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By Anton Shilov published March 5, 2026
But Intel is not out of the woods with its 18A node.
When Lip-Bu Tan came to Intel last year...
Apr 5, 2026
M
It demonstrates Prescriptive Analytics. Instead of telling the engineer to "fix the signal," the AI recommends the Next Best Bounded...
Apr 5, 2026
M
The Triad of 1.8 Tb/s Convergence"
Title: Governing the 1.8 Tb/s Reality Gap: EM Corridors, Power Architectures, and Agentic AI
The...
Apr 5, 2026
Well ok, but I got that info in 10 seconds from Gemini.
Apr 5, 2026
Certainly, any Intel CEO, current or past, knows Intel inside and out far more than bloggers on this forum. But that doesn’t mean their...
Apr 5, 2026
R
Well ok, but I got that info in 10 seconds from Gemini.
Apr 5, 2026
S
Maybe saving $Billions over the course of multiple years?
Apr 5, 2026
S
Isn’t this what the mem supplies have been saying since the literal very beginning of the AI froth? They all understand memory is the...
Apr 5, 2026
B
Wonder if Trump will ban US Citizens/Companies worldwide from using anykind of Chinese Tech?
Apr 5, 2026
B
No way around looking at this as a short term “smart capital” decision being extraordinarily expensive in the medium/long term. Good for...
Apr 5, 2026
B
WASHINGTON, April 3 (Reuters) - The Federal Communications Commission said Friday it is considering banning the import of Chinese...
Apr 5, 2026
The author likely only had info from her domestic sources. But the story is incomplete without Micron and how much it could produce...
Apr 5, 2026
WASHINGTON, April 3 (Reuters) - The Federal Communications Commission said Friday it is considering banning the import of Chinese...
Apr 5, 2026
F
Interesting details from this disclosure: https://frederickchen.substack.com/p/estimating-euv-production-wafer-throughput
Apr 5, 2026
F
The author likely only had info from her domestic sources. But the story is incomplete without Micron and how much it could produce...
Apr 5, 2026