under Gelsinger you might have been right. There seems to be a very different approach to managing R&D and manufacturing than in the...
Thursday at 6:33 PM
The 1990s in general were choppy -- some boom and bust cycles, though overall a boom. Memory was all over the place, pricing-wise in...
Thursday at 3:43 PM
What is preventing ASML from generating higher margins? The entire stack of products doesn't exist without them at this point.
Thursday at 3:37 PM
CC Wei uses the jargon "our wafer prices are value based", since some quarters in their investor calls. That is the same language that...
Thursday at 3:36 PM
O
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 1:37 PM
M
just saw this link. This is part of the roadmap discussion (support for old sockets). I also heard meteor lake is down to trivial...
Thursday at 1:01 PM
M
Thanks to Lip Bu Intel has become way tight lipped too much i would say they won't give us a client product roadmap :(
Thursday at 11:28 AM
M
Intel is still giving quarterly roadmap updates to customers similar to before. Those are under NDA but they pop up on the internet...
Thursday at 11:04 AM
B
It was before my time, but I heard the stories about 1995, is 2026 like 1995 again? Asking someone who remembers what the growth in...
Thursday at 10:51 AM
S
Thanks to Lip Bu Intel has become way tight lipped too much i would say they won't give us a client product roadmap :(
Thursday at 10:47 AM
S
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 10:46 AM
hist78 replied to the thread TSMC Q1 2026 Revenue Increased 40.6% Year-Over-Year!!!!!.Nvidia and Jensen Huang may still raise concerns about pricing, terms, capacity, or relationship in private meetings with TSMC. They...
Xebec replied to the thread TSMC Q1 2026 Revenue Increased 40.6% Year-Over-Year!!!!!.The 1990s in general were choppy -- some boom and bust cycles, though overall a boom. Memory was all over the place, pricing-wise in...
Like.
CC Wei uses the jargon "our wafer prices are value based", since some quarters in their investor calls. That is the same language that...
Haha.
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...