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Latest activity

What's new Featured content New posts Latest activity

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bilau replied to the thread Analysis: How a nudge from Nvidia propelled frugal Micron into the AI boom and a $1 trillion market cap.

I am sure the three musketeers will tacitly pace new capacity to exact maximum profit for as long as they can. The wild card is CXMT...

Yesterday at 6:38 AM
Xebec reacted to Paul2's post in the thread Monolithic three-dimensional integration of silicon transistors with Like.

I want to get the pdf

Yesterday at 6:02 AM
Xebec reacted to Fred Chen's post in the thread Monolithic three-dimensional integration of silicon transistors with Like.

Published: 27 May 2026 Monolithic three-dimensional integration of silicon transistors Monolithic, three-dimensional (3D) integrated...

Yesterday at 6:02 AM
Xebec posted the thread Nvidia "time capsule" - 2011 Computing Brief in SemiWiki Main Forum ( Ask the Experts! ).

I can't post full slides here for reasons, but I found a Nvidia customer brief in 2011 that had a few interesting take-aways: - Nvidia...
Yesterday at 6:01 AM
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Paul2 replied to the thread Monolithic three-dimensional integration of silicon transistors.

I want to get the pdf

Yesterday at 5:42 AM
B

Barnsley replied to the thread AI 'chipflation' spreading from data centers to wider economy, Morgan Stanley warns.

https://www.reuters.com/world/china/tsmc-boss-upbeat-outlook-ai-boom-shows-no-sign-easing-2026-06-04/ "TSMC working hard to meet chip...

Yesterday at 4:54 AM
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Fred Chen posted the thread Monolithic three-dimensional integration of silicon transistors in SemiWiki Main Forum ( Ask the Experts! ).

Published: 27 May 2026 Monolithic three-dimensional integration of silicon transistors Monolithic, three-dimensional (3D) integrated...

Yesterday at 4:21 AM
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freshshine1 reacted to blueone's post in the thread Intel's Lip-Bu Tan: "B0 you keep your job, anything about that you are fired" with Like.

For relatively simple chips (compared to CPUs), A1 or A2 is often possible. For chips which use considerable state machine logic, B0 is...

Yesterday at 12:36 AM
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freshshine1 reacted to Xebec's post in the thread LIVE: Intel CEO Lip-Bu Tan speaks at COMPUTEX with Love.

Is he also the first Intel CEO to wear these:

Yesterday at 12:00 AM
F

Fred Chen replied to the thread Samsung GAA SF2, Exynos 2600, cross-section images.

This teardown by Kurnal was posted on X yesterday: https://x.com/i/status/2062125652288131276 Pitches are listed there, but the really...

Wednesday at 8:24 PM
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Fred Chen reacted to Daniel Nenni's post in the thread If Taiwan Falls, the Fabs Burn: Why TSMC's Destruction Is the Inevitable Outcome of a China Invasion with Like.

From my experience with my Chinese based friends the younger generations are much more against a military takeover of Taiwan than the...

Wednesday at 8:21 PM
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Fred Chen reacted to rinoali's post in the thread If Taiwan Falls, the Fabs Burn: Why TSMC's Destruction Is the Inevitable Outcome of a China Invasion with Like.

Hope to say something about this topic. In China , most people think we won‘t get TW back by military path, unless TW try to become a...

Wednesday at 8:21 PM
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Fred Chen reacted to Xebec's post in the thread If Taiwan Falls, the Fabs Burn: Why TSMC's Destruction Is the Inevitable Outcome of a China Invasion with Like.

How vulnerable (self-sufficient) is China right now if Taiwan ceased to exist as part of the chip market? I assume it's still a ...

Wednesday at 8:20 PM
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Fred Chen reacted to Daniel Nenni's post in the thread If Taiwan Falls, the Fabs Burn: Why TSMC's Destruction Is the Inevitable Outcome of a China Invasion with Like.

What do you think will happen to the US, Japan, and German TSMC fabs if Taiwan falls? There is a paper like this from the US Military...

Wednesday at 8:19 PM
J

jorgequinonez reacted to Paul2's post in the thread If Taiwan Falls, the Fabs Burn: Why TSMC's Destruction Is the Inevitable Outcome of a China Invasion with Like.

A half of semi industry is chemicals, and a big part of semi chem is in TW. Fab techs in US, and JP will get summons, and without...

Wednesday at 7:51 PM

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