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K
A friend of mine is rebidding a corporate laptop purchase agreement for a company, dealing with 3 major OEMs. The pricing and patterns...
Feb 4, 2026
S
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
Yes, Intel missed this golden opportunity (and many others). I almost feel as if there is a curse placed on Intel.
Nanya Technology, a...
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
Because it’s an almost six‑hour conference video, I used Google NotebookLM to create the following briefing report:
Cisco AI Summit...
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
The CapEx spending for 2026 will be enormous. For example (from ChatGPT):
Feb 4, 2026
"The company’s capex spend will go toward investing in AI compute capacity for Google DeepMind and to meet “significant cloud customer...
Feb 4, 2026
S
"The company’s capex spend will go toward investing in AI compute capacity for Google DeepMind and to meet “significant cloud customer...
Feb 4, 2026
How does Intel work around the Panther Lake's heat issues described by @IanD on the laptops? I assume they don't use liquid cooling.
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
L
Having products uncompetitive sounds like a show stopper for me. If you want local supply the obvious solution would be to just use TSMC...
Feb 4, 2026
L
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
February 4, 2026
Plano, Texas, USA
Canopus AI’s Machine Learning (ML) and AI technology for metrology and inspection - Measure edge...
Feb 4, 2026
February 3, 2026
San Diego, CA, USA
Visit Booth 3529 to Explore Innovations in Grid Software, Automation, and Electrification...
Feb 4, 2026
Like.
A friend of mine is rebidding a corporate laptop purchase agreement for a company, dealing with 3 major OEMs. The pricing and patterns...
hist78 replied to the thread Softbank Corp, Intel announce memory chips collaboration.Yes, Intel missed this golden opportunity (and many others). I almost feel as if there is a curse placed on Intel. Nanya Technology, a...
AmandaK posted the thread Siemens acquires Canopus AI to bring AI-based metrology to semiconductor manufacturing in Siemens EDA.February 4, 2026 Plano, Texas, USA Canopus AI’s Machine Learning (ML) and AI technology for metrology and inspection - Measure edge...
