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K
One thing I went through at Intel and as a consultant to other compainies.... Once you skip a node (or 3) the cost goes up. Its very...
Apr 9, 2026
K
OK - claimed benefits via Perplexity, with associated caveats (below):
Amazon’s in-house chips are mainly claimed to excel on...
Apr 9, 2026
K
I read the shareholder letter, and Amazon is not going to be selling chips as a merchant vendor. Like Google, they are going to be...
Apr 9, 2026
S
One thing I went through at Intel and as a consultant to other compainies.... Once you skip a node (or 3) the cost goes up. Its very...
Apr 9, 2026
K
Yet another vote for disaggregated inference with heterogeneous chips for data centers and agentic AI. NVIDIA and Amazon/Cerebras are...
Apr 9, 2026
M
One thing I went through at Intel and as a consultant to other compainies.... Once you skip a node (or 3) the cost goes up. Its very...
Apr 9, 2026
S
I tihnk I will wait to see what this really is before concluding. We have a mythical memory and logic fab with packaging. Then we have...
Apr 9, 2026
S
The cost would likely would have increased if you account for Inflation and TSMC N7/N6 is decent bit cheaper and not volume constrained...
Apr 9, 2026
M
I tihnk I will wait to see what this really is before concluding. We have a mythical memory and logic fab with packaging. Then we have...
Apr 9, 2026
Would it be significantly "cheaper" to make a 7nm or 5nm-class fab today than it was 5-6 years ago? I always wonder if UMC or GloFo...
Apr 9, 2026
TAIPEI, Taiwan--(BUSINESS WIRE)--United Microelectronics Corporation (NYSE: UMC; TWSE: 2303) (“UMC”), today reported unaudited net sales...
Apr 9, 2026
"1. It's clear $AMZN has now entered the chip business as a standalone business, taking on $NVDA:"There’s so much demand for our chips...
Apr 9, 2026
An interesting post -- thank you.
Do Amazon's chips have any fundamental improvements that AMD, Nvidia, Intel, or Qualcomm don't...
Apr 9, 2026
N
from W to Mo
. 3D NAND, already done for high volume production, Lam is the leading supplier
. Logic, Applied is trying to do the same...
Apr 9, 2026
S
"1. It's clear $AMZN has now entered the chip business as a standalone business, taking on $NVDA:"There’s so much demand for our chips...
Apr 9, 2026
Like.
I read the shareholder letter, and Amazon is not going to be selling chips as a merchant vendor. Like Google, they are going to be...
Xebec replied to the thread UMC Reports Sales for March 2026.Would it be significantly "cheaper" to make a 7nm or 5nm-class fab today than it was 5-6 years ago? I always wonder if UMC or GloFo...