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Psychedelic Grateful Dead bus rolls back into San Francisco after 60 years
PSMC is the qualified supplier of EMIB's SiCap.
Its 12" SiCap capacity plan has been revised upward from 3K wpm by end-2026 to 8-10K wpm in 2H27, with capacity already in place. The line is built on a mature DRAM process and targets EMIB packaging.
Meanwhile, 8" SiCap ships 1-2K wpm today, heading to 5K.
Our Foundry Industry Model tracks quarterly revenue, capacity, utilization, ASP, demand drivers, and capex across every major foundry, with 2Q26 actuals and a 3Q26 outlook. Reach out to: sales@semianalysis.com
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PS: Trump says Kharg Island being blown to smithereens.
Psalm 37:24 - "Though he may stumble, he will not fall, for the Lord upholds him with his hand."
We do not fall. His protection does not let go.
PSA: September 7th, next Monday, is a stock market holiday.
So keep that in mind for this upcoming Friday’s trading.
pssst orders for customs open :3 ok gn
PSA: report and block @MediaCompliance
almost fell for this scam since i was somehow following this account? along with another 587 mutual followers.
i'm suspecting it was a compromised account or deliberate social engineering.
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PSA: GPUs are housed inside servers, and servers are housed in... data centers.
PSA check your DMs on @X, especially the "requests" tab
The app doesn't notify you about these.
I've received a lot of useful messages there! (alongside the usual crypto crap + journalist scams)
PSG actually had an average game against Lille today with two late goals to end the match in a draw. They created chances but just didn’t have the cutting edge to score goals.
If they continue like this, they won’t go far in the Champions League this season and possibly won’t even win the league
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