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J
I have an interesting application needing large amounts of ROM memory. Antifuse OTP ROM (Al or W) is an old technology from the 1990s...
Mar 25, 2026
It still looks like a head fake to get a better wafer agreement, better than his AI competitors.
He can pre pay TSMC to build fabs...
Mar 25, 2026
N
Cu-Cu hybrid bonding, BESI or a Korean company?
. leader, BESI (Netherlands)
. followers, Hanwha Semitech (Korea) for SK Hynix...
Mar 25, 2026
They think they (finally) found him in Maastricht, the Netherlands. They are doing DNA investigation now :cool: :
Netherlands
Wed 25...
Mar 25, 2026
It's hard to get really good info on this ARM "AGI CPU", but it *looks* like the differences are:
- Graviton is more focused on...
Mar 25, 2026
I don't get it. These chips are just a bunch of Neoverse V3 cores. Nothing really special. I'm having trouble seeing advantages it...
Mar 25, 2026
For more than 35 years, Arm has licensed its chip architecture and collected royalties on every processor made by customers like Apple...
Mar 25, 2026
K
Very detailed and informative analysis uploaded today by the team at SemiAnalysis:
Nvidia – The Inference Kingdom Expands
Groq LP30...
Mar 25, 2026
I'm not a He-nanopore mask scattering expert but looking at some of their recent papers and discussing/calculating this with Gemini, I...
Mar 25, 2026
T
Running 2nm fab (and beyond) is not similar to making Tesla autonomous vehicle (not yet by the way) or Space X falcon or Starlink.
For...
Mar 25, 2026
L
The incident helium has been previously excited to a high metastable state (20 eV internal energy, 1000s lifetime) by DC discharge, but...
Mar 25, 2026
L
Thanks for this info. Excited atomic state decay, that's interesting! I have to wonder the pathways (radiative, ionizing, etc.).
Mar 25, 2026
L
The incident helium has been previously excited to a high metastable state (20 eV internal energy) by DC discharge, but has low kinetic...
Mar 25, 2026
That helps with the thermal resistance from die to heatsink. It doesn't help with the increased BSPD thermal resistance, this is inside...
Mar 25, 2026
S
I wonder what the investors and board are planning. I worked as a consultant for a startup once.... they got 10M (it was a lot for us)...
Mar 25, 2026