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If Intel still had its memory business, it would be the highest revenue business unit at Intel. Intel will probably get back into memory...
Feb 12, 2026
To me this seems like skating to where the puck has been and not where it is going to be.
Feb 12, 2026
I'm sure national research institutes are also involved, right?
Both the US and Japanese sides
Feb 12, 2026
Intel product carried by Intel Fabs? Look at Intel Products going external and messing it up you seem to have forgotten the edge Fabs...
Feb 12, 2026
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