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This is a new economy..... Its not about Revenue or earnings or free cash flow .... its about aspirations and affirmations. Terafab is...
Apr 29, 2026
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This is basically HBM, next generation. It's still vertically stacked DRAM dies with TSV connections on top of logic base die.
Apr 29, 2026
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A lot will depend on cost per token vs interactivity profile of different suppliers plus effectiveness of agents. If NVIDIA gets to a...
Apr 29, 2026
X
Intel and SoftBank, through their subsidiary Saimemory, have been developing an alternative technology to the popular high-bandwidth...
Apr 29, 2026
NEW YORK, April 28 (Reuters) - The U.S. Department of Commerce last week ordered multiple chip equipment companies to halt certain tool...
Apr 29, 2026
FILE PHOTO: The TSMC logo is displayed on a building in Hsinchu
TAIPEI, April 29 (Reuters) - Taiwan Semiconductor Manufacturing Co...
Apr 29, 2026
Professional - generally agreed, though I think this moat is drying up slowly here for Nvidia. x86 iGPUs continue to grow in...
Apr 29, 2026
It is also related to perception and deception.
Apr 29, 2026
As long as INTC is profitable, it should be valued higher than AMD:
- Still the majority leader for x86 sales
- Provides manufacturing...
Apr 29, 2026
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
Intel started trading on vibes about a year ago. Wallstreet has gotten way out over its skis on this one
Apr 29, 2026
Don’t blame Intel for it. Blame AMD, Nvidia, etc. Value is relative. Without reference, there is no value. As I have pointed out many...
Apr 29, 2026
Like.
This is a new economy..... Its not about Revenue or earnings or free cash flow .... its about aspirations and affirmations. Terafab is...
Daniel Nenni posted the thread US orders chip equipment companies to halt some shipments to China's No. 2 chipmaker Hua Hong in SemiWiki Main Forum ( Ask the Experts! ).NEW YORK, April 28 (Reuters) - The U.S. Department of Commerce last week ordered multiple chip equipment companies to halt certain tool...
Xebec replied to the thread Jensen Huang – Will Nvidia’s moat persist? Podcast with Dwarkesh Patel.Professional - generally agreed, though I think this moat is drying up slowly here for Nvidia. x86 iGPUs continue to grow in...
