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M
Intel decided 20A and 18A were all BPSD..... a jump ahead technology. Also the roadmap today is not what the roadmap was in 2022...
Feb 4, 2026
Barcelona, Spain — February 3rd, 2026 — Semidynamics today announced its expansion into full-stack AI infrastructure, unveiling a...
Feb 4, 2026
February 3, 2026
News Summary:
- Shared industrial AI architecture combines Virtual Twins and AI infrastructure deployable at...
Feb 4, 2026
M
If Intel still had its memory business, it would be the highest revenue business unit at Intel. Intel will probably get back into memory...
Feb 4, 2026
It's probably complicated, but a few guesses/thoughts:
- It's a brand new node, Mobile is usually first production on a node because...
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
"Strangely, the first Intel BSPD (PowerVIa) product, Panther Lake, is for laptop computers. How do Intel and the OEMs overcome the...
Feb 4, 2026
Strangely, the first Intel BSPD (PowerVIa) product, Panther Lake, is for laptop computers. How do Intel and the OEMs overcome the...
Feb 4, 2026
In order to reach such one million "data centers", each of them needs to be cheap and almost disposable, because there is no easy or...
Feb 4, 2026
Does the market for wireless connectivity chips used in industrial and consumer applications already have several experienced and...
Feb 4, 2026
SoftBank does not have the ability to manufacture memory. Does that mean Intel is rejoining the race of memory manufacturing for the...
Feb 4, 2026
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
AmandaK posted the thread Semidynamics Unveils 3nm AI Inference Silicon and Full-Stack Systems in Semidynamics.Barcelona, Spain — February 3rd, 2026 — Semidynamics today announced its expansion into full-stack AI infrastructure, unveiling a...
Xebec replied to the thread (Anecdote) - Mobile x86 / memory supply for corporate laptops.It's probably complicated, but a few guesses/thoughts: - It's a brand new node, Mobile is usually first production on a node because...
Daniel Nenni reacted to IanD's post in the thread Intel’s 18A rumors meet a thermal brick wall says SemiWiki with
Like.
Speaking as someone who has actually done thermal analysis comparison of FSPD vs. BSPD in real high-performance chips vs. high-school...
hist78 replied to the thread (Anecdote) - Mobile x86 / memory supply for corporate laptops."Strangely, the first Intel BSPD (PowerVIa) product, Panther Lake, is for laptop computers. How do Intel and the OEMs overcome the...