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freshshine1's latest activity
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I was visiting Nvidia with a investor client one time and after meeting with Colette (great CFO) and team (Jensen popped in to say hi)...
Thursday at 7:11 PM
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That's because pitches are shrinking much more slowly nowadays than suggested by the node names, the area/power improvements are now...
Thursday at 2:32 AM
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For example, the "TSMC headline figures" for A16(SPR) vs N2P are +8%-10% speed, -15%-20% power, +10%-15% logic density, +5%-8% chip...
Thursday at 2:03 AM
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Not surprise to me. I would say this could depend on the business situation. There are very few customers can afford 3nm technology and...
Apr 22, 2024
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https://technews.tw/2024/03/28/ai-electricity/
Kyle Corbitt continued to ask, "Why not concentrate the training clusters in the same...
Apr 8, 2024
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Having worked with several CEOs directly, I can tell you there is as wide a range of the quality of capabilities as there is with...
Apr 3, 2024
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Altman's mouth is a perpetual motion machine, so maybe we can harness that power for something useful. He seldom does.
Mar 29, 2024
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By all means, Nvidia’s death grip on the leading edge of ML compute needs real competition but…
Mar 26, 2024
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Sort of.... CoWoS is not just "packaging" and it is not a "chip". CoWoS packing might be 40% of the Processor, but it is packaging a...
Mar 12, 2024
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I think AMD is a serious competitor today, I know Intel thinks so. At first AMD had the NOT Intel market but now they have taken more...
Feb 18, 2024
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I believe the announcements were for PR and perhaps we should read between the lines more to find what is really going on.
1) 10B over...
Feb 6, 2024
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Some other reasons I believe are also in Intel's mind:
1. Intel will have too many fabs and capacity while there is no matching and...
Feb 5, 2024