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D
Speaking as someone who has actually done thermal analysis comparison of FSPD vs. BSPD in real high-performance chips vs. high-school...
Feb 26, 2026
From yesterday's NVIDIA investor call:
https://finance.yahoo.com/quote/NVDA/earnings/NVDA-Q4-2026-earnings_call-409967.html
Colette...
Feb 26, 2026
S
Teardown can tell what was used and how but i doubt they can tell that why it was used
Feb 26, 2026
S
Next best thing is to check the teardowns.
Feb 26, 2026
F
Next best thing is to check the teardowns.
Feb 26, 2026
F
I wish you had the PDK i would have liked to hear your opinion on it
Feb 26, 2026
F
By focusing on the raw technology -- all of which I agree with! -- you missed out what is probably at least as important (if not more...
Feb 26, 2026
F
N2 fabs are different than N5 fabs. they are not necessarily interchangable. I used to tell investors "Picture the most complicated...
Feb 26, 2026
F
Because HP cells go faster (and consume even more power) at a given voltage, HD are more power-efficient but won't go as fast. For most...
Feb 26, 2026
F
I see an interesting post on weibo. If PTL is focus on efficiency not extreme performance, why not just use HD cell or some HD cell mix...
Feb 26, 2026
F
the kind of policy has been in place, enforced by tsmc for years. imagine any other part of the industry does the same thing. You cannot...
Feb 26, 2026
F
Even if we were using (or even considering) Intel I wouldn't be allowed to see the PDK, since I have access to the TSMC N2 PDK -- and...
Feb 26, 2026
S
Not sure what you mean by this -- estimates are that just the lower power mesh impedance / access resistance from BSPD gives a speedup...
Feb 26, 2026
S
Anthropic want AI regularization so they have less competitors
Feb 26, 2026
T
I'm glad I'm not alone on this :).
I don't remember Supercomputers being rated by energy consumption in the past..
Feb 26, 2026
Like.
Speaking as someone who has actually done thermal analysis comparison of FSPD vs. BSPD in real high-performance chips vs. high-school...
user nl posted the thread NVIDIA, TSMC and INTEL gross margin in SemiWiki Main Forum ( Ask the Experts! ).From yesterday's NVIDIA investor call: https://finance.yahoo.com/quote/NVDA/earnings/NVDA-Q4-2026-earnings_call-409967.html Colette...