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B
Interesting. In my opinion the more time that passes the less likely it will happen. I do feel that the younger generations of Chinese...
Feb 18, 2026
B
BSPD is an HPC technology for all the reasons Ian pointed out above and also because it costs more and requires new design techniques...
Feb 18, 2026
B
"Toto has been making precision ceramic parts for decades. These aren't bathroom fixtures; they're highly engineered components used in...
Feb 18, 2026
M
As I said in Linked in.... It was never coming in 2027. 18A doesnt even fill one fab until 2027. Even Intel Products (IF they do them on...
Feb 18, 2026
F
Did Intel just delay their 14A node by a year?
At Cisco's AI Summit this month, Intel CEO Lip-Bu Tan announced that Intel's 14A node...
Feb 18, 2026
S
"Toto has been making precision ceramic parts for decades. These aren't bathroom fixtures; they're highly engineered components used in...
Feb 18, 2026
Not very scientific, but I found a couple of reviews using a common laptop chassis to try to compare 18A and N3B thermal performance...
Feb 18, 2026
S
Memory has always been a strategic asset. Its a commodity in that the price goes up when short and down when excess supply and you can...
Feb 18, 2026
S
BSPD is an HPC technology for all the reasons Ian pointed out above and also because it costs more and requires new design techniques...
Feb 18, 2026
Russia is also really good at purging talent right before it needs that talent :)
Feb 18, 2026
Putin has seemingly purged all and every moderately competent officer in the Russian army staff. It does not preclude him from expecting...
Feb 18, 2026
Memory has always been a strategic asset. Its a commodity in that the price goes up when short and down when excess supply and you can...
Feb 18, 2026
I
I think you are correct - they have found a lucrative sub-market market for super-fast response times and token production. For...
Feb 18, 2026
I
Agreed 100%, it's exactly what I've been saying. The problem for Intel is that quite apart from the fact that they've publicly nailed...
Feb 18, 2026
M
When you first mentioned this a while ago, it was very eye opening and explained a lot of what i was hearing on 18A. Thanks for the inputs
Feb 18, 2026