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O
@Ole Hoejlund
I do reports and presentations on this all the time. Some comments I typically make: (call me to discuss)
1) No one...
Tuesday at 8:45 AM
B
@Ole Hoejlund
I do reports and presentations on this all the time. Some comments I typically make: (call me to discuss)
1) No one...
Tuesday at 8:32 AM
B
4F starts in a couple years, 3D is much further out. One interesting topic, Since memory is so high margin now, companies can take a...
Tuesday at 8:32 AM
M
From Raichu, posted Friday at 2:52pm. I cannot confirm or deny the numbers he posted... ;-)
Tuesday at 8:30 AM
M
Me answering me, but I found this recent analysis from Deutsche Bank, which may be of interest to others here...
Tuesday at 8:28 AM
M
The link you provides has good current information. The three volume DRAM players plus CXMT. Nanya also is mentioned.
One thing that...
Tuesday at 8:28 AM
M
4F starts in a couple years, 3D is much further out. One interesting topic, Since memory is so high margin now, companies can take a...
Tuesday at 8:26 AM
M
@Ole Hoejlund
I do reports and presentations on this all the time. Some comments I typically make: (call me to discuss)
1) No one...
Tuesday at 8:17 AM
K
I worked for an oilfield service company before going to college. They had an electric wireline group and all their PCs at the time ran...
Tuesday at 8:16 AM
K
I worked with some folks in the 90s that came out of IBM. Some of the sharpest brains I ever had a chance to work with. And easy to work...
Tuesday at 8:15 AM
K
China can build a self-sufficient equipment ecosystem for 28nm and above, and gradually into selective 14/7/5nm production with...
Tuesday at 8:13 AM
O
The link you provides has good current information. The three volume DRAM players plus CXMT. Nanya also is mentioned.
One thing that...
Tuesday at 8:12 AM
O
I’m on the same page as you, benb. We’ve had an upward demand shock at possibly the worst time imaginable: prior years was low CAPEX and...
Tuesday at 8:12 AM
B
In my opinion I think TSMC feels there is an AI bubble so they are not building as many fabs since they will be hard to fill after the...
Tuesday at 7:59 AM
O
AFAIK, yes. They are planning a shift to 3DRAM in this time window. Though, IDK if that explains the less aggressive Samsung build out.
Tuesday at 7:49 AM
Like.
I worked for an oilfield service company before going to college. They had an electric wireline group and all their PCs at the time ran...