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S
Interesting story from his perspective here...
Dec 1, 2025
TSMC's price multiple is apparently suppressed due to geographic reason. There's no reason for such an extremely beneficiary from AI and...
Nov 30, 2025
If true, it's probably a diversification/margins play for Apple. I would imagine that at this moment AI players (NVIDIA, AMD, Alphabet)...
Nov 30, 2025
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 30, 2025
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 30, 2025
F
Interesting story from his perspective here...
Nov 30, 2025
5kW per chip. Immersive cooling required (per the article) but the cooling system details still TBD. 2x higher than Nvidia Rubin plans...
Nov 30, 2025
Related to architecture is also the RAM type, bus, and size could be a large (or small) portion of that power consumption.
Some...
Nov 30, 2025
So here is the problem Architecture and Node has to be known to give any FLOP ratings
Nov 30, 2025
Even if the plaintiff did not do such a thing, the media would mercilessly attack the defendant...
Nov 30, 2025
X
I think the argument should be based on actions/merits, not circumstances. We should apply a single standard, not double standards...
Nov 30, 2025
The case is not against Intel so LBT is probably right. I can assure you the authorities will find something at the houses of Wei-Jen Lo...
Nov 30, 2025
Why's everyone bringing this to country level? It's IP issue between company and ex-employee, could happen anywhere, and internationally...
Nov 30, 2025
i doubt you will be a middle manager after 18Year at a company
Nov 30, 2025
You can't do such a switch just in a moment he must have thought of something
Yes but so far there hasn't been proof even the raid...
Nov 30, 2025
Like.
Interesting story from his perspective here...
tomatoma reacted to delong.height's post in the thread Intel expected to begin shipping Apple’s lowest-end M processor as early as 2027 with