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L
https://www.tomshardware.com/pc-components/gpus/datacenter-gpu-service-life-can-be-surprisingly-short-only-one-to-three-years-is-expected...
May 12, 2026
M
Well put.... 100% agree and I have heard the same.
I think LBTs changes are culture and tactics. the strategy has a ton of sunk cost at...
May 12, 2026
Agree. The "feels like Pat's strategy but with more [fill in the blank with their perspective]" comment has come up, but not as the...
May 12, 2026
F
At IMW, it was revealed these 8-high+logic die stacks are turned on their side and stacked laterally as tiles to form an inductively...
May 12, 2026
B
There are a lot of potential can of worms with this settlement:
- Can Anthrophic train again with these books?
- What other similar...
May 12, 2026
There are a lot of potential can of worms with this settlement:
- Can Anthrophic train again with these books?
- What other similar...
May 12, 2026
B
This is a new business model: Build a modern fab with low engineering and labor requirements (little maintenance in the early years)...
May 12, 2026
Please note that this article cites information from Central News Agency, Common Wealth Magazine, Anue, Commercial Times, and Wccftech...
May 12, 2026
B
Havent started Production yet , but already looking at expansion 😲😲😲
May 12, 2026
B
https://www.taipeitimes.com/News/biz/archives/2026/05/09/2003857003
Contract chipmaker Vanguard International Semiconductor Corp (世界先進)...
May 12, 2026
SK Hynix is drawing attention for seeking cooperation with Intel in the field of cutting-edge packaging. It is understood that the...
May 12, 2026
B
This is the fundamental driver of success or failure in foundry--having wafers to run to do the engineering that drives the yields up...
May 12, 2026
B
The description of Kevork Kechichian demanding a "recovery plan" and the result is a schedule push-out, is priceless.
He views that as...
May 12, 2026
HSINCHU, Taiwan, R.O.C., May 12, 2026 – The TSMC (TWSE: 2330, NYSE: TSM) Board of Directors today held a meeting, which passed the...
May 12, 2026
May 7, 2026
PDF Version
– Financial performance: bookings, revenue, gross margin and profitability exceeded consensus –
– AI FTCO™...
May 12, 2026
Xebec reacted to blueone's post in the thread Intel’s stock tripled under Lip-Bu Tan. He still has not told most employees the plan. with
Like.
Agree. The "feels like Pat's strategy but with more [fill in the blank with their perspective]" comment has come up, but not as the...
Daniel Nenni posted the thread TSMC Flags Four Key Challenges in Arizona Buildout Even as U.S. Fab Beats Expectations in SemiWiki Main Forum ( Ask the Experts! ).Please note that this article cites information from Central News Agency, Common Wealth Magazine, Anue, Commercial Times, and Wccftech...
May 7, 2026 PDF Version – Financial performance: bookings, revenue, gross margin and profitability exceeded consensus – – AI FTCO™...