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S
I hate the way they always pick a comparison that makes something look artificially good -- why isn't the comparison A14 vs. N2P, which...
Feb 4, 2026
I
I hate the way they always pick a comparison that makes something look artificially good -- why isn't the comparison A14 vs. N2P, which...
Feb 4, 2026
S
problem is small volume won't justify 14A it needs big volume also i think that 28 risk production is for external and 27 for Internal
Feb 4, 2026
That's what LBT says at 51:40
LBT clearly has two major concerns regarding 14A, the variability of the yield and the IP availability...
Feb 4, 2026
S
Yes, sir. Back to the future. :rolleyes:
Feb 4, 2026
S
I guess they are talking about Eric Demers who joined Intel last month? Excellent hire by Lip-Bu...
Feb 4, 2026
S
So they said Risk Production was 2027 in the IFS Connect 2025 now it's 2028 are they moving timelines...
Feb 4, 2026
Nice to see LBT speak about IF at CISCO AI summit yesterday, he starts around 48 minutes:
It seems no more uncertainty about 14A, it...
Feb 4, 2026
Morris Chang, the 94-year-old founder of Taiwan Semiconductor Manufacturing Co., made his first public appearance in more than a year...
Feb 4, 2026
F
Country of Origin Rules: U.S. Customs and Border Protection (CBP) determines the "country of origin" based on where the product was...
Feb 3, 2026
F
Interesting situation. It is evident that the AI boom is redefining the entire memory ecosystem not only in terms of GPUs and CPUs. When...
Feb 3, 2026
F
If this product end up in devices imported into US , will they get tariffed.
Feb 3, 2026
The company claims it’s a cheaper and more environmentally-friendly alternative to land-based centers.
SpaceX has filed a request...
Feb 3, 2026
B
What happen when there is so much junk up there it blocks the sun?
🤣🤣🤣🤣🤣
Feb 3, 2026
B
Country of Origin Rules: U.S. Customs and Border Protection (CBP) determines the "country of origin" based on where the product was...
Feb 3, 2026