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K
I think the door is beginning to close for new entrants for the data center barring any disruptive technologies (optical AI computing)...
Jan 26, 2026
I agree completely. Apple set this all in motion, what I call fabless systems companies. Off the shelf computing has been dying a slow...
Jan 26, 2026
It's not that simple, the metal stack and processing and qualification and DK and extraction and layout and libraries and SRAMs and...
Jan 26, 2026
Depends what you mean by "most customers"... ;-)
TSMC have said the BSPD (A16 process as opposed to N2) is suitable for HPC chips with...
Jan 26, 2026
Even Lego is doing in-house chips development project now.
https://semiwiki.com/forum/threads/smart-revolution-lego-smart-brick.24301/
Jan 26, 2026
Even Lego is doing in-house chips development project now.
https://semiwiki.com/forum/threads/smart-revolution-lego-smart-brick.24301/
Jan 26, 2026
Is this the golden age of the semis industry? Even if the AI bubble pops, it feels like big tech, especially with cloud computing...
Jan 26, 2026
M
It's not that simple, the metal stack and processing and qualification and DK and extraction and layout and libraries and SRAMs and...
Jan 26, 2026
S
Is this the golden age of the semis industry? Even if the AI bubble pops, it feels like big tech, especially with cloud computing...
Jan 26, 2026
S
Is this the golden age of the semis industry? Even if the AI bubble pops, it feels like big tech, especially with cloud computing...
Jan 26, 2026
K
It seems like they’re figuring it out now? Panther Lake has taken the lead in portable compute and graphics (outside of Apple…).
Can...
Jan 26, 2026
K
The sad part of this problem is that Intel spends a lot of money on "product management". You know, the people talking to customers to...
Jan 26, 2026
Y
"A CoreWeave spokesperson told Reuters that the cash from the new investment will not be used to purchase Nvidia processors, but...
Jan 26, 2026
S
It's not that simple, the metal stack and processing and qualification and DK and extraction and layout and libraries and SRAMs and...
Jan 26, 2026
S
Im just saying Intel is not constrained by TSMC, they are constrained by IFS ..... @siliconbruh999 may be correct on product issues...
Jan 26, 2026
Daniel Nenni replied to the thread Microsoft reveals second generation of its AI chip in effort to bolster cloud business.I agree completely. Apple set this all in motion, what I call fabless systems companies. Off the shelf computing has been dying a slow...
hist78 reacted to IanD's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with
Like.
It's not that simple, the metal stack and processing and qualification and DK and extraction and layout and libraries and SRAMs and...
Haha.
Even Lego is doing in-house chips development project now. https://semiwiki.com/forum/threads/smart-revolution-lego-smart-brick.24301/