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B
Everyone on here obsessed with margin.
Maybe the margin not enough , so not worth the hassle from the finance folks.
Nov 17, 2025
D
Even if Micron/SK/Samsung are disciplined, China has it's eyes on the memory market and this is an opportunity for them.
Nov 17, 2025
D
FWIW, At retail people are seeing double and higher prices for 16, 32, and 64GB kits - at least at US e-tailers and brick store...
Nov 17, 2025
E
There's a running joke among IBM engineers that the only EDA license guaranteed to be renewed every year is LaTeX.
Nov 17, 2025
E
Gaudi was very good in terms of perf/watt and HW Utilization but it's not programmer friendly should have stick to GPGPU Solution
Nov 17, 2025
D
It certainly makes you wonder why the giant in your industry thinks this path is not worthwhile!
The TSMC story is that they are...
Nov 17, 2025
D
GF was still a competitor for leading edge so I assume that’s why TSMC had these practices.
Nov 17, 2025
W
Martin was instrumental in the development of EUV technology and establishing ASML as the leader in lithography tools. Now with EUV...
Nov 16, 2025
B
It was a guy in a robot suit, but he drank too much vodka before the event.
Nov 16, 2025
Seems like 2027 is an important date for a lot of companies.
Also gives them time to rethink strategy if all is not well, whilst still...
Nov 16, 2025
After weeks of speculation, we are breaking news here and on ServeTheHome that Intel has made a titanic roadmap shift, with an entire...
Nov 16, 2025
B
Seems like 2027 is an important date for a lot of companies.
Also gives them time to rethink strategy if all is not well, whilst still...
Nov 16, 2025
B
investment amid AI boom
By Juby Babu, Reuters | Posted - Nov. 15, 2025 at 7:36 a.m.
Alphabet's Google said on Friday it would invest...
Nov 16, 2025
M
This seems like a very strange decision. Are Intel conceding the server market to AMD? I'm sure their margins have shrunk now. But what...
Nov 16, 2025
S
the idea of using firmware to direct traffic to appropriate HW lives on to many other applications ...
Nov 16, 2025