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F
CXMT is providing decent DDR5, although the notorious price drop from some weeks ago is now no longer the case.
The DDR5 nightmare...
Feb 27, 2026
F
I had heard about ANAFLASH's 28nm edge AI project back in November...
Feb 27, 2026
K
Interesting. I didn't know that. OneAPI still looks tangential to a strict AI software strategy, but I do like the OneAPI strategy...
Feb 27, 2026
K
I seem to be an outlier lately; I don't consider OneAPI an AI software strategy no matter how much I admire it as a technology. Perhaps...
Feb 27, 2026
G
So Intel's IFS margins are NEGATIVE 50%. 18A is listed as a headwind to margins. Ramping 14A will hurt margins according to CFO
If IFS...
Feb 27, 2026
K
True, they were both were part of the big lay-off last August. Suk turned 65 in December so he is officially retired after 40+ years. I...
Feb 27, 2026
K
Kevin took a big IP job with Qualcomm which is understandable. I do not know Choon Lee or Myung-Hee. I do know Suk Lee. Suk built the...
Feb 27, 2026
G
Restructuring and delayering by LBT is true and a positive. TSMC has 90% less VPs and it sure didn’t seem to impact their growth or...
Feb 27, 2026
S
I think LBT has helped on the program managers. I am ok with a program manager. having 6 for one platform.... and having chief of staff...
Feb 27, 2026
D
Samsung is No 2 now, South Korea will be the new TSMC.
Feb 27, 2026
D
"Artificial Intelligence chip designer Broadcom..." - that's funny. Maybe "Artificial Intelligence circuit and packaging designer...
Feb 27, 2026
J
I read this on LinkedIn and it made me sick.
Feb 27, 2026
S
I agree it's a strong strategic move, and it's an unequal repsonse to Nvidia (i.e. innovative). But it's still basically just a...
Feb 27, 2026
Yeah, physics is a pain, ain't it? ;-)
Feb 27, 2026
Like.
Interesting. I didn't know that. OneAPI still looks tangential to a strict AI software strategy, but I do like the OneAPI strategy...
Xebec reacted to IanD's post in the thread Intel’s 18A rumors meet a thermal brick wall says SemiWiki with