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C
this issue is not knowledge. that cannot be controlled. It is taking company confidential material. Most people I know do not do this.
Dec 1, 2025
S
what for real?
Dec 1, 2025
Interesting story from his perspective here...
Dec 1, 2025
E
Intel laid off suk lee
Dec 1, 2025
S
Interesting story from his perspective here...
Dec 1, 2025
T
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
T
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
T
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
T
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
T
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
T
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
T
So here is the problem Architecture and Node has to be known to give any FLOP ratings
Nov 30, 2025
T
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
Like.
this issue is not knowledge. that cannot be controlled. It is taking company confidential material. Most people I know do not do this.
Xebec reacted to Fred Chen's post in the thread Beyond Ex-VP Lo, Intel Is Reportedly Poaching TSMC Arizona Engineers With 20–30% Higher Salaries with