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F
Not many HBM teardowns available but I had taken recent die area efficiency for the array ~50%, with TSVs ~10% (a strip down the...
Apr 6, 2026
F
Look at the die size for HBM vs DDR chips. The die size penalty is not small. Its not 3x either.
Apr 6, 2026
F
The Apple Neo macbook just show that TSMC do also experience Yield issues in TSMC. As this can meant that there is so many unusable...
Apr 6, 2026
K
Sixteen miles north of Albuquerque, in Rio Rancho, New Mexico, an Intel chip plant sits on more than 200 acres of land. The site was...
Apr 6, 2026
B
Sixteen miles north of Albuquerque, in Rio Rancho, New Mexico, an Intel chip plant sits on more than 200 acres of land. The site was...
Apr 6, 2026
Sixteen miles north of Albuquerque, in Rio Rancho, New Mexico, an Intel chip plant sits on more than 200 acres of land. The site was...
Apr 6, 2026
A
1000% agree - when I read Intel doing this originally, it changed my mind from "they are hurting" to "they are going to be insolvent...
Apr 6, 2026
M
The Apple Neo macbook just show that TSMC do also experience Yield issues in TSMC. As this can meant that there is so many unusable...
Apr 6, 2026
S
Sanders is an idiot.
Apr 6, 2026
1000% agree - when I read Intel doing this originally, it changed my mind from "they are hurting" to "they are going to be insolvent...
Apr 6, 2026
They are different.
Rapidus is funded by the Japanese government (through grants and share purchases) and by many Japanese companies...
Apr 6, 2026
S
They are different.
Rapidus is funded by the Japanese government (through grants and share purchases) and by many Japanese companies...
Apr 6, 2026
L
Intel's process variability is at least partially a result of their historical needs. As a CPU manufacturer they have always been able...
Apr 6, 2026
S
Looks like there are progress on that front. Hope cooler heads will survive
Sen. Bernie Sanders (I-VT) is getting serious about AI...
Apr 6, 2026
K
More info on how the Amazon / Cerebras disaggregation works with a little help from NVIDA...
Apr 6, 2026
Like.
Look at the die size for HBM vs DDR chips. The die size penalty is not small. Its not 3x either.
Daniel Nenni posted the thread The Ridiculously Nerdy Intel Bet That Could Rake in Billions in SemiWiki Main Forum ( Ask the Experts! ).Sixteen miles north of Albuquerque, in Rio Rancho, New Mexico, an Intel chip plant sits on more than 200 acres of land. The site was...
Xebec replied to the thread Intel to Repurchase 49% Equity Interest in Ireland Fab Joint Venture.1000% agree - when I read Intel doing this originally, it changed my mind from "they are hurting" to "they are going to be insolvent...