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K
MediaTek’s AI ambitions are expanding far beyond chip design.
As Google ramps up its TPU efforts, MediaTek is quietly moving to secure...
Yesterday at 12:46 AM
L
the $180 price was only for insiders. For normal people, the price started selling at $380 and ended at $321
Yesterday at 12:22 AM
B
Even higher after hours.
2025 revenue $510M
Is interesting if nothing else.
The cost of AI isnt coming down anytime soon methinks if...
Thursday at 7:15 PM
B
https://medium.com/vibe-coding/claude-code-price-hike-finally-feels-like-a-relief-619245e5674e
Thursday at 7:02 PM
R
I think this news just mention Baseband designed by Apple，not A21. Intel maybe will get some shares of A
21 just like TSMC+Samsung for...
Thursday at 6:17 PM
J
Didn't Ian Cutress suggest several months ago that in his opinion, due to the increased heat from BSPD, he doubted or said it wasn't a...
Thursday at 6:06 PM
S
Market share numbers are in. AMD made record gains in DC CPU share..... and is selling units at higher ASP than Intel. Intel lost...
Thursday at 3:21 PM
S
Intel losing shares to AMD has been going on for a long time, question is has that slowed down in the last couple quarters. Agree IFS...
Thursday at 3:21 PM
Ming-Chi Kuo on Apple-Intel partnership, with TSMC lurking in the back
▌Below are my latest industry checks on the Apple-Intel...
Thursday at 3:17 PM
N
Ming-Chi Kuo on Apple-Intel partnership, with TSMC lurking in the back
▌Below are my latest industry checks on the Apple-Intel...
Thursday at 2:29 PM
M
Market share numbers are in. AMD made record gains in DC CPU share..... and is selling units at higher ASP than Intel. Intel lost...
Thursday at 2:15 PM
K
This is an analogy: There are many donkeys in the vicinity of Big Bend National Park. Because using heavy equipment in such rugged...
Thursday at 11:41 AM
K
I personally think AI is still way overhyped for it's potential vs reality.... However, the cost trend for AI is greatly improving, by...
Thursday at 11:40 AM
K
As I type this Cerebras (CBRS) is trading at $301/share.
Thursday at 11:39 AM
M
I worked with some of the foundries over the past 4-5 years on why working with Intel would be great. UMC, GF, grace, tower.... All the...
Thursday at 11:12 AM
Like.
Market share numbers are in. AMD made record gains in DC CPU share..... and is selling units at higher ASP than Intel. Intel lost...
Daniel Nenni reacted to NY_Sam2's post in the thread Ming-Chi Kuo on Apple-Intel partnership, with TSMC lurking in the back with
Wow.
As I type this Cerebras (CBRS) is trading at $301/share.