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K
AMD is not burdened with exponentially more expensive foundry costs like Intel is. Additionally, AMD has been focused on "Server First"...
May 7, 2026
K
Just my opinion .... and from the view of a potential customer:
1) Roadmap & timeline trust factor
2) Competitive IP concerns
3)...
May 7, 2026
O
Just my opinion .... and from the view of a potential customer:
1) Roadmap & timeline trust factor
2) Competitive IP concerns
3)...
May 7, 2026
K
The comments in Tom’s Hardware article are interesting as well - three general theses:
1. US Congress should act — excess profits =...
May 7, 2026
S
Does anyone have a read on what Terafab's plan is for procuring litho tools, or is it too early to tell/still in vaporware stage...
May 7, 2026
K
https://www.tomshardware.com/tech-industry/big-tech/samsung-chip-workers-reject-usd340-000-one-time-bonus-demand-annual-payouts-like-sk-h...
May 7, 2026
K
Cant find a non-paywall article but I have just seen a headline whereby the Samsung Workers have rejected $340k per person
May 7, 2026
Not sure, IBM has been mothballing a lot of these R&D efforts and licensing the rest to anyone interested in taking on the risk. If...
May 7, 2026
https://www.tomshardware.com/tech-industry/big-tech/samsung-chip-workers-reject-usd340-000-one-time-bonus-demand-annual-payouts-like-sk-h...
May 7, 2026
I worked with an excellent engineer from Korea. As an only child he felt an obligation to care for his parents, who were older and...
May 7, 2026
Looks like AMD's margin went up 1% YoY - 55% GAAP Q1-26 vs 54% GAAP Q1-25, though down from 57% in Q4 2026.
It looks like there's...
May 7, 2026
On May 5, AMD reported first-quarter 2026 results that exceeded expectations, supported by strong demand for artificial intelligence...
May 7, 2026
B
Cant find a non-paywall article but I have just seen a headline whereby the Samsung Workers have rejected $340k per person
May 7, 2026
I know Virginia is a huge place for datacenters, too. (based on personal experience).
Grok at least (yes, irony), thinks Utah accounts...
May 7, 2026
What does that have to do with AMD?
May 7, 2026
Like.
AMD is not burdened with exponentially more expensive foundry costs like Intel is. Additionally, AMD has been focused on "Server First"...
Xebec reacted to coldsolder215's post in the thread Does DRAM refresh time represent a barrier to continued scaling? with