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B
Intel shows the roadmap each time they cancel a product. every six months like clockwork
Seriously though: they are sharing the...
Oct 20, 2025
B
Yes, this Q3 ASML fully recognized the revenue on one High-NA system, purchased by Intel.
Oct 20, 2025
C
FWIW, per Digitimes on 10/17/25 (paywalled, I'm copying / pasting the free part)
TSMC(2330.TW) will build two advanced packaging...
Oct 20, 2025
S
It will be sent to Taiwan for packing 🤣🤣
Oct 20, 2025
M
How much has TSMC invested so far (actual investment) in the US?
Oct 20, 2025
M
it's still too early for Hi-NA to contribute HVM (High volume manufacture). In Q3 earning call on Wednesday, ASML CEO just said won't...
Oct 20, 2025
FWIW, per Digitimes on 10/17/25 (paywalled, I'm copying / pasting the free part)
TSMC(2330.TW) will build two advanced packaging...
Oct 20, 2025
Well you can't build an entire semiconductor ecosystem in 5 years. Hopefully advanced packaging capabilities will be onshored over time...
Oct 20, 2025
Lithography scanners in China is mostly a sellers-market (and lead time always long). China fabs do not have much of a choice. So ASML...
Oct 20, 2025
C
Well you can't build an entire semiconductor ecosystem in 5 years. Hopefully advanced packaging capabilities will be onshored over time...
Oct 20, 2025
S
H20 is not price/performance competitive even against NVIDIA consumer products. That simple.
Oct 20, 2025
S
This makes sense for a few other reasons:
- Only a small elite group of foundry's / IDMs have a real use for EUV - and only on their...
Oct 20, 2025
S
The trend for recognized sales is pretty sobering:
Shifting the focus to High-NA further exacerbates this, as they are expected to...
Oct 20, 2025
M
Intel shows the roadmap each time they cancel a product. every six months like clockwork
Seriously though: they are sharing the...
Oct 20, 2025
S
Nvidia's direct shipping to China may have dropped to 0 but what Jensen forgot to mention is that GPU shipping to Singapore and Malaysia...
Oct 20, 2025
Like.
Intel shows the roadmap each time they cancel a product. every six months like clockwork Seriously though: they are sharing the...
Xebec replied to the thread Nvidia and TSMC have unveiled the first U.S. made wafer for the Blackwell architecture..FWIW, per Digitimes on 10/17/25 (paywalled, I'm copying / pasting the free part) TSMC(2330.TW) will build two advanced packaging...