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To me this seems like skating to where the puck has been and not where it is going to be.
Feb 4, 2026
I
And the post greatly exaggerates what I wrote, it makes out that BSPD (especially Intel) is pretty much unusable except for HPC -- the...
Feb 4, 2026
Investing.com-- SoftBank Corp (TYO:9434) said on Tuesday its unit Saimemory had formed a collaboration with Intel Corporation...
Feb 4, 2026
C
China is a pretty big market on it's own, and there are many countries that do not put tariffs on China, so even with heavy US tariffs...
Feb 4, 2026
In spite of the labels, for real applications isn't Intel 14A (with BSPD) really competing against TSMC A16 (N2P+SPR, maybe a year...
Feb 4, 2026
I
If it didn't come directly from TSMC***, that could have be lifted what from what I posted here earlier today -- after being simplified...
Feb 4, 2026
L
I've seen an interesting tweet here, that says that Intel's 16A / 14A are useless for mobile applications, because of the compulsory BPD
Feb 4, 2026
S
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
D
they should call it a Memristor. (i just invented that term) .... it will revolutionize semiconductors :ROFLMAO: :LOL:
Feb 4, 2026
M
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
M
So if chinese DRAM is put onto motherboard in Malaysia, and then the motherboard is put into a server in Mexico. and it is imported to a...
Feb 4, 2026
M
I agree with Barnsley!
From my experience the "substantial transformation" is defined as a change in tariff code. Typically the DRAM...
Feb 4, 2026
Are AI stock trading tools manipulating stocks yet?
US software stocks hit by Anthropic wake-up call on AI disruption
Feb 4 (Reuters)...
Feb 4, 2026
This seems to be a standard AI generated statement for AI related news releases:
While AI tools won't replace human creativity, the...
Feb 4, 2026
Obviously 14A is not ramping, Obviously nothing is going into Fab62 (Fab 52 is not fully tooled out yet). I will give it credit for...
Feb 4, 2026
hist78 reacted to Daniel Nenni's post in the thread Softbank Corp, Intel announce memory chips collaboration with
Like.
To me this seems like skating to where the puck has been and not where it is going to be.
Haha.
they should call it a Memristor. (i just invented that term) .... it will revolutionize semiconductors :ROFLMAO: :LOL:
Daniel Nenni replied to the thread Amazon's AI Revolutionizes Film and TV Production: A New Era in Hollywood.Are AI stock trading tools manipulating stocks yet? US software stocks hit by Anthropic wake-up call on AI disruption Feb 4 (Reuters)...
user nl reacted to MKWVentures's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with