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TAIPEI, Taiwan--(BUSINESS WIRE)--United Microelectronics Corporation (NYSE: UMC; TWSE: 2303) (“UMC”), today reported unaudited net sales...
Oct 8, 2025
T
I'm a UMC fan but it has been a rough couple of years and since they are stuck at mature nodes I do not see a happy ending here. TSMC...
Oct 8, 2025
T
Hopefully the Intel collaboration helps them out. Maybe they'll pursue that rumored UMC 6nm collaboration.
Oct 8, 2025
T
Any high Capex business is dominated by depreciation but good question.....
.... what is the depreciation schedule for AI servers...
Oct 8, 2025
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Cloud operator Oracle reported a $100 million loss from renting out its Nvidia Blackwell chips in its most recent quarter, according to...
Oct 8, 2025
B
It is true China initially did not care much about pollution but that changed like a decade ago. It is also not like in a lot of these...
Oct 8, 2025
B
We already have a term for all these "creative" and "circular" deals: they are basically the same "vendor financing" deals during the...
Oct 8, 2025
China is also banning the export of gallium and germanium.
These people have no idea. The Chinese have been building their refining and...
Oct 8, 2025
- ChatGPT developer OpenAI to launch in 2026
- AMD officially announces mass adoption of next-generation AI chips.
- Kuo Ming-chi...
Oct 8, 2025
C
Azure is the #2 cloud computing company in the world. Their proprietary cloud-native applications include six database management...
Oct 8, 2025
D
CNBC Video:
A few take-aways:
- "Our deal" (Nvidia's) - is the first time Nvidia is directly selling to OpenAI; previously Nvidia...
Oct 8, 2025
Cloud operator Oracle reported a $100 million loss from renting out its Nvidia Blackwell chips in its most recent quarter, according to...
Oct 8, 2025
I believe Microsoft, Google, and Amazon generally use a six-year depreciation schedule for their cloud servers, although some of...
Oct 8, 2025
I believe Microsoft, Google, and Amazon generally use a six-year depreciation schedule for their cloud servers, although some of...
Oct 8, 2025
K
By Su Ziyun | Published October 2, 2025, 5:15 PM
According to Korean media reports, Samsung Electronics has begun the conceptual design...
Oct 8, 2025
Like.
TAIPEI, Taiwan--(BUSINESS WIRE)--United Microelectronics Corporation (NYSE: UMC; TWSE: 2303) (“UMC”), today reported unaudited net sales...
Xebec reacted to samwilde's post in the thread The U.S.-China rare earths gambit: Who blinks first? with
Daniel Nenni posted the thread NVIDIA and SK's AI chip monopoly broken as OpenAI sets new course with AMD and Samsung in SemiWiki Main Forum ( Ask the Experts! ).- ChatGPT developer OpenAI to launch in 2026 - AMD officially announces mass adoption of next-generation AI chips. - Kuo Ming-chi...
hist78 replied to the thread Oracle lost close to $100M from Blackwell chips rentals: Report.I believe Microsoft, Google, and Amazon generally use a six-year depreciation schedule for their cloud servers, although some of...