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F
Agreed that with the move to chiplets, packaging becomes the new frontier, e.g., the Ascend 910C and future versions. In China...
Dec 18, 2025
F
I was hoping China would come up with an alternative to EUV rather than copy it. That is how we progress as an industry.
Dec 18, 2025
It just seems like a big red flag and if you look at the TAE investors they should know better. Or maybe they know something we do not...
Dec 18, 2025
My understanding is that Samsung requires QCOM to make their processors on Samsung processes for internal use. In the old days Samsung...
Dec 18, 2025
I was hoping China would come up with an alternative to EUV rather than copy it. That is how we progress as an industry.
Dec 18, 2025
F
China has been doing its own EUV work using the synchrotron at Shanghai. Assuming it has access to SPIE papers (there are also SPIE...
Dec 18, 2025
I was speaking of logic, I'm not a memory guy. Sorry, I cannot imagine SMIC catching TSMC, never ever never ever ever.
Dec 18, 2025
K
No something even "better" - Fusion of hydrogen-boron (a.k.a. p-B11 or p11B) using an advanced beam-driven Field-Reversed Configuration...
Dec 18, 2025
K
It just seems like a big red flag and if you look at the TAE investors they should know better. Or maybe they know something we do not...
Dec 18, 2025
S
the 1st principle solution has always been innovate faster than anyone else. we need to fix self-inflected wound like regulation now
Dec 18, 2025
B
"Never" is a real long time and the recent trajectories of CXMT, YMTC, and even SMIC may indicate that they might beat that schedule by...
Dec 18, 2025
B
Samsung and AMD also partner on IP. The Exynos processor contains AMD graphics cores.
Exynos keeps gaining market share at Samsung...
Dec 18, 2025
It just seems like a big red flag and if you look at the TAE investors they should know better. Or maybe they know something we do not...
Dec 18, 2025
Looking back at how Intel lost it's dominance, it's almost as if someone came from the future to sabotage the company:
- 2005, Intel's...
Dec 18, 2025
I am not political but that is sad to hear.
I agree that AI is coming whether you like it or not. If we do not build AI datacenters in...
Dec 18, 2025