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T
The U.S. Department of Commerce on Wednesday announced a $252 million settlement with semiconductor equipment maker Applied Materials...
Feb 12, 2026
D
I actually think it’s a bit unfair to call ASML’s software stack “messy” without acknowledging the scale and complexity they operate at...
Feb 12, 2026
M
Samsung has a interesting business model. They bought Micron Memory when there was no shortage. And even if divisions partnered well...
Feb 12, 2026
M
good info, thanks
what was the official number and QoQ change for AMD and Intel?
Nvidia, Google, Amazon CPUs are counted as ARM? correct?
Feb 12, 2026
M
So if AI is replacing people and lowering the amount of people in jobs, then employment (not unemployment) must be down. How much has...
Feb 12, 2026
A
AI is just starting to lower the demand for office space market as it's starting to replace people. This is just the very beginning of...
Feb 12, 2026
I saw this posted elsewhere. This is volume, not revenue, and doesn't include other "still standing" CPU architectures like IBM Power...
Feb 12, 2026
Maybe, maybe not. I know that the DSP chips inside the optical modules used for the inter-satellite laser links are standard commercial...
Feb 12, 2026
P
5 year life, for inference work, seems it shouldn't be a huge problem, here's the following from Google, regarding radiation with...
Feb 12, 2026
I
If/when it happens -- not by any means certain yet, it's not even been defined! -- coherent-lite will be mainly targeted at...
Feb 12, 2026
I
Maybe, maybe not. I know that the DSP chips inside the optical modules used for the inter-satellite laser links are standard commercial...
Feb 12, 2026
F
What is up with these NIMBYs!!!
Standing in the way of progress!!!
Feb 12, 2026
F
Feb 10, 2026 at 11:18am EST
China's CXMT is expanding its presence in the HBM market, aiming to capitalize on the AI frenzy, as the...
Feb 11, 2026
S
HPC requirement is different from training. Inference makes sense. Wish we have more trustworthy independent BM as this part of industry...
Feb 11, 2026
K
Feb 10, 2026 at 11:18am EST
China's CXMT is expanding its presence in the HBM market, aiming to capitalize on the AI frenzy, as the...
Feb 11, 2026
Like.
I actually think it’s a bit unfair to call ASML’s software stack “messy” without acknowledging the scale and complexity they operate at...
Xebec posted the thread ARM vs x86 Server CPU Market share, per Mercury Research in SemiWiki Main Forum ( Ask the Experts! ).I saw this posted elsewhere. This is volume, not revenue, and doesn't include other "still standing" CPU architectures like IBM Power...
