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M
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 19, 2026
M
The problem here is there are too many variables (different chips for different generations) -- and this includes the hidden one of...
Feb 19, 2026
I think you are correct - they have found a lucrative sub-market market for super-fast response times and token production. For...
Feb 19, 2026
M
Ask us how to separate fake news from facts
MKW Ventures Semiconductors
Feb 18, 2026
As with all hot topics, there are facts and myths...
Feb 19, 2026
S
On die-sensors can be pretty accurate (a degree or two) especially if calibrated at production (some are) -- but they only measure the...
Feb 19, 2026
L
It might be possible for 14A to be in risk in 28 and Volume in 28. 18A had the same thing it entered risk in Q1 25 and volume in Q4 25.
Feb 19, 2026
I
On die-sensors can be pretty accurate (a degree or two) especially if calibrated at production (some are) -- but they only measure the...
Feb 19, 2026
A few questions for my education -
How accurate are typical on-die temperature sensors? (just curious how much this affects...
Feb 19, 2026
The problem here is there are too many variables (different chips for different generations) -- and this includes the hidden one of...
Feb 19, 2026
I
We've been talking about inference here -- how about training? Or is this so much smaller as a fraction of the total AI market that it...
Feb 19, 2026
I
The problem here is there are too many variables (different chips for different generations) -- and this includes the hidden one of...
Feb 19, 2026
D
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 19, 2026
Samsung is gearing up for a major shift in its mobile processor strategy with the upcoming Exynos 2700. According to The Korea Economic...
Feb 18, 2026
I believe Pat Gelsinger originally said 14A would be in risk production in 2026, then I heard 2027, now Lip-Bu says 2028. The 14A .5 PDK...
Feb 18, 2026
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