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T
One key point often overlooked comes from the last DRAM/NAND cycle. The only major player that truly benefited from falling memory...
Wednesday at 5:33 PM
G
The pricing mechanism is actually working as traditional, non-AI demand is getting destroyed rapidly
This distortion is caused by the...
Wednesday at 5:18 PM
B
From Micron earnings deck:
We are excited to announce that we have now signed 16 strategic customer agreements, or SCAs, which we...
Wednesday at 4:48 PM
T
The management approach within China’s EUV program appears disorganized and overly dependent on prolonged working hours as a response to...
Wednesday at 4:34 PM
The U.S.-backed chip startup xLight is negotiating to raise $350 million, with Boardman Bay Capital Management and Bain Capital expected...
Wednesday at 2:39 PM
The CPU as well if you buy from Intel/AMD RAM networking and bunch of other stuff as well.
Wednesday at 12:46 PM
I do not think politics will be in play here but it is not really a competitive situation. This is all about diversifying the supply...
Wednesday at 10:20 AM
S
You say that politics is in very much play here
Wednesday at 10:13 AM
M
Today the 1.4nm PDKS are paper meaning they are not really usable for design starts. Once they hit v .5 people can do proper evaluations...
Wednesday at 10:13 AM
Qualcomm didn’t provide the financials of the transaction. Bloomberg reported early this week that Qualcomm and Modular were in advanced...
Wednesday at 9:51 AM
– Modular’s AI-Native Platform to Advance Qualcomm’s Evolution as a Developer-First, AI Solutions Company Delivering Generative and...
Wednesday at 9:45 AM
Today the 1.4nm PDKS are paper meaning they are not really usable for design starts. Once they hit v .5 people can do proper evaluations...
Wednesday at 9:41 AM
S
these comments are verty speculative and probably inaccurate....
"Apple would probably want to use Intel's 14A process technology...
Wednesday at 9:15 AM
M
these comments are verty speculative and probably inaccurate....
"Apple would probably want to use Intel's 14A process technology...
Wednesday at 9:10 AM
M
The CPU as well if you buy from Intel/AMD RAM networking and bunch of other stuff as well.
Wednesday at 8:57 AM
Like.
The pricing mechanism is actually working as traditional, non-AI demand is getting destroyed rapidly This distortion is caused by the...
Daniel Nenni posted the thread U.S.-backed chip startup xLight aims to raise $350 million for an EUV alternative in SemiWiki Main Forum ( Ask the Experts! ).The U.S.-backed chip startup xLight is negotiating to raise $350 million, with Boardman Bay Capital Management and Bain Capital expected...
Xebec reacted to siliconbruh999's post in the thread AI is the greatest money-wasting scheme humanity has ever invented with
