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S
The CFET (IBM's device) is very different from Huawei's "logic folding", even though, superficially, both involve some kind of stacking...
Today at 7:33 AM
B
I think hist78 has a good explanation of how IBM keeps going: IBM's customers are 1) Albany Nanotech, as a partnership; IBM provides...
Today at 5:34 AM
B
I believe IBM does most its semiconductor manufacturing research at Albany Nanotech Complex (ANTC), probably with less than 1000...
Today at 5:20 AM
P
That market is very tiny vs. general purpose power electronics. If TSMC walked away from the former, then a computer power supply...
Yesterday at 11:59 PM
T
Chinese memory isn't cheaper than that of big three according to industry insiders，Apple is not going to save any money
Yesterday at 11:40 PM
J
14A is less of risk vs A16 cause 18A has derisked lots of the problems for 14A can't say that about A16.
Yesterday at 11:08 PM
B
Since you mentiioned financials
1) IBM does its research lab acvitivies at Albany nanotech, correct? which is owned by the state and...
Yesterday at 6:55 PM
B
Its brutal
Reportedly thy are cutting even positions that would be building infrastructure, which is interesting in my opinion...
Yesterday at 6:52 PM
What is the metric here for 50% -- cores, sockets, $$ value of CPUs, total racks? is it deployed or last quarters worth?
Yesterday at 6:25 PM
So HBM4E was claimed to be custom logic base die optimized for each customer.
Is that what is actually happening.
I am surprised they...
Yesterday at 6:22 PM
Why this is interesting:
HBM4E is 20% faster than 4 (16Gbps)
Both HBM4 and 4E were introduced this year (2026)
12 layers (48GB) is a...
Yesterday at 6:21 PM
100% agreed. Though if Rapidus is successful at 2nm, I think that could also be considered a success for IBM.
Yesterday at 6:21 PM
"When it comes to IBM, I firmly believe they’re in the camp of saying Moore’s Law is still alive.".
IBM has labs but no fabs. Moore's...
Yesterday at 6:19 PM
Like.
I believe IBM does most its semiconductor manufacturing research at Albany Nanotech Complex (ANTC), probably with less than 1000...
Haha.
😲
Wow.
Its brutal Reportedly thy are cutting even positions that would be building infrastructure, which is interesting in my opinion...
Xebec replied to the thread SoftBank chipmaker Arm hits 50% share in top AI data centers.What is the metric here for 50% -- cores, sockets, $$ value of CPUs, total racks? is it deployed or last quarters worth?