NVIDIA's Conundrum...
When Intel dominated the data centre and minted tens of billions annually, its customers benefited even more, minting hundreds of billions. Will it...
322 Views
Semiconductor WFE Q124 Revenues, China's Share & What Are They Doing With All Those Tools?
Global semiconductor equipment billings amounted to $26.4 billion in Q124, down 6% QoQ and down 2% YoY. China's annual WFE spending has roughly...
177 Views
Samsung, Nanya, Winbond. Watch This Space...
Greatly reduced growth-related WFE CapEx, cannibalisation of legacy node WFE for leading edge transitions and surging demand for HBM will likely...
448 Views
Micron's HBM. Multiple Billions Incoming..
Micron's HBM revenue on track to jump from a few hundred million in 2024 to "multiple" billions in 2025, making it a record revenue year for the...
171 Views
Intel Warns That Its Foundry Strategy Is "Highly Risky" & Its Success Is "Highly Uncertain"
In its 2023 10K, Intel labels its foundry plan as "Highly Risky" and rates its chances of success as "Highly Uncertain". The company also admits to...
262 Views