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N
AMD, "forced" to follow Nvidia for CPO
. "forced" to select MRM (micro-ring modulator), same as Nvidia
. "forced" to use GF, since TSMC...
Apr 26, 2026
M
The semiconductor industry is currently obsessed with the "Talent Gap." We are in a global race to hire the brightest minds in...
Apr 26, 2026
L
There are several alternative explanations for that. First and most obvious would be to point at a Frank Yeary run board. They simply...
Apr 26, 2026
T
Interesting data there. Of course, there might be some non-salary compensation (stock options and similar) in the US which might make up...
Apr 26, 2026
ASML's EUV tool takes only 60 pages of instructions to build, and received many orders especially from ASML's own people.
Is this part...
Apr 26, 2026
K
Very interesting to see which way this goes in Korea. It looks like the union is asking for a removal of the bonus cap, similar to what...
Apr 26, 2026
S
Just a small comment here -- Elon aims far higher than most people, and often fails. On the flip side, many people don't even try and...
Apr 26, 2026
I never commented on Starship and his reusable rocket boosters.
I think there are more smart and talented people that do not want to...
Apr 26, 2026
Just a small comment here -- Elon aims far higher than most people, and often fails. On the flip side, many people don't even try and...
Apr 26, 2026
M
ASML's EUV tool takes only 60 pages of instructions to build, and received many orders especially from ASML's own people.
Is this part...
Apr 26, 2026
B
As said, my take on Terafab is that Musk wants to reserve his 35% cash prepayment checks, that Trump wrote to him in Summer 2025 in the...
Apr 26, 2026
As said, my take on Terafab is that Musk wants to reserve his 35% cash prepayment checks, that Trump wrote to him in Summer 2025 in the...
Apr 26, 2026
ASML shipped 48 EUV lithography and 131 immersion DUV tools in 2025. Musk cannot achieve his projected output, even ASML catered only to...
Apr 26, 2026
B
https://www.channelnewsasia.com/business/samsungs-chip-output-drops-overnight-workers-protest-over-pay-union-says-6078796
SEOUL, April...
Apr 26, 2026
ASML's EUV tool takes only 60 pages of instructions to build, and received many orders especially from ASML's own people.
Is this part...
Apr 25, 2026
Like.
There are several alternative explanations for that. First and most obvious would be to point at a Frank Yeary run board. They simply...
hist78 reacted to user nl's post in the thread ASML lifts 2026 forecast as surging AI chip demand boosts new orders with
user nl replied to the thread Exclusive: Intel Tells Staff It Will Disclose Scope Of Work With Elon Musk In ‘Coming Weeks’.I never commented on Starship and his reusable rocket boosters. I think there are more smart and talented people that do not want to...
Xebec replied to the thread Exclusive: Intel Tells Staff It Will Disclose Scope Of Work With Elon Musk In ‘Coming Weeks’.Just a small comment here -- Elon aims far higher than most people, and often fails. On the flip side, many people don't even try and...
Love.
ASML's EUV tool takes only 60 pages of instructions to build, and received many orders especially from ASML's own people. Is this part...
