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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...
Yesterday at 4:33 AM
"Extending it's benefits down the stack" tells me that they're just going to use the 16 channel version and 'down bin it' for the whole...
Yesterday at 2:27 AM
B
Everyone on here obsessed with margin.
Maybe the margin not enough , so not worth the hassle from the finance folks.
Yesterday at 1:51 AM
D
Even if Micron/SK/Samsung are disciplined, China has it's eyes on the memory market and this is an opportunity for them.
Yesterday at 12:39 AM
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...
Yesterday at 12:38 AM
E
There's a running joke among IBM engineers that the only EDA license guaranteed to be renewed every year is LaTeX.
Yesterday at 12:28 AM
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
Yesterday at 12:26 AM
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...
Yesterday at 12:20 AM
D
GF was still a competitor for leading edge so I assume that’s why TSMC had these practices.
Yesterday at 12:15 AM
W
Martin was instrumental in the development of EUV technology and establishing ASML as the leader in lithography tools. Now with EUV...
Sunday at 10:39 PM
B
It was a guy in a robot suit, but he drank too much vodka before the event.
Sunday at 9:18 PM
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...
Sunday at 6:58 PM
After weeks of speculation, we are breaking news here and on ServeTheHome that Intel has made a titanic roadmap shift, with an entire...
Sunday at 5:56 PM
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...
Sunday at 5:21 PM
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...
Sunday at 5:18 PM
Xebec reacted to Barnsley's post in the thread Google plans $40B Texas data center investment amid AI boom with
Like.
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...
Haha.
There's a running joke among IBM engineers that the only EDA license guaranteed to be renewed every year is LaTeX.
Wow.
It was a guy in a robot suit, but he drank too much vodka before the event.
Daniel Nenni reacted to Barnsley's post in the thread Google plans $40B Texas data center investment amid AI boom with