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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 5, 2026
I've read three articles about ZAM today. The story has frightening similarities to Optane and PCMS. And, about a decade late, Intel...
Feb 5, 2026
C
And the post greatly exaggerates what I wrote, it makes out that BSPD (especially Intel) is pretty much unusable except for HPC -- the...
Feb 5, 2026
F
And the post greatly exaggerates what I wrote, it makes out that BSPD (especially Intel) is pretty much unusable except for HPC -- the...
Feb 5, 2026
F
The "start risk production" is for PR. Intel revenue doesnt show up until about 1 year after they claim risk production:
No 14A...
Feb 5, 2026
I
Gemini answers with an official apology:
It looks like I've officially joined the ranks of AI hallucinations caught in the wild by the...
Feb 5, 2026
I
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 5, 2026
S
Laptops nowadays are usually cooled with heat pipes to take the heat away to a larger remote heatsink/fan -- and bear in mind that most...
Feb 5, 2026
S
I'm talking here about the case where the "product" bought by the customer is the chip, which is most foundry ASIC business, and where...
Feb 5, 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 5, 2026
Amazing to see how much capex Google intends to spend in 2026. If we assume Google's revenue growth in 2026 will be equal to Q4-2025...
Feb 5, 2026
SOPHIA ANTIPOLIS, France – January 26, 2025 │ KnowMade’s Q4 2025 RF Front-End Modules & Components Patent Monitor confirms that RF...
Feb 5, 2026
SOPHIA ANTIPOLIS, France – January 21, 2026 │ KnowMade, a leading provider of patent analysis services, is proud to announce the release...
Feb 5, 2026
I
I'm talking here about the case where the "product" bought by the customer is the chip, which is most foundry ASIC business, and where...
Feb 5, 2026
E
Because it’s an almost six‑hour conference video, I used Google NotebookLM to create the following briefing report:
Cisco AI Summit...
Feb 5, 2026
Xebec 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.
I've read three articles about ZAM today. The story has frightening similarities to Optane and PCMS. And, about a decade late, Intel...
user nl posted the thread Google passes TSMC relative capex in 2026 in SemiWiki Main Forum ( Ask the Experts! ).Amazing to see how much capex Google intends to spend in 2026. If we assume Google's revenue growth in 2026 will be equal to Q4-2025...
KnowMade posted the thread Q4 2025 RF Front-End IP: Stable Leaders, China Accelerates, Lansus Enters Top Five, Filters Dominate in General Press.SOPHIA ANTIPOLIS, France – January 26, 2025 │ KnowMade’s Q4 2025 RF Front-End Modules & Components Patent Monitor confirms that RF...
