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F
Xiangdixian is the key player here; it almost dissolved last year, but apparently got bailed out by Anfu (a battery developer?)...
Nov 23, 2025
B
SMIC’s “7nm” output is extremely small
It barely covers the needs of Huawei’s Mate-series SoCs (Kirin 9000S/9010/9020) and Ascend GPU...
Nov 22, 2025
S
SMIC’s “7nm” output is extremely small
It barely covers the needs of Huawei’s Mate-series SoCs (Kirin 9000S/9010/9020) and Ascend GPU...
Nov 22, 2025
S
Intel has US Government backing ...
Nov 22, 2025
E
Agree with you on this
Nov 22, 2025
M
It is well known in Taiwan/TSMC that W-J Lo did not want to retire. Instead, he was seeking bigger roles beyond R&D, such as running...
Nov 22, 2025
K
Glass half full - Intel still has a lot of opportunity to capture "AI market share":
- A (significant?) portion of AI compute may still...
Nov 22, 2025
Bubbles don’t pop until capital runs out.
With all these big announcements it might be hard to believe but the amount of capital that...
Nov 22, 2025
This development, which happened a little over two months ago, may not signify much in the GPU world (compared to Huawei and NVIDIA...
Nov 22, 2025
Yes, so did I. DC power makes sense, and three-phase power makes sense. Single-phase AC doesn't make sense anytime you're using...
Nov 22, 2025
Glass half full - Intel still has a lot of opportunity to capture "AI market share":
- A (significant?) portion of AI compute may still...
Nov 22, 2025
Fingers crossed NVL fixes Intel's latency issues with tiles/chiplets :) (I skipped AMD for 25 years.. Am5x86-133 at 160 MHz was...
Nov 22, 2025
I am waiting for NVL and Zen6 cause it would first time in history both the company will be using the same process TSMC N2 for the CPU
Nov 22, 2025
I did benchmarks for a three letter computer company as an intern back in the day. They were highly manipulated so I have never trusted...
Nov 22, 2025
S
It’s a pretty decent report on the difference between Nvidia’s AI chips and others. TSMC is like the biggest winner here, making chips...
Nov 22, 2025
Wow.
SMIC’s “7nm” output is extremely small It barely covers the needs of Huawei’s Mate-series SoCs (Kirin 9000S/9010/9020) and Ascend GPU...
Like.
It is well known in Taiwan/TSMC that W-J Lo did not want to retire. Instead, he was seeking bigger roles beyond R&D, such as running...
Bubbles don’t pop until capital runs out. With all these big announcements it might be hard to believe but the amount of capital that...
Xebec reacted to Fred Chen's post in the thread Xiangdi 5nm GPU completes tape-out verification with