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M
Every time I read about Tenstorrent the first thing that comes to my mind is Larrabee. I can't believe LBT would fall for this story...
May 19, 2026
M
foundry and outsourcing has less supply issues than internal manufacturing. and IDM is not able to respond faster than a highly...
May 19, 2026
M
If taiwan is invaded and Taiwan does not reach an agreement with PRC, It will make ALL of the "conflicts" of the last 40 years look...
May 19, 2026
Intel’s Client Computing Group revenue for Q1 2026 is $7.7 billion, compared with $7.6 billion in Q1 2025. It's essentially flat with...
May 19, 2026
S
Every time I read about Tenstorrent the first thing that comes to my mind is Larrabee. I can't believe LBT would fall for this story...
May 19, 2026
Last i checked LBT Doesn't want to Separate foundry he has said that piblicly as well he would just cease new leading edge fabrication...
May 19, 2026
I share the same concern re: Intel and server competitiveness. FWIW - Zen 6 should be N2P based, and AMD may fairly quickly migrate...
May 19, 2026
The client market is contracting AFAIK due to silly high DRAM pricing (and other components and tariffs also). While it's good that...
May 19, 2026
O
If Intel is to survive, this will be how it manages it IMO.... and I even somewhat agree with this. From a geopolitical standpoint, the...
May 19, 2026
O
Which PC executive of which company would place an order for 100 CPUs? Which PC OEM worries about 100 of anything? Even Xeon W...
May 19, 2026
O
The client market is contracting AFAIK due to silly high DRAM pricing (and other components and tariffs also). While it's good that...
May 19, 2026
Semiconductors are the invisible engines of modern life, quietly powering almost everything we rely on. From smartphones and laptops to...
May 19, 2026
O
I had the following discussion after a client told me I was wrong on Gen 6 Xeon not being the highest Volume. AI literally makes S*&%...
May 19, 2026
K
It started out as conditional loans under Bush, but grew into loans/debt that converted to equity under Obama and included quick-dip...
May 19, 2026
S
Last i checked LBT Doesn't want to Separate foundry he has said that piblicly as well he would just cease new leading edge fabrication...
May 19, 2026