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    Recent Forum Threads

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    latest reply by Daniel Nenni on July 16, 2026
    started by tonyget on July 16, 2026
  2. How to break the memory supercycle? Or is it even possible?

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  7. High NA EUV reaches new readiness milestone with first high-volume Logic product

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  8. ASML capacity upgrade soothes AI chip bottleneck fears

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Recent Article Comments

  • Consolidation and Competition: Who is Winning the $4.5 Billion Interface IP Race?

    HPC can be Chiplet. Wondering why UCIe is not considered. Internally AMBA neither
    — chiro.lentz on July 11, 2026
  • The Packaging PDK Is the Missing Layer for Co-Packaged Optics

    Thank you to Daniel Nenni and SemiWiki for publishing my latest article: The Packaging PDK Is the Missing Layer for…
    — moh.kolb on July 8, 2026
  • The Packaging PDK Is the Missing Layer for Co-Packaged Optics

    Very interesting. Thanks.
    — U235 on July 8, 2026
  • Why Huawei Says It Will Match TSMC’s Most Advanced Chips by 2031

    N+3 is denser than N6: https://newsletter.semianalysis.com/p/steel-smic-n3-teardown?open=false
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  • Why Huawei Says It Will Match TSMC’s Most Advanced Chips by 2031

    Fixed, thank you.
    — Daniel Nenni on July 4, 2026
  • Why Huawei Says It Will Match TSMC’s Most Advanced Chips by 2031

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    Nice writeup
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  • Available Is Not In Control: Balancing Output, Quality, and Risk in High-Volume Fabs

    In a DoD centric III-V fab I had wafers run in a few decades ago, yield was miserable, but adequate…
    — PBealo on June 27, 2026

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