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O
This is valuable input, thanks!
Tuesday at 1:33 PM
M
Great question.
I do not think this will be owned by one layer alone.
Foundries and OSATs will own much of the process, assembly...
Tuesday at 1:09 PM
M
This highlights a massive venture gap. Because multi-die systems turn silicon into a system-level lifecycle problem, no single player...
Tuesday at 1:08 PM
M
This is just an excuse. Its like saying "due to overall economy" as a reason that the company is not responsible for.
Investors...
Tuesday at 12:09 PM
Are the layoffs due the ridiculous AI financial outlays or due to AI itself? I have a feeling CEO's can now say AI and lay-off with...
Tuesday at 10:46 AM
STORY: Oracle's total workforce declined 13%, or about 21,000 employees, in its fiscal 2026.
It's as the cloud computing giant...
Tuesday at 10:45 AM
M
three pillar in the visitation image
1. Connects fusion digital twin to semiconductor/AI infrastructure thinking without being too...
Tuesday at 10:37 AM
M
https://www.linkedin.com/posts/moh-kolb-49793a271_digital-twins-are-moving-from-visualization-activity-7475234119627591681-VUf-?utm_sourc...
Tuesday at 10:35 AM
K
A few thoughts:
- The CHIPS act would have mostly faded into oblivion, and the "on-shore in USA" push would be substantially less than...
Tuesday at 10:29 AM
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
Like.
Great question. I do not think this will be owned by one layer alone. Foundries and OSATs will own much of the process, assembly...
Daniel Nenni replied to the thread Oracle workforce shrinks by about 21,000 amid AI adoption.Are the layoffs due the ridiculous AI financial outlays or due to AI itself? I have a feeling CEO's can now say AI and lay-off with...