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a nice article by SEMIVISION, link = https://tspasemiconductor.substack.com/p/can-zam-replace-hbm-intel-and-softbank
Feb 5, 2026
Intel did not release any schematics, and there are plenty of AI-generated pictures around :ROFLMAO:
But from this graphic, it looks...
Feb 5, 2026
Fred - does this address (partially or fully) the energy per bandwidth gap between current/traditional DRAM solutions and HBM?
Feb 5, 2026
Probably controversial for this forum, but I think Pat tried to break that cycle by building as much leading edge fab capacity as...
Feb 5, 2026
Nonsense. Intel exited the DRAM business 40 years ago. Until four months ago, Micron stock was not an especially great investment over...
Feb 5, 2026
Fred - does this address (partially or fully) the energy per bandwidth gap between current/traditional DRAM solutions and HBM?
Feb 5, 2026
Intel did not release any schematics, and there are plenty of AI-generated pictures around :ROFLMAO:
But from this graphic, it looks...
Feb 5, 2026
Great article. ZAM looks a lot more practical than Optane. Impressive, if it works as described here.
Feb 5, 2026
Probably controversial for this forum, but I think Pat tried to break that cycle by building as much leading edge fab capacity as...
Feb 5, 2026
Nonsense. Intel exited the DRAM business 40 years ago. Until four months ago, Micron stock was not an especially great investment over...
Feb 5, 2026
they should call it a Memristor. (i just invented that term) .... it will revolutionize semiconductors :ROFLMAO: :LOL:
Feb 5, 2026
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
Daniel Nenni reacted to NY_Sam2's post in the thread Softbank Corp, Intel announce memory chips collaboration with
Like.
a nice article by SEMIVISION, link = https://tspasemiconductor.substack.com/p/can-zam-replace-hbm-intel-and-softbank
Haha.
Nonsense. Intel exited the DRAM business 40 years ago. Until four months ago, Micron stock was not an especially great investment over...
Xebec replied to the thread Softbank Corp, Intel announce memory chips collaboration.Fred - does this address (partially or fully) the energy per bandwidth gap between current/traditional DRAM solutions and HBM?