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M
Even if Micron/SK/Samsung are disciplined, China has it's eyes on the memory market and this is an opportunity for them.
Nov 15, 2025
S
i meant the software part AMD is very dependent on Intel Software Contribution there are numerous article where Intel doing OSS stuff is...
Nov 15, 2025
H
I know two of the executives at Tachyum. I worked with them when I was a junior engineer. They probably won't remember me.
The data...
Nov 15, 2025
E
Not even x86-64 ?
Nov 15, 2025
S
Problem is Prodigy is delaying and upgrading the specs at the same time
Nov 14, 2025
S
Even if Micron/SK/Samsung are disciplined, China has it's eyes on the memory market and this is an opportunity for them.
Nov 14, 2025
S
You know that Foundry is what's keeping them market share and IFS alone is not the only problem design is as well and AMD is benifiting...
Nov 14, 2025
O
Intel is still dominant in business computers. I suspect this is due to decades of contracts embedding them into long term work...
Nov 14, 2025
C
Side note: TSMC is amazingly good at negotiating with customers to make them all happy when constraints arise. Simple hypothetical...
Nov 14, 2025
J
Jim351 replied to the thread
Optical chips? .
The first optical compute chips meant to act as AI accelerators (for matrix math) are available. This idea is well along...
Nov 14, 2025
B
I don't know what you've heard or from who, only what we're expecting to pay for N2P next year -- and last I heard it was around $30M...
Nov 14, 2025
B
Isnt that the point?
Or should everyone just try and make the same stuff?
Nov 14, 2025
D
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
the pricing will get wild and will be renegotiated. As an example: Spot pricing, low volume customers will get cut off. Mobile which has...
Nov 14, 2025
Even if Micron/SK/Samsung are disciplined, China has it's eyes on the memory market and this is an opportunity for them.
Nov 14, 2025
Like.
Even if Micron/SK/Samsung are disciplined, China has it's eyes on the memory market and this is an opportunity for them.
Xebec reacted to MKWVentures's post in the thread Samsung hikes memory chip prices 60% as shortage worsens — AI data center build out chokes supply with