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K
Thought this EMIB yield article for TPUs was also interesting. Based on an X posting by Ming-Chi Kuo, it highlights a few things.
* It...
May 11, 2026
M
could be the best IPO timing of all time. Dont forget to slowly sell off the stock over time :p
May 11, 2026
M
One could argue that Intel's "5 nodes in 4 years" was a bit of a tap dance ..... and that they didn't do anything like that.
"Intel 7"...
May 11, 2026
- Cerebras to raise IPO price range, share count amid strong demand, sources say
- Orders exceed 20 times available shares as AI chip...
May 11, 2026
K
Thanks - and fully agree - I didn't question N2's density advantage - was just curious about the power efficiency.
haha, fair -- My...
May 11, 2026
R
Hmm, If AI or high-end compute demand plateaus even slightly, we could see underutilization outside Taiwan.
May 11, 2026
A
The shift from cost-based competition to capacity control and technological leadership is a major turning point for the semiconductor...
May 11, 2026
K
Musk was mocking "big expensive clean rooms" and said the way he would modernize the stodgy semi industry is put wafers inside...
May 11, 2026
F
Two key paragraphs for me:
Tan acknowledged he has focused on customers, and said that he is now getting closer to the lineup of...
May 11, 2026
F
Ah, yes.
The "this time it's different" canard, said before every major bubble. And it coincidentally generates HUGE fees for Goldman...
May 10, 2026
F
Musk was mocking "big expensive clean rooms" and said the way he would modernize the stodgy semi industry is put wafers inside...
May 10, 2026
I think most who follow the technology "feel" like TSMC is likely to produce the more efficient transistors. As you point out, history...
May 10, 2026
Indeed, there is no way these banks can sell all these shares to pensionfunds and individual investors with a nagative PE or a PE=1000...
May 10, 2026
O
I think most who follow the technology "feel" like TSMC is likely to produce the more efficient transistors. As you point out, history...
May 10, 2026
Be my guest to join SpaceX IPO in deep "space", whatever that means................I'm sure there will be another big country able to do...
May 10, 2026
Like.
One could argue that Intel's "5 nodes in 4 years" was a bit of a tap dance ..... and that they didn't do anything like that. "Intel 7"...
Daniel Nenni posted the thread Cerebras to raise IPO price range to $150-$160 as demand surges, sources say in SemiWiki Main Forum ( Ask the Experts! ).- Cerebras to raise IPO price range, share count amid strong demand, sources say - Orders exceed 20 times available shares as AI chip...
Xebec reacted to OneEng's post in the thread Industry faces “acute” CPU shortage with hope that Intel 18A yields improve with
user nl replied to the thread Elon Musk lays out Terafab AI chip project plan.Indeed, there is no way these banks can sell all these shares to pensionfunds and individual investors with a nagative PE or a PE=1000...