Array
(
[content] =>
[params] => Array
(
[0] => /forum/whats-new/latest-activity?before_id=112037
)
[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 .
M
I think most who follow the technology "feel" like TSMC is likely to produce the more efficient transistors. As you point out, history...
Monday at 8:45 AM
K
- Cerebras to raise IPO price range, share count amid strong demand, sources say
- Orders exceed 20 times available shares as AI chip...
Monday at 8:41 AM
K
Thought this EMIB yield article for TPUs was also interesting. Based on an X posting by Ming-Chi Kuo, it highlights a few things.
* It...
Monday at 8:36 AM
M
could be the best IPO timing of all time. Dont forget to slowly sell off the stock over time :p
Monday at 8:31 AM
M
One could argue that Intel's "5 nodes in 4 years" was a bit of a tap dance ..... and that they didn't do anything like that.
"Intel 7"...
Monday at 8:19 AM
- Cerebras to raise IPO price range, share count amid strong demand, sources say
- Orders exceed 20 times available shares as AI chip...
Monday at 8:05 AM
K
Thanks - and fully agree - I didn't question N2's density advantage - was just curious about the power efficiency.
haha, fair -- My...
Monday at 7:49 AM
R
Hmm, If AI or high-end compute demand plateaus even slightly, we could see underutilization outside Taiwan.
Monday at 2:50 AM
A
The shift from cost-based competition to capacity control and technological leadership is a major turning point for the semiconductor...
Monday at 1:18 AM
K
Musk was mocking "big expensive clean rooms" and said the way he would modernize the stodgy semi industry is put wafers inside...
Monday at 12:25 AM
F
Two key paragraphs for me:
Tan acknowledged he has focused on customers, and said that he is now getting closer to the lineup of...
Monday at 12:00 AM
F
Ah, yes.
The "this time it's different" canard, said before every major bubble. And it coincidentally generates HUGE fees for Goldman...
Sunday at 6:52 PM
F
Musk was mocking "big expensive clean rooms" and said the way he would modernize the stodgy semi industry is put wafers inside...
Sunday at 6:48 PM
I think most who follow the technology "feel" like TSMC is likely to produce the more efficient transistors. As you point out, history...
Sunday at 12:12 PM
Indeed, there is no way these banks can sell all these shares to pensionfunds and individual investors with a nagative PE or a PE=1000...
Sunday at 11:49 AM
Haha.
I think most who follow the technology "feel" like TSMC is likely to produce the more efficient transistors. As you point out, history...
Like.
- Cerebras to raise IPO price range, share count amid strong demand, sources say - Orders exceed 20 times available shares as AI chip...
Daniel Nenni posted the thread Cerebras to raise IPO price range to $150-$160 as demand surges, sources say in SemiWiki Main Forum ( Ask the Experts! ).- Cerebras to raise IPO price range, share count amid strong demand, sources say - Orders exceed 20 times available shares as AI chip...
Xebec reacted to OneEng's post in the thread Industry faces “acute” CPU shortage with hope that Intel 18A yields improve with
user nl replied to the thread Elon Musk lays out Terafab AI chip project plan.Indeed, there is no way these banks can sell all these shares to pensionfunds and individual investors with a nagative PE or a PE=1000...