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S
https://techcrunch.com/2025/11/17/jeff-bezos-reportedly-returns-to-the-trenches-as-co-ceo-of-new-ai-startup-project-prometheus/
Bezos...
Yesterday at 5:47 PM
B
What does $500M get you these days?
Yesterday at 5:16 PM
B
Getting electricity might not be as easy as it was before in Taiwan because of the political atmosphere
Yesterday at 5:15 PM
S
Getting electricity might not be as easy as it was before in Taiwan because of the political atmosphere
Yesterday at 4:25 PM
M
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 3:09 PM
Definitely. It says a lot about Intel packaging and will be an excellent benchmark between the two.
Yesterday at 2:47 PM
C
But in this potential example, it would be using TSMC wafers ... and then use Intel packaging. (not using TSMC CoWoS packaging that...
Yesterday at 2:38 PM
TSMC will not package other foundry die so Meta is all TSMC.
Yesterday at 2:33 PM
S
If what they want to do is processors segmentation by memory capacity/throughput, it's very smart choice. Intel already has a bunch of...
Yesterday at 2:32 PM
M
will there be a tape out for a external customer by then? It will be 5 years since IFS was first announced. External revenue is dropping...
Yesterday at 2:29 PM
M
Its good that the roadmap changes and simpifications are now coming out. .... Ice lake is still selling. Sapphire and emerald are still...
Yesterday at 2:17 PM
Yes, Intel built up a big ecosystem for 18A that was unfortunately not utilized. If a big customer comes to 18A the IP ecosystem will...
Yesterday at 2:05 PM
J
Margins are a big issue with Chinese based companies like Innoscience flooding the market. GF can take advantage of the made in US...
Yesterday at 1:52 PM
Q3-25 Up 15.9% vs. Q2 …
The AI Party Refuses To Die”
Source: WSTS / Future Horizons
Industry Update Webinar
Mark Your Calendar Now …...
Yesterday at 1:03 PM
GMI Cloud plans to build a $500 million AI data centre in Taiwan
The data centre is expected to go online by early 2026
It is much...
Yesterday at 12:56 PM
Wow.
Getting electricity might not be as easy as it was before in Taiwan because of the political atmosphere
Like.
Even if Micron/SK/Samsung are disciplined, China has it's eyes on the memory market and this is an opportunity for them.
Daniel Nenni replied to the thread Intel Foundry Direct Connect 2026.Definitely. It says a lot about Intel packaging and will be an excellent benchmark between the two.
Xebec reacted to Daniel Nenni's post in the thread Why Is Jensen Huang Getting Nervous About TSMC’s 3nm Shortage? with