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  1. B

    China has spent billions of dollars building far too many data centers for AI and compute - could it lead to a huge market crash?

    Nonsense.
  2. B

    Taiwan Eyes Zero Tariffs with US, Pledges More Investment

    It would start a war with China. Nope. Merely destroyers. Basic intelligence and aversion to a military action with the US, Japan, and Australia. Not unless Taiwan wants to go willingly. Probably a decade or more.
  3. B

    Taiwan Eyes Zero Tariffs with US, Pledges More Investment

    As I've posted multiple times before, I think this is the real threat regarding Taiwan.
  4. B

    Taiwan Eyes Zero Tariffs with US, Pledges More Investment

    Except at Alice's Restaurant. You can get anything you want there. Arlo Guthrie said so.
  5. B

    Intel’s Chief People Officer Is Leaving For A Job At Caterpillar

    And Chief Product Officers. And then there's Chief Talking Officers, er, Chief Technology Officers. Oh yeah, and Chief Marketing Officers. Lots of chiefs, unclear value-add.
  6. B

    Nvidia, TSMC, chip stocks plunge after Trump announces sweeping reciprocal tariffs

    This is just a flat-out lie, or at best a misconception by a person who does not understand his own policy. Or because he has no understanding of product engineering he thinks of manufacturing as a monolithic process, like Ford's Rouge factory used to be in the 1920s. Even if you "manufacture"...
  7. B

    In the news today - Intel/TSMC JV

    It is not correct. It is difficult to find expert analysis without a paywall, but I think the BBC does a fairly reasonable job. https://www.bbc.com/news/articles/c93gq72n7y1o I agree that our reduced manufacturing infrastructure is a fundamental threat to national security, but the way Trump...
  8. B

    Intel Products Update

    Zoox, now an Amazon company, picked the silicon, not Intel. Though Zoox's CEO Aicha Evans was a former Intel executive, I suspect the architecture was far along before she joined.
  9. B

    Intel Products Update

    It was so boring and unexciting I could only scan for samples; I couldn't sit through all of it.
  10. B

    Intel Products Update

    I was going to answer xebec's post, but with your excellent response there's no need. I would mention, however, that the PC OEMs are known to despise the integrated DRAM dies. Given the power savings and latency improvements from integration, I think less of them than I did before. Difficult...
  11. B

    Exclusive: Arm expects its share of data center CPU market sales to rocket to 50% this year

    Not to my knowledge, after decades in the data center industry. And it would be very confusing with different core types and state machine acceleration blocks in some CPUs. I don't have any data to go on for Microsoft, Amazon, and Google. Intel and AMD CPU chip volume is published.
  12. B

    Exclusive: Arm expects its share of data center CPU market sales to rocket to 50% this year

    That’s really reaching… does your arm hurt? :ROFLMAO:
  13. B

    Exclusive: Arm expects its share of data center CPU market sales to rocket to 50% this year

    I agree. And Arm is winning in cloud computing company CPU design for good reasons. Arm IP for data center caliber cores (Arm v9 and v9-A) is the best and most complete there is for the cloud companies to easily design their own CPUs. No one else is close, and by the time RISC-V IP catches...
  14. B

    Exclusive: Arm expects its share of data center CPU market sales to rocket to 50% this year

    Just to clear, I do think x86 CPUs are missing out on the fastest growing market segment of data center CPUs, and that's in-house-designed custom CPUs for cloud data centers. They're all Arm-based for the primary cores. I know Intel has claimed to do custom SKUs for at least one cloud...
  15. B

    Exclusive: Arm expects its share of data center CPU market sales to rocket to 50% this year

    The Arm claim is referring to overall data center market share, not a 50% increase.
  16. B

    Exclusive: Arm expects its share of data center CPU market sales to rocket to 50% this year

    Embedded cores in a data center CPU is not the same as being the primary cores in a data center CPU. Not by a long shot, which is what the claim by Arm implied, and the claim I don't think is going to happen.
  17. B

    Exclusive: Arm expects its share of data center CPU market sales to rocket to 50% this year

    I don't buy it, especially considering Ampere revenues are so dismal. Yes, many or even most networking and storage controllers have Arm cores in them, but this claim is about data center CPUs.
  18. B

    TSMC Is No Longer Reluctant To Produce Advanced Chips In The US; Reveals Plans To Build A Cutting-Edge A16 (1.6nm) Facility In Arizona By 2030

    How is production in AZ in 2030 two years after A16 availability from Taiwan 2H26? The author of that article needs a remedial math class. His editor needs to be fired for poor performance. 🙄
  19. B

    TSMC’s $100bn pledge to Donald Trump will not revive US chipmaking, says ex-Intel chief

    Where is the barf reaction when we really need it? 🤮
  20. B

    TSMC’s $100bn pledge to Donald Trump will not revive US chipmaking, says ex-Intel chief

    I remember reading that (on this forum), and I still don't understand what it means. Does that mean US fabs and Taiwan fabs will run different processes that need different R&D? Or just another site that is part of the larger TSMC R&D team, just like numerous chip design companies have teams...
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