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Memory does age by the way. Some memory tech actually sees error rates going down with age, rather than the opposite. Therefore an...
May 5, 2026
M
some of it (7/10) was de-installed. and you cannot write down equipment that you know yuo will use. Intel spent the money on Intel...
May 5, 2026
B
INTC up 12% this morning on reporting that discussions with AAPL on Foundry usage are further along than previously reported.
Will AAPL...
May 5, 2026
Thanks, I'd assumed this was "new news" ! So it was dilutive (whether there was a discount or not). Good deal for SoftBank though.
May 5, 2026
as seeing in 2026 it was a good investment
May 5, 2026
S
as seeing in 2026 it was a good investment
May 5, 2026
S
3D DRAM is much harder to make than 3D NAND. If it's Si-based, you need to start with a Si/SiGe superlattice with 100+ layers that is...
May 5, 2026
P
Is this true that 3D DRAM tech processes are so different that you cannot really upgrade a 2D RAM fab for it?
From what I hear first...
May 5, 2026
P
Memory does age by the way. Some memory tech actually sees error rates going down with age, rather than the opposite. Therefore an...
May 5, 2026
I was thinking the same thing.
Still, if they are yielding larger core count CCD's, then that in itself is a good sign for Intel...
May 5, 2026
So according to Intel they sold LESS DC CPU processors in Q1 2026 compared to Q1 2025. The increase is revenue was do to price...
May 5, 2026
Are there any major improvements "on the board" to eDRAM that may help with those draw backs?
Great reply btw - it has been...
May 5, 2026
S
The logical explanation is that Intel’s DC CPU product mix has changed significantly since Q1 2025. The ASP increase is likely driven by...
May 5, 2026
I
I agree. The failure was "Do it our way" vs "We will make it easy for you by using industry standard tools".
I also think that Intel...
May 5, 2026
Xebec reacted to Paul2's post in the thread NEO Semiconductor's 3D X-DRAM for AI processors has passed proof-of-concept validation — company secures funding to develop next-gen HBM alternative with
Like.
Memory does age by the way. Some memory tech actually sees error rates going down with age, rather than the opposite. Therefore an...
Daniel Nenni reacted to tooLongInEDA's post in the thread Intel is getting a $2 billion investment from SoftBank with