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Hyperscalers and server manufacturers are ordering too many memory components for their AI infrastructures - more than the market can...
Nov 28, 2025
L
Are you saying that you read all the fine print? Wow. You must be the only one. But that's not the point. I am well aware that the code...
Nov 28, 2025
F
Pyeongtaek and Hwaseong are also sites for Samsung Foundry. I had understood DRAM to share with the EUV lines there? They could have...
Nov 28, 2025
F
Hyperscalers and server manufacturers are ordering too many memory components for their AI infrastructures - more than the market can...
Nov 28, 2025
X
ChatGPT:
Query: Why does California do not enforce non-compete?
Reply:
California’s refusal to enforce non-compete agreements comes...
Nov 28, 2025
X
There are reports in Taiwan suggesting that TSM is worried about being targeted for antitrust action, as many agree that it monopolises...
Nov 28, 2025
A recent development may significantly affect when Intel can return to profitability: the alleged IP theft committed by Mr. Wei-Jen Lo...
Nov 28, 2025
A
I was a programmer, not a software developer, and always find law quite interesting. ---> Following the logics.
>>> Firstly, Sergey...
Nov 28, 2025
F
Intel expected to begin shipping Apple’s lowest-end M processor as early as 2027
There have long been market rumors that Intel could...
Nov 28, 2025
F
I guess that’s a good excuse for not breaking even, as making IFS viable could be beneficial to the valuation. I remember DZ saying on...
Nov 28, 2025
F
Great Info. Intel needs to start small and no one would commit major line to Intel.
Couple notes:
Assuming Intel gets some customers...
Nov 28, 2025
S
Alternate article title:
Apple to ship first EVER US manufactured 2nm processor in 2027!
Nov 28, 2025
S
Good rumor though. These are not R&D jobs so hopefully there is not an IP problem. Even so, you always want to be careful when hiring...
Nov 28, 2025
B
If true, it's probably a diversification/margins play for Apple. I would imagine that at this moment AI players (NVIDIA, AMD, Alphabet)...
Nov 28, 2025
B
Alternate article title:
Apple to ship first EVER US manufactured 2nm processor in 2027!
Nov 28, 2025
Xebec reacted to Fred Chen's post in the thread Chip makers warn of a looming shortage in DRAM and SSD with
Like.
Hyperscalers and server manufacturers are ordering too many memory components for their AI infrastructures - more than the market can...
hist78 replied to the thread Intel expected to begin shipping Apple’s lowest-end M processor as early as 2027.A recent development may significantly affect when Intel can return to profitability: the alleged IP theft committed by Mr. Wei-Jen Lo...
Haha.
Good rumor though. These are not R&D jobs so hopefully there is not an IP problem. Even so, you always want to be careful when hiring...