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Latest activity

What's new Featured content New posts Latest activity

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bilau replied to the thread AI bubble? Opinions divided on tech’s trillion dollar question.

I think the above is probably the most useful, insightful comment in this list. And then...

Dec 12, 2025
Xebec posted the thread How "fungible" are memory maker fabs for switching between memory types? in SemiWiki Main Forum ( Ask the Experts! ).

How easy is it for Samsung, SK Hynix, Micron, etc. to switch production between memory types -- examples: DDR5 to GDDR7, or DDR5 to...

Dec 12, 2025
Xebec reacted to Barnsley's post in the thread The Navy says AI cut a 160-hour submarine-planning job down to just 10 minutes — now it's investing $448 million to go bigger with Like.

Its tax payers money! Who cares?

Dec 12, 2025
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Arthur Hanson replied to the thread AI bubble? Opinions divided on tech’s trillion dollar question.

AI/ML is in its very, very early stages and the winners will be those that learn how to not only apply AIs great power and efficiency...

Dec 12, 2025
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LLL0955 replied to the thread SMIC N+3 Confirmed: Kirin 9030 Analysis Reveals How Close SMIC Is to 5nm.

So 125 mtr or 110 mtr? But metal pitch smaller than 18A is very impressive. This mean 30nm pitch?

Dec 12, 2025
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Barnsley replied to the thread The Navy says AI cut a 160-hour submarine-planning job down to just 10 minutes — now it's investing $448 million to go bigger.

Its tax payers money! Who cares?

Dec 12, 2025
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Barnsley reacted to Xebec's post in the thread The Navy says AI cut a 160-hour submarine-planning job down to just 10 minutes — now it's investing $448 million to go bigger with Haha.

I know the article says 'this is only one example', but running the math - the article is implying $640,000 savings in one process...

Dec 12, 2025
Xebec replied to the thread The Navy says AI cut a 160-hour submarine-planning job down to just 10 minutes — now it's investing $448 million to go bigger.

I know the article says 'this is only one example', but running the math - the article is implying $640,000 savings in one process...

Dec 12, 2025
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lefty replied to the thread AI bubble? Opinions divided on tech’s trillion dollar question.

they have to raise $12B from equity and debt every quarter and there is a finite amount of venture capital available

Dec 12, 2025
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siliconbruh999 reacted to KevinK's post in the thread The Navy says AI cut a 160-hour submarine-planning job down to just 10 minutes — now it's investing $448 million to go bigger with Like.

Hopefully it will work for ships, too, and get subs and ships across the finish line. Lots of programs die on the vine...

Dec 12, 2025
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semiman reacted to Fred Chen's post in the thread SMIC N+3 Confirmed: Kirin 9030 Analysis Reveals How Close SMIC Is to 5nm with Like.

I think this characterization by TechInsights is off. The author provided me some key details. I posted only a rough version on X...

Dec 12, 2025
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KevinK replied to the thread The Navy says AI cut a 160-hour submarine-planning job down to just 10 minutes — now it's investing $448 million to go bigger.

Hopefully it will work for ships, too, and get subs and ships across the finish line. Lots of programs die on the vine...

Dec 12, 2025
K

KevinK reacted to Fred Chen's post in the thread SMIC N+3 Confirmed: Kirin 9030 Analysis Reveals How Close SMIC Is to 5nm with Like.

I think this characterization by TechInsights is off. The author provided me some key details. I posted only a rough version on X...

Dec 12, 2025
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Barnsley replied to the thread The Navy says AI cut a 160-hour submarine-planning job down to just 10 minutes — now it's investing $448 million to go bigger.

Palantir-agogo

Dec 11, 2025
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Fred Chen reacted to blueone's post in the thread Google’s 400,000-Chip Monster Tensor Processing Unit Just Destroyed NVIDIA's Future! with Like.

This is actually not a newbie question, it's very good one. First, the simple stuff. PyTorch and Python are related only because...

Dec 11, 2025

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