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Enables engineers to evaluate photonic systems from device physics through full optical link performance within a connected workflow...
Jun 16, 2026
All we need is one major AI company to run out of cash..
Jun 16, 2026
O
One would think when your richest customers have to start beefing up their balance sheets, the end is nigh.
However, the flip side of...
Jun 16, 2026
O
Exactly! And now to the trillion dollar question: When does units start to go meaningfully up and enable supply to catch up to demand...
Jun 16, 2026
O
I think when there is slack in the system, units and ASP will go up together because utilization will go up and inventory will be burned...
Jun 16, 2026
O
Last year, Intel CEO Li‑Bu Tan stated that Intel would need additional capital spending on 18A if external customers arrive, although...
Jun 16, 2026
I know Chi Foon from Synopsys. He really knows his wine! Lip-Bu also joined the Intel board in 2022 so there is a connection.
Jun 16, 2026
M
Atomic simulation is not just modeling. It is becoming realization evidence.
By Dr. Moh Kolbehdari
As semiconductor scaling moves...
Jun 16, 2026
B
I think when there is slack in the system, units and ASP will go up together because utilization will go up and inventory will be burned...
Jun 16, 2026
E
Anshul Saxena
Product Strategy, Planning & Portfolio Management | Ecosystem Engagement | Engineering
June 11, 2026
Every silicon...
Jun 16, 2026
B
My point is not everybody in the supply chain is "feeling the benefits"
So its always misleading when the entire industry is lumped...
Jun 16, 2026
O
Yes, indeed. Though, my point is, that the overlooked demand drivers are not inconsequential if you start adding the numbers and take...
Jun 16, 2026
O
Except that every military application of semiconductors put together -- drones in Ukraine included -- is orders of magnitude smaller...
Jun 16, 2026
I fell you overestimate Intel's business and way-underestimate tsmc. My personal forecast is that Intel will have only 6 HNA by end of...
Jun 16, 2026
F
i am pretty sure they have both High-NA and Non High-Na variant
Jun 16, 2026
AmandaK posted the thread Keysight Expands Photonic Design Automation Portfolio with System-Level Simulation in Keysight EDA.Enables engineers to evaluate photonic systems from device physics through full optical link performance within a connected workflow...
Xebec replied to the thread Semiconductor Growth Forecasts Are Fantasy … Correction Is Inevitable.All we need is one major AI company to run out of cash..
Like.
One would think when your richest customers have to start beefing up their balance sheets, the end is nigh. However, the flip side of...
Daniel Nenni replied to the thread Google and Nvidia Consider Intel as Backup Chip Manufacturer - The Information.I know Chi Foon from Synopsys. He really knows his wine! Lip-Bu also joined the Intel board in 2022 so there is a connection.