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HSINCHU, Taiwan & TEMPE, Ariz., June 16, 2026--(BUSINESS WIRE)--Taiwan Semiconductor Manufacturing Company (NYSE: TSM) and Amkor...
Jun 16, 2026
That amount of EUV High NA i.e. 6 is really underestimate, because SK Hynix will have this much in Q4 2028.
Whether the machine is...
Jun 16, 2026
M
That amount of EUV High NA i.e. 6 is really underestimate, because SK Hynix will have this much in Q4 2028.
Whether the machine is...
Jun 16, 2026
B
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
B
. 8 more slides at...
Jun 16, 2026
If you are the top of the food chain. The good times should stay for a while yet.
However for those further down the food chain , life...
Jun 16, 2026
Indeed! Of course they have a point, that the current pricing environment will not last forever, but their reasoning is rather peculiar...
Jun 16, 2026
Except that every military application of semiconductors put together -- drones in Ukraine included -- is orders of magnitude smaller...
Jun 16, 2026
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
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
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
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
All we need is one major AI company to run out of cash..
Jun 16, 2026
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
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
Daniel Nenni posted the thread TSMC and Amkor Technology Announce Long Term Partnership to Accelerate Advanced Packaging in the United States in SemiWiki Main Forum ( Ask the Experts! ).HSINCHU, Taiwan & TEMPE, Ariz., June 16, 2026--(BUSINESS WIRE)--Taiwan Semiconductor Manufacturing Company (NYSE: TSM) and Amkor...
Like.
That amount of EUV High NA i.e. 6 is really underestimate, because SK Hynix will have this much in Q4 2028. Whether the machine is...
Haha.
All we need is one major AI company to run out of cash..