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S
This fab seems like an environmental disaster waiting to happen.
Nov 14, 2025
S
It depends on the design but yes 2-3 years for a complex ASIC. If it is an iteration design like Apple does maybe half that time. Moving...
Nov 14, 2025
S
While I happen to agree with the professor, why is an associate professor in a business school considered an expert in what AI chips...
Nov 14, 2025
K
While I happen to agree with the professor, why is an associate professor in a business school considered an expert in what AI chips...
Nov 13, 2025
Fly coach on Singapore Air or first class on [enter favorite american airline]
Nov 13, 2025
People are looking at 18A vs N3. They are evaluating cost, capacity and yield. and they are making decisions. If someone decides to use...
Nov 13, 2025
Tim actually builds a case for Lip-Bu and IFS. Microsoft cultivated a second source (AMD) and when you build a datacenter it is not just...
Nov 13, 2025
Snipets:
OpenAI has been making it rain infrastructure deals. The AI startup just dropped another $38 billion on Amazon Web Services...
Nov 13, 2025
M
Rado is a good guy, very smart. we met on High performance SSDs back in the day. (Sandforce and then when I worked with HGST)
I expect...
Nov 13, 2025
HAIFA, Israel – proteanTecs®, a global leader in advanced analytics solutions for semiconductor health and performance monitoring, today...
Nov 13, 2025
K
Yup. Larrabee. :)
I agree. This is why Google insists on developing multiple generations of TPUs and their own software stack...
Nov 13, 2025
First product based on collaboration, the IntelPro IPRO7AI, integrates multi–mode wireless, security, multimedia, and AI processing to...
Nov 13, 2025
K
These guys sound a lot like Intel once did - just throw a bunch of parallel processors with fancy vector / tensor units at the AI...
Nov 13, 2025
V
I'm connected to the CEO on LinkedIn, I requested an interview. So many questions...
Nov 13, 2025
V
It depends on the design but yes 2-3 years for a complex ASIC. If it is an iteration design like Apple does maybe half that time. Moving...
Nov 13, 2025