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B
the revisionist history is quite stunning here.
2021: 18A was the external version of the Internal node. 50 products being testing...
Dec 26, 2025
C
the revisionist history is quite stunning here.
2021: 18A was the external version of the Internal node. 50 products being testing...
Dec 26, 2025
K
I am not sure what this ("Domestic") means:
Micron makes vast majority of HBM in Asia. DRAM Wafers and packaging
All of the HBM units...
Dec 26, 2025
K
Do you really mean yields ? I think the holy grail for data center inference now is the right combination lower power, lower cost...
Dec 26, 2025
M
IMHO, Given the balance sheet challenges when he took over (Which mant people did not realize), it is amazing what he accomplished in 9...
Dec 26, 2025
M
I am not sure what this ("Domestic") means:
Micron makes vast majority of HBM in Asia. DRAM Wafers and packaging
All of the HBM units...
Dec 26, 2025
M
the revisionist history is quite stunning here.
2021: 18A was the external version of the Internal node. 50 products being testing...
Dec 26, 2025
K
I read the papers you posted. Really dense stuff. Lots of familiarity to me though, since I've unfortunately been forced to think...
Dec 26, 2025
D
Can this help Bitcoin chip?
Dec 26, 2025
P
Well Intel themselves said 18A will be internal only node
Dec 26, 2025
S
Well Intel themselves said 18A will be internal only node
Dec 26, 2025
P
Happy holidays, everyone!
It's been a while but wanted to contribute something small to this forum I read practically everyday! 😅...
Dec 26, 2025
A
As the only maker of HBM in the US, can Micron expand fast enough to meet domestic demand, let alone any foreign demand? Will Micron...
Dec 26, 2025
I think it is compounded. Should be well above 50% now given the rumor of ~30% in early 2025 and 7% yield improvement per month. We have...
Dec 26, 2025
we don't know their binning strategy as well and MP has already started in Fab 52
Dec 26, 2025
Like.
I read the papers you posted. Really dense stuff. Lots of familiarity to me though, since I've unfortunately been forced to think...
tomatoma reacted to chillfire's post in the thread Intel at Barclays 2025: Roadmap, manufacturing, demand and margins under pressure with