Array
(
[content] =>
[params] => Array
(
[0] => /forum/whats-new/latest-activity?before_id=111048
)
[addOns] => Array
(
[DL6/MLTP] => 13
[Hampel/TimeZoneDebug] => 1000070
[SV/ChangePostDate] => 2010200
[SemiWiki/Newsletter] => 1000010
[SemiWiki/WPMenu] => 1000010
[SemiWiki/XPressExtend] => 1000010
[ThemeHouse/XLink] => 1000970
[ThemeHouse/XPress] => 1010570
[XF] => 2031070
[XFI] => 1060170
)
[wordpress] => /var/www/html
)
You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please,
join our community today !
JavaScript is disabled. For a better experience, please enable JavaScript in your browser before proceeding.
You are using an out of date browser. It may not display this or other websites correctly.
You should upgrade or use an
alternative browser .
> Taiwan, the United States, and Japan
That's just one continent 😁
Apr 20, 2026
CapEx waste or capacity mismatches could explain why Intel’s revenue declined during a booming semiconductor cycle, even while the...
Apr 20, 2026
Thousands of CEOs admit AI had no impact on employment or productivity—and it has economists resurrecting a paradox from 40 years ago...
Apr 20, 2026
We found that industries in states that were more exposed to AI experienced faster productivity growth beginning in 2021 – before...
Apr 20, 2026
The whole AI business is very interesting.
Seems to be some wild variations of opinion based on wherever they have gleaned their facts...
Apr 20, 2026
I would agree on all three reasons:
* develop and leverage serdes knowledge more broadly which:
* enables pricing leverage
* and a...
Apr 20, 2026
I think most experts now say that both the minicomputer/PC and internet driven-productivity rises both happened after the initial...
Apr 20, 2026
M
PCs are a cost sensitive race to the bottom, with thin margins. Why in the world would Nvidia want to get into such a low margin business?
Apr 20, 2026
K
I would agree on all three reasons:
* develop and leverage serdes knowledge more broadly which:
* enables pricing leverage
* and a...
Apr 20, 2026
K
We found that industries in states that were more exposed to AI experienced faster productivity growth beginning in 2021 – before...
Apr 20, 2026
K
I think most experts now say that both the minicomputer/PC and internet driven-productivity rises both happened after the initial...
Apr 20, 2026
B
The whole AI business is very interesting.
Seems to be some wild variations of opinion based on wherever they have gleaned their facts...
Apr 20, 2026
B
We found that industries in states that were more exposed to AI experienced faster productivity growth beginning in 2021 – before...
Apr 20, 2026
K
Google has been using ASIC providers since day one.
Two questions: Why don't they just do it themselves? Why would Google switch...
Apr 20, 2026
M
those are great questions. They were asked in a emotional manner at last earnings report by analysts
Our model based on some inputs...
Apr 20, 2026
Xebec reacted to lefty's post in the thread TSMC to build 3nm chip capacity across three continents with
Haha.
> Taiwan, the United States, and Japan That's just one continent 😁
hist78 replied to the thread Could Intel’s Foundry Be Worth $500 Billion?.CapEx waste or capacity mismatches could explain why Intel’s revenue declined during a booming semiconductor cycle, even while the...
Daniel Nenni reacted to Barnsley's post in the thread Google in talks with Marvell to build new AI chips, The Information reports with
Like.
Thousands of CEOs admit AI had no impact on employment or productivity—and it has economists resurrecting a paradox from 40 years ago...