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My question is even more basic. Even if you have a process flow and the tools to run the wafers, where do you find the employees to run...
Mar 24, 2026
F
So this is my dumb question coming from my wild imaginations, IF this terafab has any chance of succeeding, will working with Intel and...
Mar 24, 2026
F
It is beginning to look more like a negotiation move, a head fake. I'm sure there is a method to Elon's madness but it seems to be above...
Mar 24, 2026
F
$2.5M extra to get chips 10 days earlier, in one case I personally know of... :-(
Mar 24, 2026
F
I was a fan of Musk because what he pull off with SpaceX and a part of me still am a fan.
however, if you look at the history of what...
Mar 24, 2026
F
I'm not a Tesla owner so your opinion is much more qualified than mine. The point I was making is that Elon Musk made the FSD promise...
Mar 24, 2026
F
Here is the disconnect: Elon said that the foundries were not comfortable with committing to the output that he requires. Current chip...
Mar 24, 2026
F
I guess the Samsung board discussion is "well, if we stop production for 18 days -- does the value of RAM go up more than the...
Mar 24, 2026
Very detailed and informative analysis uploaded today by the team at SemiAnalysis:
Nvidia – The Inference Kingdom Expands
Groq LP30...
Mar 24, 2026
F
I did fabs for 35 years, can't comprehend why Elon thinks it's that easy.
But Elon is Elon. He makes impossible possible.
We will...
Mar 24, 2026
F
- Currently, 95 percent of the world’s robot “brains” are manufactured by Taiwan Semiconductor Manufacturing Co (TSMC), TSMC chairman...
Mar 24, 2026
F
FOCI is an unlikely name at the center of one of the most important transitions in AI infrastructure. Once a low-profile optical...
Mar 24, 2026
F
The cell-over-periphery bonding benefit can apply to conventional planar ("6F^2")DRAM cells.
Mar 23, 2026
S
4F volume is in 2029-2030. Not earlier
Mar 23, 2026
S
There is no event. Intel Foundry has targeted accounts, they do not need to open the flood gates. Maybe next year.
Mar 23, 2026
My question is even more basic. Even if you have a process flow and the tools to run the wafers, where do you find the employees to run...
Haha.
I guess the Samsung board discussion is "well, if we stop production for 18 days -- does the value of RAM go up more than the...
Like.
FOCI is an unlikely name at the center of one of the most important transitions in AI infrastructure. Once a low-profile optical...