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One of the most important conferences of the year, Hot Chips, has announced its presentation list. We've got a few important ones this...
Jun 17, 2026
O
Totally agree on that.
I just don’t think that is the interesting question. The question is this: is the current demand uptick and...
Jun 17, 2026
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
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
You are spot on looking at the market right now and historically. But I’m not sure you will be right going forward.
Disclaimer: the...
Jun 17, 2026
In “The Long View,” Eric Veiel, President, Co-head of Global Investments and Chief Investment Officer at T. Rowe Price Associates...
Jun 17, 2026
J
I asked Gemini to explain dual side. It sounds very ambitious if its true.
In the context of your notes on Intel’s manufacturing...
Jun 17, 2026
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
C
Good thing Moore's law is dead :LOL:
Jun 17, 2026
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
Daniel Nenni posted the thread Hot Chips 2026: Why You Should Tune In in SemiWiki Main Forum ( Ask the Experts! ).One of the most important conferences of the year, Hot Chips, has announced its presentation list. We've got a few important ones this...
Someone leaked the pitch sizes for 14A on twitter Intel 14A Code: 1280 G48H126 M0: 28nm Time: 2028 Intel 14A2 Code: 1280.1 G44H110...
Like.
Indeed -- though whether it's a true microprocessor in the normal meaning of the word (it was a multi-chip partitioned CPU) is...