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One of the key factors in AMD’s comeback was spinning off its manufacturing division into GlobalFoundries. Once AMD’s supply agreement...
Feb 12, 2026
Those considerations are valid, but they are not binary yes/no issues. Capacity may be tight, but that doesn’t mean Samsung will stop...
Feb 12, 2026
L
Just saw this today - specific usage of Cerebras where the fast token rate and minimal latency can eventually sell at premium. I...
Feb 12, 2026
K
Just saw this today - specific usage of Cerebras where the fast token rate and minimal latency can eventually sell at premium. I...
Feb 12, 2026
K
But DRAM is in competition with HBM for raw wafer capacity, and I've been reading HBM takes 3 times as much, I assume due to downstream...
Feb 12, 2026
L
But DRAM is in competition with HBM for raw wafer capacity, and I've been reading HBM takes 3 times as much, I assume due to downstream...
Feb 12, 2026
B
I think they're closing a grey area/loophole that perhaps some assumed was acceptable. The export rules have also changed...
Feb 12, 2026
Samsung Electronics (005930.KS) has only one stock symbol, and Samsung Semiconductor and Samsung’s smartphone division are simply...
Feb 12, 2026
L
Between non-government actors settlements civil settlements routinely include no further airing of bad laundry. Some South Korean...
Feb 12, 2026
K
Agreed. That's why I posted their inferencing link.
Cerebras has announced a cloud computing service, which is mostly about inference...
Feb 12, 2026
D
Did some back of the napkin math, it's anywhere between $10 to $30+M per MW of compute for terrestrial datacenters, Jensen Huang said...
Feb 12, 2026
L
There's an added factor needed, did the CFO and CEO know about the diversion of units to China that happened after assembly in South...
Feb 12, 2026
L
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
S
some under the table deal perhaps. But the US government is missing an opportunity to send a strong message about how serious they are...
Feb 12, 2026
hist78 replied to the thread Google passes TSMC relative capex in 2026.One of the key factors in AMD’s comeback was spinning off its manufacturing division into GlobalFoundries. Once AMD’s supply agreement...
Like.
Just saw this today - specific usage of Cerebras where the fast token rate and minimal latency can eventually sell at premium. I...