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K
An interesting tidbit that I noticed when I was looking at the Cerebras website... one of original individual investors in Cerebras was...
Yesterday at 11:28 AM
Market share numbers are in. AMD made record gains in DC CPU share..... and is selling units at higher ASP than Intel. Intel lost...
Yesterday at 10:00 AM
B
Apple truly drove the modern TSMC (and the Asian electronics supply chain in general).
Can they do the same with Intel and domestic...
Yesterday at 9:37 AM
B
Ming-Chi Kuo on Apple-Intel partnership, with TSMC lurking in the back
▌Below are my latest industry checks on the Apple-Intel...
Yesterday at 9:35 AM
B
As MK pointed out, both share and ASP relative to Intel has accelerated in the past quarter.
Continued terrible competitiveness by...
Yesterday at 9:33 AM
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...
Yesterday at 9:32 AM
S
I am still trying to confirm this. As nutz as it sounds it just might be true.
Yesterday at 8:21 AM
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
Yesterday at 8:19 AM
I am still trying to confirm this. As nutz as it sounds it just might be true.
Yesterday at 7:48 AM
Go CXMT!
Yesterday at 6:03 AM
Founded in 2016, CXMT is widely regarded as China’s only domestic DRAM maker to have achieved mass production
Howard Liuin Beijing...
Yesterday at 6:02 AM
F
Founded in 2016, CXMT is widely regarded as China’s only domestic DRAM maker to have achieved mass production
Howard Liuin Beijing...
Yesterday at 5:42 AM
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...
Yesterday at 3:24 AM
S
You are right, this is the old UMC 14nm process finally working. Either way good on UMC.
Yesterday at 3:13 AM
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...
Yesterday at 2:08 AM
Like.
An interesting tidbit that I noticed when I was looking at the Cerebras website... one of original individual investors in Cerebras was...
hist78 reacted to MKWVentures's post in the thread Industry faces “acute” CPU shortage with hope that Intel 18A yields improve with
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...