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B
Apple truly drove the modern TSMC (and the Asian electronics supply chain in general).
Can they do the same with Intel and domestic...
May 15, 2026
B
Ming-Chi Kuo on Apple-Intel partnership, with TSMC lurking in the back
▌Below are my latest industry checks on the Apple-Intel...
May 15, 2026
B
As MK pointed out, both share and ASP relative to Intel has accelerated in the past quarter.
Continued terrible competitiveness by...
May 15, 2026
B
Market share numbers are in. AMD made record gains in DC CPU share..... and is selling units at higher ASP than Intel. Intel lost...
May 15, 2026
S
I am still trying to confirm this. As nutz as it sounds it just might be true.
May 15, 2026
S
honestly that's a problem for DCAI they are the ones that are constantly delaying stuff and why hasn't it been fixed yet
May 15, 2026
I am still trying to confirm this. As nutz as it sounds it just might be true.
May 15, 2026
Founded in 2016, CXMT is widely regarded as China’s only domestic DRAM maker to have achieved mass production
Howard Liuin Beijing...
May 15, 2026
F
Founded in 2016, CXMT is widely regarded as China’s only domestic DRAM maker to have achieved mass production
Howard Liuin Beijing...
May 15, 2026
S
Well there is 50% thermal conductivity improvement promised with BSPDN but I would not take what Ming Chi Kuo says at face value his...
May 15, 2026
S
You are right, this is the old UMC 14nm process finally working. Either way good on UMC.
May 15, 2026
F
Intel is going to have P/E with unified just both derived of same uARCH like AMD Zen Classic/Dense variant
i found a funny sun tsu...
May 15, 2026
K
MediaTek’s AI ambitions are expanding far beyond chip design.
As Google ramps up its TPU efforts, MediaTek is quietly moving to secure...
May 15, 2026
L
the $180 price was only for insiders. For normal people, the price started selling at $380 and ended at $321
May 15, 2026
Like.
Ming-Chi Kuo on Apple-Intel partnership, with TSMC lurking in the back ▌Below are my latest industry checks on the Apple-Intel...
Daniel Nenni replied to the thread Ming-Chi Kuo on Apple-Intel partnership, with TSMC lurking in the back.I am still trying to confirm this. As nutz as it sounds it just might be true.
Xebec replied to the thread Chinese memory module makers ramp up production as CXMT DDR5 breakthrough hits market.Go CXMT!
Haha.
Intel is going to have P/E with unified just both derived of same uARCH like AMD Zen Classic/Dense variant i found a funny sun tsu...