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Hopefully, and doctors too. We just need to build more datacenters while not heating the planet too much. We don't want Greta Thunberg getting up in our business.
Key Points
- Shares in South Korea’s SK Hynix extended gains to hit a more than 2-decade high on Tuesday.
- The company’s parent, SK Group, reportedly plans to build the AI data center in partnership with Amazon Web Services in Ulsan.
- SK Hynix shares have surged almost 50% so far this year on...
:ROFLMAO:
TSMC has significantly more N2 design wins at this stage than they had with N3 which was uncontested (Intel 3 and Samsung 3nm were very late to the game). What does that tell you about Intel 18A and Samsung 2nm?
Yes, it happens all of the time but it is not ethical and I'm sure it's against the Intel employment agreement. On one hand employees expect transparency, on the other hand employees leak information. Trust is paramount in this business and I think that is going to be Intel's biggest challenge...
Hopefully the people who leaked the internal memo are cut as well. It amazes me that in the span of two years Intel will have laid of more than 30% of the company. That is not good management.
Kyle H. Rebar Coupler & Headed Device Expert🚧
Time to build‼️ There’s major CHIP plant construction going on in the United States✅ Most of these projects fall into the “Gargantuan” category💯 A ton of steel, accessories & MAN POWER to build these facilities😤
🔺Micron – Syracuse (NY)
~$100 B...
Amphere is ex Intel as well. In fact, you will be hard pressed to find a CPU start-up without some Intel Inside.
I love the Amdahl reference. I trained on minicomputers in college but we did have a CDC mainframe somewhere on campus for "big jobs". Mini computers killed the mainframes and...
Nvidia CEO Jensen Huang (left) speaks to German Chancellor Friedrich Merz in Berlin on June 13. | Bundesregierung / via REUTERS
Nvidia CEO Jensen Huang has been pitching the idea of "sovereign AI" since 2023. Europe is now starting to listen and act.
The concept is based on the idea that the...
The system, developed by the Chinese Academy of Sciences, uses AI for semiconductor design, dispensing with the need for human developers
The Chinese Academy of Sciences (CAS), the nation’s premier science institution, has unveiled a chip design system driven by artificial intelligence (AI)...
Agreed.
I always wondered about pre announced lay-offs. I understand public companies have to do it but I can't imagine productivity being very high with that looming over your head. Same thing with CEO's retiring unexpectedly. Lip-Bu has this, no worries, give him another 9 months.
Are they...
Credit: AheadComputing
Intel, CPUs, and the concept of "badness" aren't necessarily things you'd want to shout about, what with numerous well-documented issues afflicting Intel's recent processors. But a new Oregon-based startup called AheadComputing is leaning hard on the Intel provenance of...
Her comments about AMD were interesting at the 12 minute mark. I did not think of AMD being an N-2 to N-4 company, not since they have been with TSMC. N-1 to N-2 maybe. AMD started with TSMC N7/6 then moved to N5/4 in 2022 I believe and now they are getting ready to ship N3 product. Is that...
MJ's description (5 minutes in) of Li-Bu's leadership, communication, and transparency thus far does not match what has been posted by others on this thread. I wonder where the disconnect is? MJ's description match's what I have heard. #62DAC is coming up on 6/23. I'm sure I will hear more then.
I remember when the first spreadsheet came out in the late 1970s. VisiCalc followed by Lotus 1-2-3 and Excel. It was doom and gloom, so many jobs will be lost etc... Us college students were pretty happy since it was a huge time saver. I see the same thing for AI. Everyone will use it to be more...
I think it would be easier for China to leave Taiwan alone rather than relocating TSMC. Just from a logistical standpoint. Have you heard much about China and drone defense? A lot of R&D is now focused on drone defense technology. The semiconductor industry is really stepping up here, absolutely.
Nvidia CEO Jensen Huang attends the ninth edition of the VivaTech trade show on June 11, 2025, in Paris.
Nvidia CEO Jensen Huang isn’t sure about Anthropic CEO Dario Amodei’s recent predictions about AI-driven job automation. Speaking at VivaTech in Paris, Huang pushed back on the idea that AI...
I have not been to Taiwan recently but Hsinchu was my second home for many years and I have a lot of friends there. At no time did I ever get the indication that the Taiwanese people were open to being taken over by China. The complete opposite in fact. Will Taiwan go to war against China...
I remember when the pandemic hit and the chip shortages spawned many press releases about onshoring fabs worth hundreds of billions of dollars. This was two years ago and the rate of cancelations has been quite high. When the current administration leaves in 3.5 years I predict the same. TSMC...
