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S
Fred, can you please cite your source? I don't think ZAM is "still vertically stacked DRAM". There is a "vertical" component, but why is...
Apr 30, 2026
M
lets see what AMD reports out. IMO, Intel Products should be worth more than AMD (Higher revenue and margin). Even thought AMD has AI...
Apr 30, 2026
- Samsung Q1 operating profit rose over 750% year-on-year to a record 57.2 trillion won
- Chip division alone contributed 53.7 trillion...
Apr 30, 2026
Absolutely agree - and we might be getting close to the limits (demising returns as you suggest) of how much can be optimized via...
Apr 30, 2026
K
Absolutely agree - and we might be getting close to the limits (demising returns as you suggest) of how much can be optimized via...
Apr 30, 2026
As SpaceX prepares for a public debut at a valuation targeting US$1.75 trillion, new regulatory filings have revealed a corporate...
Apr 30, 2026
Yes, even the new 13A is still low NA EUV
Apr 30, 2026
K
The other curveball is - what's needed for peak AI inference performance keeps changing. FP vs. Integer, precision levels, and even...
Apr 30, 2026
K
a conference at Portland, Oregon, Apr 14-16, 2026, link = https://www.techinsights.com/2026-cmc-conference
. Entegris, "Enabling the...
Apr 30, 2026
K
Intel 18A => 18A-P
. V0-V2 R reduction, with "W => Mo"? Or, could be something else
. source = 2026-Jun-VLSI media kit...
Apr 30, 2026
K
from W to Mo
. 3D NAND, already done for high volume production, Lam is the leading supplier
. Logic, Applied is trying to do the same...
Apr 30, 2026
Yes, even the new 13A is still low NA EUV
Apr 30, 2026
- Samsung Q1 operating profit rose over 750% year-on-year to a record 57.2 trillion won
- Chip division alone contributed 53.7 trillion...
Apr 30, 2026
S
Intel price should be even lower I think
Apr 30, 2026
N
Intel 18A => 18A-P
. V0-V2 R reduction, with "W => Mo"? Or, could be something else
. source = 2026-Jun-VLSI media kit...
Apr 30, 2026
Xebec reacted to Daniel Nenni's post in the thread Samsung Stock: Profit Surges 750% as AI Chip Demand Hits Record with
Like.
- Samsung Q1 operating profit rose over 750% year-on-year to a record 57.2 trillion won - Chip division alone contributed 53.7 trillion...
user nl posted the thread SpaceX's IPO gives Musk unchecked control via 'Texas fortress' strategy in SemiWiki Main Forum ( Ask the Experts! ).As SpaceX prepares for a public debut at a valuation targeting US$1.75 trillion, new regulatory filings have revealed a corporate...
Daniel Nenni posted the thread Samsung Stock: Profit Surges 750% as AI Chip Demand Hits Record in SemiWiki Main Forum ( Ask the Experts! ).- Samsung Q1 operating profit rose over 750% year-on-year to a record 57.2 trillion won - Chip division alone contributed 53.7 trillion...
