Array
(
[content] =>
[params] => Array
(
[0] => /forum/whats-new/latest-activity?before_id=106273
)
[addOns] => Array
(
[DL6/MLTP] => 13
[Hampel/TimeZoneDebug] => 1000070
[SV/ChangePostDate] => 2010200
[SemiWiki/Newsletter] => 1000010
[SemiWiki/WPMenu] => 1000010
[SemiWiki/XPressExtend] => 1000010
[ThemeHouse/XLink] => 1000970
[ThemeHouse/XPress] => 1010570
[XF] => 2030970
[XFI] => 1060170
)
[wordpress] => /var/www/html
)
You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please,
join our community today !
JavaScript is disabled. For a better experience, please enable JavaScript in your browser before proceeding.
You are using an out of date browser. It may not display this or other websites correctly.
You should upgrade or use an
alternative browser .
Way back in 2022, IEEE Spectrum published a special report on the transition to EV's (The EV Transition Is Harder Than Anyone Thinks)...
Jan 29, 2026
Over the past year, most discussions around AI infrastructure have focused on GPUs, advanced packaging, and semiconductor supply chains...
Jan 29, 2026
E
Way back in 2022, IEEE Spectrum published a special report on the transition to EV's (The EV Transition Is Harder Than Anyone Thinks)...
Jan 29, 2026
There may be an opportunity for on-site (giant) batteries to help here. i.e. when workloads are below a certain % - charge up the...
Jan 29, 2026
"Hsu said that in the past, transformer lead times were about one year; now they are three to four years. Orders placed today may not be...
Jan 29, 2026
Over the past year, most discussions around AI infrastructure have focused on GPUs, advanced packaging, and semiconductor supply chains...
Jan 29, 2026
S
It's a bit ironic considering reason for TSMC existence is the strong support of the government in early years and even now they get...
Jan 29, 2026
S
From what I see today AI will be a job shift similar to what spreadsheet did. Lots of people said Excel would kill jobs but what it...
Jan 29, 2026
S
Intel was like that. I agreed with the concept in principle, but as usual in big companies the implementation often produced the wrong...
Jan 29, 2026
A
I don't fancy your chances unless Intel can recruit Dr. Who... ;)
Jan 29, 2026
"Hsu said that in the past, transformer lead times were about one year; now they are three to four years. Orders placed today may not be...
Jan 29, 2026
Over the past year, most discussions around AI infrastructure have focused on GPUs, advanced packaging, and semiconductor supply chains...
Jan 29, 2026
I
Yeah I meant PPA
Jan 29, 2026
It's a bit ironic considering reason for TSMC existence is the strong support of the government in early years and even now they get...
Jan 29, 2026
BPSD is not packaging, it is wafer processing.... if you want to say Intel knows how to package it,... fair enough. But <1% of worlds...
Jan 29, 2026
Daniel Nenni reacted to EganVector's post in the thread Not chips—transformers are the Taiwan-made components AI data centers need most. Even Musk and Zuckerberg can’t get around them. with
Like.
Way back in 2022, IEEE Spectrum published a special report on the transition to EV's (The EV Transition Is Harder Than Anyone Thinks)...
Xebec replied to the thread Not chips—transformers are the Taiwan-made components AI data centers need most. Even Musk and Zuckerberg can’t get around them..There may be an opportunity for on-site (giant) batteries to help here. i.e. when workloads are below a certain % - charge up the...
Haha.
I don't fancy your chances unless Intel can recruit Dr. Who... ;)
hist78 replied to the thread Not chips—transformers are the Taiwan-made components AI data centers need most. Even Musk and Zuckerberg can’t get around them.."Hsu said that in the past, transformer lead times were about one year; now they are three to four years. Orders placed today may not be...