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S
I have heard from multiple sources Google's own design teams are taking over more and more of TPU design. Anyone has more specifics on...
Dec 17, 2025
C
Broadcom CEO said the order backlog for the next 6 quarters is $73B for AI processors. (those are confirmed orders -- there will be...
Dec 17, 2025
Complete nonsense. They forgot Nvidia if they are going to fantasize about customers. In other news AMD, Apple, Intel, and Nvidia have...
Dec 17, 2025
L
Is this the rumour that originated from Sedaily? That's a Korean news service.
Dec 17, 2025
I am not one of those industry sources that are referenced above. If AMD did however move some wafer agreements over to Samsung Foundry...
Dec 17, 2025
Samsung Electronics is reportedly in advanced discussions with AMD to produce chips using its next generation 2nm process technology, as...
Dec 17, 2025
B
Compare that to what Nvidia charges......... $13k seems to be pretty cheap.
How many TPU chips does Broadcom do for Google per year...
Dec 17, 2025
B
Where did they install it? Fab 62?
Dec 17, 2025
Intel Installs World's Most Advanced High-NA EUV Scanner for 14A Node Production
Intel Foundry has achieved a significant milestone by...
Dec 17, 2025
Alignment accuracy between layers down to 0.7 nanometers. Very impressive.
IIRC individual stable elemental atoms are in the 0.1-0.2...
Dec 17, 2025
B
House of Huawei by Eva Dou chronicles Huawei's fast follower status in many telecom products (routers, phones, computers, labtops...
Dec 17, 2025
Intel Installs World's Most Advanced High-NA EUV Scanner for 14A Node Production
Intel Foundry has achieved a significant milestone by...
Dec 17, 2025
S
there might be some romanticized idea way back in Clinton years that the country will become more democratized as economic situation...
Dec 17, 2025
B
All is fair in love and war 😁😁😁
Dec 17, 2025
Compare that to what Nvidia charges......... $13k seems to be pretty cheap.
How many TPU chips does Broadcom do for Google per year...
Dec 17, 2025
Daniel Nenni replied to the thread Samsung nears 2nm foundry deal with AMD as it closes gap with TSMC.Complete nonsense. They forgot Nvidia if they are going to fantasize about customers. In other news AMD, Apple, Intel, and Nvidia have...
Like.
Compare that to what Nvidia charges......... $13k seems to be pretty cheap. How many TPU chips does Broadcom do for Google per year...
Xebec reacted to Daniel Nenni's post in the thread Intel Installs ASML TWINSCAN EXE:5200B High-NA EUV System for 14A Process Node with