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T
Last I heard Intel had two NXE:5000 HNA-EUV systems installed in the OR R&D center. Does anyone know different? I believe ASML has...
Sep 25, 2025
T
Chipzilla bets the farm on 14A while chasing TSMC
Troubled Chipzilla is doubling down on ASML’s obscenely expensive High-NA EUV...
Sep 25, 2025
I have not heard a word about it since Lib-Bu took the CEO job. I really do think Lip-Bu is looking to maximize Intel shareholder value...
Sep 25, 2025
https://www.techpowerup.com/341299/asml-schedules-delivery-of-56-low-na-and-10-high-na-euv-tools-in-2027
Sep 25, 2025
C
... Google is stupid for doing 8 generations of TPUs for their internal AI training & inference.
Sep 25, 2025
A
I'd be far more impressed if the goal was to reach definite targets in sales, margins and profits rather than a $1Tn stock market...
Sep 25, 2025
I'd be far more impressed if the goal was to reach definite targets in sales, margins and profits rather than a $1Tn stock market...
Sep 25, 2025
NORTH READING, Mass., Sept. 25, 2025 --(BUSINESS WIRE)-- Teradyne, Inc. (NASDAQ: TER), a leading provider of automated test equipment...
Sep 25, 2025
September 25, 2025
Plano, Texas, USA
Siemens Digital Industries Software today announced that it is collaborating with Advanced...
Sep 25, 2025
K
I'd be far more impressed if the goal was to reach definite targets in sales, margins and profits rather than a $1Tn stock market...
Sep 25, 2025
I'd be far more impressed if the goal was to reach definite targets in sales, margins and profits rather than a $1Tn stock market...
Sep 25, 2025
T
I'd be far more impressed if the goal was to reach definite targets in sales, margins and profits rather than a $1Tn stock market...
Sep 25, 2025
M
Questions: Whatever happened to the IFS separation.
Separate board
They should have a separate CEO
Separate finances?
There are some...
Sep 25, 2025
K
BTW - I shouldn't leave out Cerebras. They are building out data centers as well, though not at the scale of Microsoft or...
Sep 25, 2025
S
EXE= High-NA
NXE=Low-NA
NXT=most advanced DUV (including KrF)
Sep 25, 2025