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K
I recall there were a lot people a lot smarter than me lamenting the fact that Amazon and Tesla were "cash burning machines" that were...
Tuesday at 10:29 AM
K
true.... but my point was not on the market. what would happen to society......
Similar example: what would happen if there were no...
Tuesday at 10:29 AM
S
the building can be re purposed
Tuesday at 9:24 AM
I
That would land M0 at 22.5nm and if it's 6 Track the cell height would be 135nm and the CGP would likely be 45nm pure guess work on...
Tuesday at 8:59 AM
S
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 8:54 AM
O
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 8:45 AM
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