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S
There's not a lot you can do to lower the thermal resistance of the dielectrics used in the signal layers, low-k and ultra-low-k are...
Feb 5, 2026
Morris Chang once said that if there were a war due to the CCP’s military actions, interruptions to iPhone upgrades or other consumer...
Feb 5, 2026
K
I think there will be a lot of AI running on-premises. Individual companies like banks, semiconductor companies, etc... will do...
Feb 5, 2026
Perhaps.... I downplay this because I keep talking to Taiwanese friends who are not worried for whatever reason ... and because if there...
Feb 5, 2026
https://www.bbc.com/news/articles/cd0ydjvxpejo
My neighbor has a townhouse in Florida near Disney. The vacation rental business has...
Feb 5, 2026
The chart above actually shows the *best* case price increase (from a consumer viewpoint) on the PC side. A DDR4 DIMM that is 8GB in...
Feb 5, 2026
The chart above actually shows the *best* case price increase (from a consumer viewpoint) on the PC side. A DDR4 DIMM that is 8GB in...
Feb 5, 2026
Memory prices have soared 80%-90% in Q1 2026 so far compared to Q4 2025, with DRAM, NAND and HBM all hitting record-breaking highs.
To...
Feb 5, 2026
C
I'm not sure Ukraine would agree.
Feb 5, 2026
I think there will be a lot of AI running on-premises. Individual companies like banks, semiconductor companies, etc... will do...
Feb 5, 2026
That's a challenging question, especially since many software applications run in data centers appear to be moving to a mixed model with...
Feb 5, 2026
V
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
B
Losers?
The peasents subsidising the data centers with higher utility bills?
Feb 5, 2026
I agree. We saw the same with bitcoin mines, which now can probably become AI farms?
I saw a keynote by Google saying the same. Just...
Feb 5, 2026
Amazon Web Services CEO Matt Garman said today there is so much demand they have NEVER retired an Nvidia A100 GPU. The A100 is nearly...
Feb 5, 2026
Like.
There's not a lot you can do to lower the thermal resistance of the dielectrics used in the signal layers, low-k and ultra-low-k are...
hist78 replied to the thread TSMC CEO flags 3-nanometre chip production in Japan, investment reported at $17 billion.Morris Chang once said that if there were a war due to the CCP’s military actions, interruptions to iPhone upgrades or other consumer...
Daniel Nenni reacted to Xebec's post in the thread Memory Prices Surge Up to 90% From Q4 2025 with
Xebec replied to the thread Memory Prices Surge Up to 90% From Q4 2025.The chart above actually shows the *best* case price increase (from a consumer viewpoint) on the PC side. A DDR4 DIMM that is 8GB in...