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B
Supposedly a deal with AAPL is a done deal and INTC is up 15% today
https://stocks.apple.com/A2OMW6VNQR2Oj9zOd1xvQxQ
May 8, 2026
O
While I think that is a good metric to consider, I would have concerns about how the internal customer's opinion relates to an external...
May 8, 2026
O
One thing to ask: Is the Intel Product group happy with IFS as a supplier right now? Are they happy with the supply and planning and...
May 8, 2026
HSINCHU, Taiwan, R.O.C. – May 8, 2026 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for April 2026: On a consolidated...
May 8, 2026
Amazing growth! TSMC reported strong momentum in its April 2026 revenue update, reinforcing the company’s dominant position in the...
May 8, 2026
HSINCHU, Taiwan, R.O.C. – May 8, 2026 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for April 2026: On a consolidated...
May 8, 2026
K
Sky-high DRAM prices are reshaping the economics of AI—and Phison Electronics may be one of the biggest unexpected beneficiaries.
Long...
May 8, 2026
Major tech companies have begun offering to directly invest in SK hynix's new chip production lines and bankroll purchases of advanced...
May 8, 2026
S
this is going to have internal politics involved tbh depending on who you ask and i think we should let products decide in the roadmap.
May 8, 2026
So according to Intel they sold LESS DC CPU processors in Q1 2026 compared to Q1 2025. The increase is revenue was do to price...
May 8, 2026
TSMC SVP, Deputy Co-COO & Chief Information Security Officer, Dr Cliff Hou. Credit: DIGITIMES
Taiwan remained the largest foreign...
May 8, 2026
I
Just my opinion .... and from the view of a potential customer:
1) Roadmap & timeline trust factor
2) Competitive IP concerns
3)...
May 8, 2026
Barcelona, Spain and Maisons‑Laffitte, France — [7th May 2026] — Semidynamics, an advanced computing company developing memory-centric...
May 8, 2026
B
Let's come back to this thread in five years! Everything now is for me too much a sales pitch from SpaceX/Tesla in view of the SpaceX...
May 7, 2026
B
How does Intel get revenue from this? we dont have any details so what is your model? Getting Tesla to pay Intel R&D costs would be HUGE...
May 7, 2026
Like.
One thing to ask: Is the Intel Product group happy with IFS as a supplier right now? Are they happy with the supply and planning and...
HSINCHU, Taiwan, R.O.C. – May 8, 2026 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for April 2026: On a consolidated...
Daniel Nenni replied to the thread TSMC April 2026 Revenue Report.Amazing growth! TSMC reported strong momentum in its April 2026 revenue update, reinforcing the company’s dominant position in the...
Xebec posted the thread SK Hynix customers offering to buy EUV machines.. in SemiWiki Main Forum ( Ask the Experts! ).Major tech companies have begun offering to directly invest in SK hynix's new chip production lines and bankroll purchases of advanced...
AmandaK posted the thread Semidynamics and SiPearl Announce Strategic Cooperation to Develop EU-Sovereign Rack-Scale AI Compute Platform in Semidynamics.Barcelona, Spain and Maisons‑Laffitte, France — [7th May 2026] — Semidynamics, an advanced computing company developing memory-centric...