Array
(
[content] =>
[params] => Array
(
[0] => /forum/whats-new/latest-activity?before_id=107385
)
[addOns] => Array
(
[DL6/MLTP] => 13
[Hampel/TimeZoneDebug] => 1000070
[SV/ChangePostDate] => 2010200
[SemiWiki/Newsletter] => 1000010
[SemiWiki/WPMenu] => 1000010
[SemiWiki/XPressExtend] => 1000010
[ThemeHouse/XLink] => 1000970
[ThemeHouse/XPress] => 1010570
[XF] => 2030970
[XFI] => 1060170
)
[wordpress] => /var/www/html
)
You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please,
join our community today !
JavaScript is disabled. For a better experience, please enable JavaScript in your browser before proceeding.
You are using an out of date browser. It may not display this or other websites correctly.
You should upgrade or use an
alternative browser .
It was a rhetorical question
Feb 12, 2026
That said, that doesn't mean AMD has no restrictions. Right now, the N4 process is the mainstream, so it's fine, but if they move to N2...
Feb 12, 2026
They use the same dies for client and server so they can move stuff here and there
Intel hasn't even ramped GNR so it's a entirely...
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
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
They use the same dies for client and server so they can move stuff here and there
Intel hasn't even ramped GNR so it's a entirely...
Feb 12, 2026
S
I got the report summary from an analyst as well.
AMD gained share in revenue and units. AMD ASP is higher than Intels. Intel is...
Feb 12, 2026
https://www.theguardian.com/technology/2026/feb/12/share-values-of-property-services-firms-tumble-over-fears-of-ai-disruption?
Feb 12, 2026
S
HBM was the most sensitive, the error rate is in the attached snippet. Good enough for AI inferencing. This was based on 10mm aluminum...
Feb 12, 2026
I am just saying I have multiple examples of Samsung buying from competitors to some of their divisions. The Division head do not work...
Feb 12, 2026
F
This picture is more accurate than all those ridiculous AI-generated art with diagonals.
The idea is to have more DRAM dies stacked...
Feb 12, 2026
B
Well, the stock market doesn't agree with me about AMAT. AMAT beat expectations, the financial analysts are happy with the DOJ...
Feb 12, 2026
F
a nice article by SEMIVISION, link = https://tspasemiconductor.substack.com/p/can-zam-replace-hbm-intel-and-softbank
Feb 12, 2026
Applied Materials to Pay $252 Million Penalty to BIS for Illegally Exporting Semiconductor Manufacturing Equipment
Download as PDF...
Feb 12, 2026
K
Memory suppliers and logic / substrate suppliers for HBMs. But even they are stressed to either squeeze more our of existing...
Feb 12, 2026
tomatoma reacted to siliconbruh999's post in the thread Softbank Corp, Intel announce memory chips collaboration with
Like.
It was a rhetorical question
hist78 reacted to Xebec's post in the thread ARM vs x86 Server CPU Market share, per Mercury Research with
Daniel Nenni replied to the thread AI starting to hit office space market.https://www.theguardian.com/technology/2026/feb/12/share-values-of-property-services-firms-tumble-over-fears-of-ai-disruption?
Haha.
Well, the stock market doesn't agree with me about AMAT. AMAT beat expectations, the financial analysts are happy with the DOJ...