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One underappreciated problem with DRAM scaling is that higher density increasingly means more time and energy spent refreshing memory...
May 6, 2026
J
One underappreciated problem with DRAM scaling is that higher density increasingly means more time and energy spent refreshing memory...
May 6, 2026
AMD's Lisa Su...We certainly see the movement towards where in the past, the CPU to GPU ratio was primarily just as a host node in like...
May 6, 2026
S
AMD is not burdened with exponentially more expensive foundry costs like Intel is. Additionally, AMD has been focused on "Server First"...
May 6, 2026
S
wondering what are the top 3 concerns for you regarding Intel not being a trusted foundry partner?
May 6, 2026
D
Ming-Chi Kuo on Intel's EMIB-T packaging for Google TPU v8e (Humufish)
Some quick thoughts on Intel's EMIB-T packaging for the new...
May 6, 2026
Today Tesla is using TSMC N3. Tesla signed a $16.5B deal for Samsung 2nm that runs through 2033. And now SpaceX is signing a deal with...
May 6, 2026
O
AMD is not burdened with exponentially more expensive foundry costs like Intel is. Additionally, AMD has been focused on "Server First"...
May 6, 2026
M
On 18A: Yield are still lower than target. Wafer cost is higher than target. Intel is working on it. Intel will fix the yields but they...
May 6, 2026
How does Intel get revenue from this? we dont have any details so what is your model? Getting Tesla to pay Intel R&D costs would be HUGE...
May 6, 2026
My guess is this is too early to tell -- Musk has identified a "medium-term" need (more RAM, more chips, latest foundry node). He has...
May 6, 2026
Let's come back to this thread in five years! Everything now is for me too much a sales pitch from SpaceX/Tesla in view of the SpaceX...
May 6, 2026
https://wccftech.com/intel-using-14a-tech-for-its-own-internal-chips-is-a-clever-move/
May 6, 2026
M
All DC CPU Products like ClearWater Forest and Diamond Rapids are fully Intel Foundry and from Intel's commentary on ClearWater Forest...
May 6, 2026
Today Tesla is using TSMC N3. Tesla signed a $16.5B deal for Samsung 2nm that runs through 2033. And now SpaceX is signing a deal with...
May 6, 2026
Xebec reacted to Jonah McLeod's post in the thread Does DRAM refresh time represent a barrier to continued scaling? with
Like.
One underappreciated problem with DRAM scaling is that higher density increasingly means more time and energy spent refreshing memory...
Daniel Nenni reacted to MKWVentures's post in the thread Elon Musk lays out Terafab AI chip project plan with