Extreme AI software - AI hardware - Semiconductor fabrication co-design!Elon Musk (@elonmusk):Formal announcement of the TERAFAB project, which will be done jointly by @SpaceX and @Tesla, tonight around 8pm CT. Livestream on 𝕏.The goal is to produce over a TERAWATT of compute per year (logic, memory & packaging) with ~80% for space and ~20% for the ground. ...

Tesla (TSLA) has never been shy about thinking big. But what the company is set to unveil this week may be its most ambitious move yet, and most investors haven't fully processed what it means. On March 14, CEO Elon Musk posted on X, formerly Twitter, that the "Terafab Project launches in 7 days." That puts the official kickoff on March 21. If Tesla pulls this off, it could reshape the entire semiconductor industry. More News from Barchart Here's why Tesla shareholders should be paying close attention. ...

In my lab, we use deep tank to design new semiconductors. We found the result is awesome. We want to grow 100 micron size of 2D semiconductor. Using the deep suggested recipe, we got a size of 130 micron.The best result ever in our lab. As silicon reaching its theoretical limit, my lab using deep think is working with new materials in the 2D space. Two dimension material is a family of material that has one molecular thickness is a natural choice for futuristic electronics because its thickness is is extrem ...

In my lab, we use deep tank to design new semiconductors. We found the result is awesome. We want to grow 100 micron size of 2D semiconductor. Using the deep suggested recipe, we got a size of 130 micron.The best result ever in our lab. As silicon reaching its theoretical limit, my lab using deep think is working with new materials in the 2D space. Two dimension material is a family of material that has one molecular thickness is a natural choice for futuristic electronics because its thickness is is extrem ...

Core Viewpoint - Intel Corporation (NASDAQ: INTC) is undergoing a significant turnaround under CEO Lip-Bu Tan, with shares increasing by 140% over the past year and 21% year-to-date, driven by improvements in chip manufacturing and a focus on the semiconductor fabrication market [2]. Group 1: Stock Performance - Intel's shares have risen by 140% over the past year and 21% year-to-date [2]. - Analysts have raised their price targets for Intel, with JPMorgan increasing it to $35 from $30, Stifel to $42 from $35, and Deutsche Bank to $45 from $35, while maintaining various ratings [2]. Group 2: Analyst Insights - JPMorgan noted that Intel is benefiting from growing server CPU demand and is shifting semiconductor wafers from consumer to data center business [2]. - Stifel highlighted potential benefits from improving process yields and pricing [2]. - Deutsche Bank pointed out that Intel's revenue exceeded expectations [2]. Group 3: Leadership and Strategy - CEO Lip-Bu Tan has successfully improved Intel's balance sheet and is focused on enhancing chip yield [3]. - There is speculation that Intel may have Apple as a customer for its foundry services, although specific names cannot be disclosed [3]. - Jim Cramer expressed confidence in Lip-Bu Tan's ability to turn the company around, emphasizing his deep understanding of the semiconductor industry [3].

Core Thesis - United Microelectronics Corporation (UMC) is viewed positively due to its focus on mature and specialty semiconductor nodes, which are essential for various industries, ensuring consistent demand and stability [2][5]. Company Overview - UMC's shares were trading at $8.77 as of January 15th, with trailing and forward P/E ratios of 16.37 and 14.35 respectively [1]. - The company operates in a segment that prioritizes stability and reliability over cutting-edge performance, catering to markets such as automotive, industrial equipment, and IoT devices [2]. Market Position and Strategy - Over 80% of global chip volume comes from mature nodes, indicating a stable market presence for UMC [3]. - UMC is expanding its wafer capacity in Singapore to over 8 million units by 2026, which is significant compared to other mature-node foundries [3]. - The company offers 14nm FinFET technology, which provides 50-60% better power efficiency than 28nm, balancing performance with cost [4]. Growth Potential - The market currently undervalues UMC, treating it as a zero-growth business, but there is potential for a 20-30% re-rating if demand remains steady and partnerships, such as with Intel, succeed [5]. - UMC's consistent execution and growing relevance in supply-chain diversification make it an attractive option for investors seeking stable returns [5].