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E
TSMC asked customers and they said no hurry on HNA-UEV. The risk/reward is not there yet. Simple as that. This topic came up in the...
Apr 29, 2026
E
That's right, xLight really needs ASML buyoff.
Apr 29, 2026
E
xLight is looking for its first commercial system operational by 2029. It's a very aggressive and optimistic timeline.
Apr 29, 2026
E
My feeling is that INTEL will only invest in new tools when they see that profitability is there. It seems they have Fab shell clean...
Apr 29, 2026
E
EUV tools and all the fabs’ land, buildings, and machines are part of Property, Plant, and Equipment (PP&E) in accounting. Here I...
Apr 29, 2026
E
Intel isnt even remotely run as well as tsmc nor are its financials. It's PE is comical at this point. We shall see what the future...
Apr 29, 2026
E
Business traction on 22nm continues to gain momentum, accounting for 14% of Q1 revenue
Expect Q2 wafer shipments to grow by high single...
Apr 29, 2026
F
TLDR: 1) so does every other semi company; 2) you ain't seen nothing yet.
Let me offer an NVIDIA/AMD/Tesla-style valuation for $INTC...
Apr 29, 2026
It is also related to perception and deception.
Apr 29, 2026
My take on the current moats:
* Gaming / Professional Graphics - limited chip capacity - AMD would rather spend limited allocation on AI...
Apr 29, 2026
The back and forth regarding selling chips to China has generated a lot of discussion. I think Dwarkesh, as a 25 years old I believe...
Apr 29, 2026
K
I worked with an excellent engineer from Korea. As an only child he felt an obligation to care for his parents, who were older and...
Apr 29, 2026
Intel 18A-P looks impressive - 9% more speed even at a lower voltage (0.76V --> 0.75V).
"Improved Thermal Conductivity by 50% sounds...
Apr 29, 2026
N2 is already denser than 18A right?
Apr 29, 2026
Yeah by a decent bit can't recall the exact number but around 30% for the 18A HD Cell vs TSMC 2-1 NanoFlex
Apr 29, 2026
Like.
TSMC asked customers and they said no hurry on HNA-UEV. The risk/reward is not there yet. Simple as that. This topic came up in the...
hist78 replied to the thread US Chipmakers Hit Record Highs as Intel Turbocharges AI Rally.It is also related to perception and deception.
Xebec reacted to KevinK's post in the thread Jensen Huang – Will Nvidia’s moat persist? Podcast with Dwarkesh Patel with
Daniel Nenni reacted to Xebec's post in the thread VLSI 2026 Preview TSMC A16/ Intel 18AP with