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F
I recently talked at an event with the former, now retired, ASML CEO about this xLight initiative. My impression is that ASML does not...
Thursday at 12:23 AM
F
The report's sampling is weird. It has JHICC but not Winbond? Is macrostream.ai an AI site?
Thursday at 12:22 AM
I recently talked at an event with the former, now retired, ASML CEO about this xLight initiative. My impression is that ASML does not...
Thursday at 12:21 AM
Yes that is what I thought as well and the 14A 1.0 PDK would be available by the end of the year. The customers I talked to said it was...
Thursday at 12:20 AM
Source...
Thursday at 12:18 AM
F
I see a lot of bold claims about future supply and demand growth in the DRAM/HBM market, including confident predictions about when...
Wednesday at 11:51 PM
F
SK hynix was most aggressive or active in promoting 4F2 at the VLSI conference this year. It looks like they're stopping the 6F2...
Wednesday at 11:49 PM
F
Perhaps I am misunderstanding you, but LBT stated in the April earnings call that the 0.5 PDK for 14A is out.
Wednesday at 11:43 PM
If Apple uses any IFS node, I think they would probably use it to produce a custom, dedicated AI server processor in the form of tiles...
Wednesday at 11:35 PM
J
If Apple uses any IFS node, I think they would probably use it to produce a custom, dedicated AI server processor in the form of tiles...
Wednesday at 11:31 PM
On a more positive note, elevated memory prices can have some stabilizing effects. Higher costs often translate into increased token or...
Wednesday at 11:27 PM
From Micron earnings deck:
We are excited to announce that we have now signed 16 strategic customer agreements, or SCAs, which we...
Wednesday at 11:26 PM
@Ole Hoejlund
I do reports and presentations on this all the time. Some comments I typically make: (call me to discuss)
1) No one...
Wednesday at 11:25 PM
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...
Wednesday at 11:22 PM
Me answering me, but I found this recent analysis from Deutsche Bank, which may be of interest to others here...
Wednesday at 11:22 PM
Like.
I recently talked at an event with the former, now retired, ASML CEO about this xLight initiative. My impression is that ASML does not...
user nl replied to the thread U.S.-backed chip startup xLight aims to raise $350 million for an EUV alternative.I recently talked at an event with the former, now retired, ASML CEO about this xLight initiative. My impression is that ASML does not...
Daniel Nenni replied to the thread Apple-Intel chip deal makes strategic sense but production is years away.Yes that is what I thought as well and the 14A 1.0 PDK would be available by the end of the year. The customers I talked to said it was...
AVAQ Semiconductor reacted to hist78's post in the thread MediaTek Set to Raise Chip Prices 10–20% as Supply Costs Mount; Company Wins Google TPU v9 Orders on the Back of SerDes Advantage with
On a more positive note, elevated memory prices can have some stabilizing effects. Higher costs often translate into increased token or...