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FWIW, it's not as clean as a scenario as it sounds -- Lidar also has issues in these scenarios, too...
May 17, 2026
@blueone
If Apple’s own official announcements can’t convince you that Apple did not complete the Intel‑to‑Apple‑silicon transition in...
May 17, 2026
But Intel’s Q1 2026 Client Computing Group (CCG) revenue is essentially flat compared to Q1 2025, and it has been declining since Q2...
May 17, 2026
DC CPU Share loss was higher than expected. Intel gained share in desktop but also lost share in Notebooks.
DC roadmaps can be very...
May 17, 2026
What could his approach be?
May 17, 2026
LOL. Yea, it doesn't help a company at all to keep changing tracks. Each track change takes time and money to do, and the company is...
May 17, 2026
B
CXMT 2026 Q1 profit is 4.8 billion USD，hightest among Chinese semi companies. 2026 whole year profit is expected to exceed 20 billion...
May 17, 2026
It took about two and a half years from the shipment of the first Mac with Apple silicon (at the end of 2020) to the completion of the...
May 17, 2026
F
CXMT is working on 64-layer 3D DRAM, having already made 5 layers.
https://ieeexplore.ieee.org/document/11399912
May 17, 2026
T
CXMT 2026 Q1 profit is 4.8 billion USD，hightest among Chinese semi companies. 2026 whole year profit is expected to exceed 20 billion...
May 17, 2026
S
nothing in here says A21. it is legacy products mostly targetted at specific markets.
Also TSMC does not package phone processors. a...
May 17, 2026
CXMT timed their scale-up perfectly. I think their fab capacity is still small compared to Samsung, Micron and Hynix though.
May 17, 2026
https://www.reuters.com/world/india/tata-electronics-asml-partner-indias-first-semiconductor-fab-2026-05-16/
May 17, 2026
- ASML will enable the establishment and ramp-up of Tata Electronics’ Dholera fab with its holistic suite of lithography tools and...
May 17, 2026
B
CXMT timed their scale-up perfectly. I think their fab capacity is still small compared to Samsung, Micron and Hynix though.
May 17, 2026
hist78 reacted to Xebec's post in the thread World’s first native color LiDAR gives machines human-like vision with
Like.
FWIW, it's not as clean as a scenario as it sounds -- Lidar also has issues in these scenarios, too...
Wow.
CXMT 2026 Q1 profit is 4.8 billion USD，hightest among Chinese semi companies. 2026 whole year profit is expected to exceed 20 billion...
Xebec reacted to benb's post in the thread Chinese memory module makers ramp up production as CXMT DDR5 breakthrough hits market with
Daniel Nenni replied to the thread Tata Electronics and ASML Announce Strategic Partnership to Advance the Semiconductor Manufacturing Ecosystem in India.https://www.reuters.com/world/india/tata-electronics-asml-partner-indias-first-semiconductor-fab-2026-05-16/
