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X
Earnings call clearly did not get received well by the street. But 1/3 in one hour is historical. I recall my cadence friend coming to...
Sep 11, 2025
X
TSMC is repurposing its old, wound-down, 8-inch Fab 3 in Hsinchu Science Park to produce extreme ultraviolet pellicles, bringing this...
Sep 11, 2025
F
IP shut-out, plus you need an EUV system to test out the pellicles.
Sep 11, 2025
X
I am with Xebec.
https://siliconangle.com/2025/09/10/openai-oracle-strike-300b-cloud-computing-deal-power-ai/
Oracle increased their...
Sep 11, 2025
K
I am with Xebec.
https://siliconangle.com/2025/09/10/openai-oracle-strike-300b-cloud-computing-deal-power-ai/
Oracle increased their...
Sep 10, 2025
K
18A is working for Intel products which do not use Synopsys IP. There are two parts to commercial IP, the NRE and the royalties. IP...
Sep 10, 2025
S
Mitsui Chemicals licensed technology from ASML and IMEC to produce EUV pellicles which they sell. Samsung and TSMC have published their...
Sep 10, 2025
B
What are Inko and the rest doing?
Sleeping at the wheel?
Sep 10, 2025
B
Just up the license fee by 50% is their usual policy.
Sep 10, 2025
Mitsui Chemicals licensed technology from ASML and IMEC to produce EUV pellicles which they sell. Samsung and TSMC have published their...
Sep 10, 2025
Mitsui Chemicals licensed technology from ASML and IMEC to produce EUV pellicles which they sell. Samsung and TSMC have published their...
Sep 10, 2025
18A is working for Intel products which do not use Synopsys IP. There are two parts to commercial IP, the NRE and the royalties. IP...
Sep 10, 2025
F
Mitsui Chemicals licensed technology from ASML and IMEC to produce EUV pellicles which they sell. Samsung and TSMC have published their...
Sep 10, 2025
B
I am with Xebec.
https://siliconangle.com/2025/09/10/openai-oracle-strike-300b-cloud-computing-deal-power-ai/
Oracle increased their...
Sep 10, 2025
S
It's kind of weird when IP is not meeting expectations but the process is doing fine for Intel Internal use just shows how difficult is...
Sep 10, 2025