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Is it too early to tell?
In my view, Intel is a big mud pond. Any talented executive there faces a high risk of making poor or wrong...
Feb 27, 2026
Macronix was never supposed to be a winner of the AI era.
While Samsung and SK hynix poured resources into high-bandwidth memory...
Feb 27, 2026
S
Some ASICs like NPU/GPU, sure. But most ASICs don't have liquid-cooling systems, and requiring the cooling system to keep the heatsink...
Feb 27, 2026
S
The thermal resistance figures being cited here (the +20C to +50C delta for BSPD) are exactly why 18A is hitting a wall. If you’re...
Feb 27, 2026
K
Macronix was never supposed to be a winner of the AI era.
While Samsung and SK hynix poured resources into high-bandwidth memory...
Feb 27, 2026
I
Which shows what you can do given pretty much unlimited resources and budget... ;-)
Feb 27, 2026
I
Some ASICs like NPU/GPU, sure. But most ASICs don't have liquid-cooling systems, and requiring the cooling system to keep the heatsink...
Feb 27, 2026
I
Yeah, physics is a pain, ain't it? ;-)
Feb 27, 2026
At CES 2026, Nvidia officially announced in detail all 6 Rubin platform products: the Rubin GPU, Vera CPU, NVLink 6 Switch, ConnectX-9...
Feb 27, 2026
P
The thermal resistance figures being cited here (the +20C to +50C delta for BSPD) are exactly why 18A is hitting a wall. If you’re...
Feb 27, 2026
K
God forbid. If China invades Taiwan, US will bomb TSMC sites in Taiwan as the contingency plan. Then, which country has all the TSMC...
Feb 26, 2026
M
What if that threshold is lower? US society is presently at its lowest level of trust in its leadership in the lifetimes of anyone...
Feb 26, 2026
A
God forbid. If China invades Taiwan, US will bomb TSMC sites in Taiwan as the contingency plan. Then, which country has all the TSMC...
Feb 26, 2026
"In an unexpected turn of events, Kevin O'Buckley, the head of Intel Foundry, decided to jump ship for Qualcomm after just two years at...
Feb 26, 2026
A
No country which has been deindustrialized manage to re-industrialize，it never happens
Feb 26, 2026
hist78 replied to the thread Intel Foundry, losing key people in 2025-2026.Is it too early to tell? In my view, Intel is a big mud pond. Any talented executive there faces a high risk of making poor or wrong...
user nl reacted to karin623's post in the thread Exclusive: How Macronix Became an Unlikely Winner of the Memory Supercycle—Without AI with
Like.
Macronix was never supposed to be a winner of the AI era. While Samsung and SK hynix poured resources into high-bandwidth memory...