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imec updated their device roadmap to include the Outer Wall Forksheet for the A10 node.

Three years after the CHIPS Act pledged $52B to reboot U.S. chips, Clay, NY still looks like this—just a “Coming Soon” sign in an empty field. Micron, Amkor, and SK Hynix are mired in NIMBY fights and two-year permits while Asia pours concrete in weeks. 1/7

Today at GTC Paris, Jensen Huang announced DGX Lepton with the goal of effectively commoditize inference compute at a global scale. This means customers will be able to automatically shift their inference workloads from different clouds while in theory maintaining the same

Interesting explanation from $TXN on how demand can bullwhip from -75% to +500% H/T Leandro for the quote

Dylan Patel on Transistor Radio: "I can be a professional, this is just a character I play for the podcast." Dylan in his day job (objectively hilarious):

Nikon lost the DUV race to ASML, but their laser sources never quite disappeared. Meet the Nikon SLM NXG, which resembles a DUV machine surprisingly closely. Buckle up and hear about Nikon's NXG printer, which could kick off a generative manufacturing revolution, especially for

Welp

For anyone whose bullish ADBE to somehow fade VEO etc, just try using their freaking products for a long time and then ask yourself are you delighted lol

Got an idea - posted with SemiAnalysis first fabricatedknowledge.com/p/semicap-stoc…

Popcorn for todays event

you're watching a master at work (of pump)

the FP8 values in your model after 50 layers of quantize/dequantize operations

the crazy thing is that back in 2023 everyone was crowing about how AI was a bubble, implying that it was dangerous to get long now you look around and there’s some areas it’s truly dangerous to get long (i.e. names with an inevitable 80% drawdown waiting in the wings) but not

Struggling chipmaker Wolfspeed will be taken over by creditors including Apollo under a proposal that would put it into bankruptcy just long enough to slash billions in debt bloomberg.com/news/articles/…

First time I’ve seen SemiAnalysis at IMS. Woo! Dylan Patel

Who is liquidating GOOG nonstop right now?

At GTC 2025, Nvidia debuted their first CPO-based switches for scale-out networks. Three different CPO-based switches were announced. Here are the details: The first CPO switch to come to market by 2H 2025 will be the CPO version of the Quantum X800-Q3400. It features 144

On writing well (lol) I think I like writing more than being an analyst sometimes. Writing is beautiful. It’s pure creation. Someone sees through your eyes, but it becomes your art together. A bit of both sides goes into the experience.

Beff – e/acc B-2 Bomber Strikes as a Service B2B SaaS