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Yes, I have understood that distinction for many years. If you have time, please read my previous three posts this thread.
I wrote that...
Friday at 1:04 AM
B
This all seems like another "once in a lifetime" opportunity to jack up the prices.
Not so much benefit for those further down the totem...
Feb 12, 2026
F
Seems early, but probably so, if the companies allow.
Feb 12, 2026
F
A zoom-in on the slide confirms this picture as well...
Feb 12, 2026
It is clear you and I will never agree on this point, though personal insults are not necessary. I'm not particularly interested in an...
Feb 12, 2026
Probably controversial for this forum, but I think Pat tried to break that cycle by building as much leading edge fab capacity as...
Feb 12, 2026
Fred - does this address (partially or fully) the energy per bandwidth gap between current/traditional DRAM solutions and HBM?
Feb 12, 2026
So DRAM and NAND are different…
I think Nanya is mainly DRAM.
Feb 12, 2026
So let me understand this edited version. You are thinking that Intel was showing a lack of foresight about AI software using NAND...
Feb 12, 2026
a nice article by SEMIVISION, link = https://tspasemiconductor.substack.com/p/can-zam-replace-hbm-intel-and-softbank
Feb 12, 2026
Nonsense. Intel exited the DRAM business 40 years ago. Until four months ago, Micron stock was not an especially great investment over...
Feb 12, 2026
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
hist78 replied to the thread Softbank Corp, Intel announce memory chips collaboration.Yes, I have understood that distinction for many years. If you have time, please read my previous three posts this thread. I wrote that...
tomatoma reacted to Artificer60's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with
Like.
It is clear you and I will never agree on this point, though personal insults are not necessary. I'm not particularly interested in an...
Haha.
Nonsense. Intel exited the DRAM business 40 years ago. Until four months ago, Micron stock was not an especially great investment over...