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A
With AI/ML advancing at breakneck speed, will the percentage of compute use shift more and more to the data center model? How will this...
Feb 4, 2026
E
Speaking as someone who has actually done thermal analysis comparison of FSPD vs. BSPD in real high-performance chips vs. high-school...
Feb 4, 2026
Speaking as someone who has actually done thermal analysis comparison of FSPD vs. BSPD in real high-performance chips vs. high-school...
Feb 4, 2026
I
Speaking as someone who has actually done thermal analysis comparison of FSPD vs. BSPD in real high-performance chips vs. high-school...
Feb 4, 2026
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