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F
Well Intel themselves said 18A will be internal only node
Dec 27, 2025
F
Agreed, and it shouldn't be such a smooth curve either.
Dec 27, 2025
K
I have to admit, it's mostly the high availability and 24 hour consistency that attracts me. And the generation is carbon-free, but the...
Dec 27, 2025
H
200mm 90nm should be available from several foundries. For small volume and high end nodes (less than 65nm), you can try MPW wafers...
Dec 27, 2025
B
We have customer using ASML stepper for 200mm at the nodes for at least 110nm , I dunno if they do 90nm and below though
Dec 27, 2025
K
Would the US have jumped into the Gulf War the way we did id if it did not involve 3 of the biggest oil exporters (Kuwait, Saudi Arabia...
Dec 27, 2025
K
Everything regarding human behavior requires some moderation. :rolleyes:
That's what happens when drilling companies go out of...
Dec 27, 2025
D
Fair enough - data centers aren’t the problem. These peakers, especially the dirty oil ones, were on their way out, likely to be...
Dec 27, 2025
D
I definitely don't think AMD will have anything on IFS but Nvidia did like RTX 30 on Samsung 8nm so I wonder why 18A-P or 14A derivative...
Dec 27, 2025
The military investment admittedly isn’t a direct subsidy toward keeping energy prices low, but the 5th Fleet and its precursor...
Dec 27, 2025
S
https://ossa-ma.github.io/blog/groq
"The structure is the story. Traditional M&A would trigger:
CFIUS review (given Saudi contracts)...
Dec 27, 2025
K
The military investment admittedly isn’t a direct subsidy toward keeping energy prices low, but the 5th Fleet and its precursor...
Dec 27, 2025
K
Of course I did.
I made up the 95th percentile example, though the strategy is real, especially for areas still dependent on coal...
Dec 27, 2025
Of course I do. I just have a problem with the assertion that oil and gas companies get special subsidies. They're not special, and...
Dec 27, 2025
I am 100% with you on free market principles. (Within reason - an industry that physically harms people is probably something that...
Dec 27, 2025
Like.
Well Intel themselves said 18A will be internal only node
Xebec reacted to KevinK's post in the thread AI data centers are forcing dirty ‘peaker’ power plants back into service with