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M
Hi everyone ... thanks for the interesting discussion. We go into a LOT more detail and analysis in the full report; this extract was...
Jun 17, 2026
M
ASPs rise in a shortage situation, and collapse when supply catches up with demand. The long-term ASP growth is ZERO! Moore's second...
Jun 17, 2026
M
Indeed, the devil is in the detail and you don't have to dig too deeply before the arguments don't hold up
Jun 17, 2026
The global semiconductor industry powers everything from artificial intelligence to everyday electronics, and is on track to become a $1...
Jun 17, 2026
D
. 8 more slides at...
Jun 17, 2026
D
SANTA CLARA, Calif.--(BUSINESS WIRE)-- At the 2026 VLSI Symposium, Intel Foundry provided an update on its process roadmap and long-term...
Jun 17, 2026
D
Someone leaked the pitch sizes for 14A on twitter
Intel 14A
Code: 1280
G48H126
M0: 28nm
Time: 2028
Intel 14A2
Code: 1280.1
G44H110...
Jun 17, 2026
Something which is maybe 1% or less of the market is not a demand driver in any possible meaning of the word... ;-)
Military/defence...
Jun 17, 2026
Indeed -- though whether it's a true microprocessor in the normal meaning of the word (it was a multi-chip partitioned CPU) is...
Jun 17, 2026
It is a very likely scenario. And yes, a lot of ressources and tokens are being wasted right now.
But there is an alternative scenario...
Jun 17, 2026
O
A great question - and very hard to answer as we’re still in the early phases and there certainly are a lot of wildcards.
Currently, I...
Jun 17, 2026
S
Someone leaked the pitch sizes for 14A on twitter
Intel 14A
Code: 1280
G48H126
M0: 28nm
Time: 2028
Intel 14A2
Code: 1280.1
G44H110...
Jun 17, 2026
S
Indeed -- though whether it's a true microprocessor in the normal meaning of the word (it was a multi-chip partitioned CPU) is...
Jun 17, 2026
O
Not a true demand driver - but this made me think of the one time in semiconductor history where this was close to true --
The world's...
Jun 17, 2026
O
Something which is maybe 1% or less of the market is not a demand driver in any possible meaning of the word... ;-)
Military/defence...
Jun 17, 2026
Daniel Nenni posted the thread How AI Is Pushing the Semiconductor Supply Chain to the Limit in SemiWiki Main Forum ( Ask the Experts! ).The global semiconductor industry powers everything from artificial intelligence to everyday electronics, and is on track to become a $1...
Like.
. 8 more slides at...
hist78 reacted to IanD's post in the thread Semiconductor Growth Forecasts Are Fantasy … Correction Is Inevitable with