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Yup, data center disaggregated inference can benefit tremendously from new tiering of fast, high-capacity shared KV cache storage...
Jan 10, 2026
It looks like the context is AI SSDs...
Jan 10, 2026
Great report.
I really do not understand why Micron does not have grander expansion plans. Are they not as competitive as Samsung and...
Jan 10, 2026
S
Yeah they already own enough though all leading edge foundry are nationalized.
Jan 10, 2026
B
Begging for the admin to lean on American companies to use Foundry?
Or maybe it’s just another round of equity? I really don’t like the...
Jan 10, 2026
B
Again, we see another article from China pushing propaganda. TSMC is a Taiwan-based company with absolutely no connection to China. Keep...
Jan 10, 2026
Can someone translate the tables? I'm missing something here.
Jan 10, 2026
Again, we see another article from China pushing propaganda. TSMC is a Taiwan-based company with absolutely no connection to China. Keep...
Jan 10, 2026
It looks like the context is AI SSDs...
Jan 10, 2026
E
Don't know, we only use HD libraries -- HP libraries are faster but also less efficient (partly because density is lower so interconnect...
Jan 10, 2026
E
No, only TSMC -- my comments are based on actual designs not speculation, and we don't use Intel or Samsung... :-)
Jan 10, 2026
E
From what we've seen the wafer cost increase with N2 is bigger than the die area saving compared to N3, so for the same function an N2...
Jan 10, 2026
E
CC Wei is one of the smartest business men you will meet in the semiconductor industry, absolutely. TSMC N3 is a great example. TSMC is...
Jan 10, 2026
E
Again, we see another article from China pushing propaganda. TSMC is a Taiwan-based company with absolutely no connection to China. Keep...
Jan 10, 2026
S
maybe more tax credit or something to help IFS
Jan 10, 2026
Xebec reacted to KevinK's post in the thread Exclusive: Jensen Huang’s Remark Sparks Storage Rally—Phison CEO Responds from CES with
Like.
Yup, data center disaggregated inference can benefit tremendously from new tiering of fast, high-capacity shared KV cache storage...
Daniel Nenni replied to the thread TSMC's 2nm chips: The results are out..Can someone translate the tables? I'm missing something here.