Array
(
[content] =>
[params] => Array
(
[0] => /forum/whats-new/latest-activity?before_id=114158
)
[addOns] => Array
(
[DL6/MLTP] => 13
[Hampel/TimeZoneDebug] => 1000070
[SV/ChangePostDate] => 2010200
[SemiWiki/EmailDomainReplace] => 1000010
[SemiWiki/Newsletter] => 1000010
[SemiWiki/WPMenu] => 1000010
[SemiWiki/XPressExtend] => 1000010
[ThemeHouse/XLink] => 1000970
[ThemeHouse/XPress] => 1010570
[XF] => 2031070
[XFI] => 1060170
)
[wordpress] => /var/www/html
)
You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please,
join our community today !
JavaScript is disabled. For a better experience, please enable JavaScript in your browser before proceeding.
You are using an out of date browser. It may not display this or other websites correctly.
You should upgrade or use an
alternative browser .
https://isaiprofitable.com/
Is what makes me think when one collapses, people will finally realize how unprofitable AI is.. and we'll...
Jun 16, 2026
F
The nanosheet vertical uniformity didn't look as good here (on the right).
Jun 16, 2026
N
. 8 more slides at...
Jun 16, 2026
B
I used to think that too.
But then I can't on the one hand say that AI has no moat (among the contestants) and then turn around and say...
Jun 16, 2026
SANTA CLARA, Calif.--(BUSINESS WIRE)-- At the 2026 VLSI Symposium, Intel Foundry provided an update on its process roadmap and long-term...
Jun 16, 2026
SANTA CLARA, Calif.--(BUSINESS WIRE)-- At the 2026 VLSI Symposium, Intel Foundry provided an update on its process roadmap and long-term...
Jun 16, 2026
SANTA CLARA, Calif.--(BUSINESS WIRE)-- At the 2026 VLSI Symposium, Intel Foundry provided an update on its process roadmap and long-term...
Jun 16, 2026
Except that every military application of semiconductors put together -- drones in Ukraine included -- is orders of magnitude smaller...
Jun 16, 2026
O
Yes, that is a good point and that time may come sooner than later. Though, the SpaceAiX IPO just gave Musk enough pocket change to keep...
Jun 16, 2026
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
Xebec replied to the thread Semiconductor Growth Forecasts Are Fantasy … Correction Is Inevitable.https://isaiprofitable.com/ Is what makes me think when one collapses, people will finally realize how unprofitable AI is.. and we'll...
hist78 reacted to Daniel Nenni's post in the thread Intel Foundry Details Process Milestones and Future Innovation at VLSI Symposium with
Like.
SANTA CLARA, Calif.--(BUSINESS WIRE)-- At the 2026 VLSI Symposium, Intel Foundry provided an update on its process roadmap and long-term...
AmandaK posted the thread Intel Foundry Details Process Milestones and Future Innovation at VLSI Symposium in Intel Foundry.SANTA CLARA, Calif.--(BUSINESS WIRE)-- At the 2026 VLSI Symposium, Intel Foundry provided an update on its process roadmap and long-term...
Daniel Nenni posted the thread Intel Foundry Details Process Milestones and Future Innovation at VLSI Symposium in SemiWiki Main Forum ( Ask the Experts! ).SANTA CLARA, Calif.--(BUSINESS WIRE)-- At the 2026 VLSI Symposium, Intel Foundry provided an update on its process roadmap and long-term...
