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Averagely, each SK hynix employee could receive $475,000 bonuses this year. 😲😲...
Apr 20, 2026
TSMC is not the only foundry raising prices. Hopefully Samsung gets on board and kicks their deep discounting habit. AI will generate...
Apr 20, 2026
X
1. IDM/2.0: Margin stacking
2. LBT answered it in the video: 94% of advanced semi manufacturing in Taiwan. Hence, there is an embedded...
Apr 20, 2026
K
I respect your opinions and appreciate your insights, but you and that analyst guy, Stacy, are the closest to a 'bean counter' type of...
Apr 20, 2026
M
Is Intel regaining market share? we should know this week
Question: If IFS gets 3 large customers. total revenue = 5B/year. and IFS...
Apr 20, 2026
I joined Mentor Graphics through the acquisition of Silicon Compilers, then moved from California to Oregon back in 1995. Fond memories...
Apr 20, 2026
X
Also, does this growth imply that Intel’s products are becoming more competitive and starting to regain some market share?
Apr 20, 2026
X
An alternative approach to address AI accelerator market:
Apr 20, 2026
X
If the timeline delay is due to external demand for 14A, then that is a good problem to have. If so, IFS should be valued on a...
Apr 20, 2026
M
Intel capitalizes equipment related service contracts like everyone and building improvements. I am not sure of any "operating expenses"...
Apr 20, 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 20, 2026
> Taiwan, the United States, and Japan
That's just one continent 😁
Apr 20, 2026
Or three countries (US, Taiwan, Japan) in two continents (North America, Asia).
Apr 20, 2026
Along with its internal ASIC development team, Google now works with at least four external ASIC partners: Broadcom, MediaTek, Intel...
Apr 20, 2026
hist78 replied to the thread UMC to Raise Prices in 2H 2026.Averagely, each SK hynix employee could receive $475,000 bonuses this year. 😲😲...
Daniel Nenni posted the thread UMC to Raise Prices in 2H 2026 in SemiWiki Main Forum ( Ask the Experts! ).TSMC is not the only foundry raising prices. Hopefully Samsung gets on board and kicks their deep discounting habit. AI will generate...
I joined Mentor Graphics through the acquisition of Silicon Compilers, then moved from California to Oregon back in 1995. Fond memories...
Haha.
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...
Like.
> Taiwan, the United States, and Japan That's just one continent 😁