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HBM already has some ECC built-in, I'd imagine a little additional material for shielding would be simpler cost-wise than redesigning...
Saturday at 1:37 AM
T
A group of U.S. lawmakers this week sent a letter to the U.S. State and Commerce Departments calling to reinforce restrictions on wafer...
Friday at 9:20 PM
M
Those considerations are valid, but they are not binary yes/no issues. Capacity may be tight, but that doesn’t mean Samsung will stop...
Friday at 7:12 PM
M
There was a meme circulating recently, a pink dumpster 3/4 full outside the gates at 1600 Pennsylvania Ave with a sign: Award dropoff...
Friday at 6:36 PM
K
Two thoughts:
* agree that we will see new specialized foundational frontier models, that have very different architectures from the...
Friday at 5:57 PM
M
True, but also if you're using core chiplets like AMD there's less advantage to going to the next node because density (gates/mm2)...
Friday at 4:09 PM
M
BTW, my anecdotal view on Silicon Valley commercial tells me that we're in a weird in‑between moment: a lot of empty space and painful...
Friday at 3:56 PM
S
agree the AI HW needs will be a lot mor diversified, depending on different stage mentioned here, and even perhaps multiple different...
Friday at 2:49 PM
S
My personal opinion is that as models evolve and improve, elements of both training and inference are becoming increasingly specialized...
Friday at 2:47 PM
K
AI definitely feels like "the second computer revolution". Remember how unemployment has been 50% since computers took over the world...
Friday at 1:29 PM
AI definitely feels like "the second computer revolution". Remember how unemployment has been 50% since computers took over the world...
Friday at 1:25 PM
exactly. History tells us that the Jobs change, they do not go away. But since people keep saying jobs are going away, I think they...
Friday at 1:24 PM
I am curious on this cause Lunar Lake RAM was pre negotiated so did that increase in price as well as for DRAM for OEM they can simply...
Friday at 1:22 PM
K
I wouldn't describe the solar industry as gutted. It continues to grow at very healthy rates. However cell and module production is...
Friday at 1:18 PM
SAN JOSE, Calif. – February 12, 2026 – Rambus Inc. (NASDAQ: RMBS), a premier chip and silicon IP provider making data faster and safer...
Friday at 12:55 PM