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F
Let's be honest, you know no more about the ongoing AI transformation than being victimized by micro-soft marketing, which is what...
Monday at 5:04 PM
O
someone posted this on twitter below the tweet
Monday at 2:13 PM
K
Apple's hardware has become very popular for running local models because of the unified memory.
Monday at 1:53 PM
F
Apple's hardware has become very popular for running local models because of the unified memory.
Monday at 1:32 PM
K
My understanding is that NVidia had this stuff locked up many months ago because there is precisely 1 company in Japan that makes it...
Monday at 1:25 PM
M
The “Not TSMC” market does exist, but it is limited to the foundry business. In my opinion, Intel’s most challenging and risky problem...
Monday at 1:24 PM
The “Not TSMC” market does exist, but it is limited to the foundry business. In my opinion, Intel’s most challenging and risky problem...
Monday at 1:18 PM
I think LBT did a great summary on this. First window was clearly missed for 18A.... everyone looked.... everyone passed. there is a lot...
Monday at 1:00 PM
M
I'm honestly curious what these are going to do that the Co-Pilot+ PCs can't already do..
Monday at 12:57 PM
M
I think LBT did a great summary on this. First window was clearly missed for 18A.... everyone looked.... everyone passed. there is a lot...
Monday at 12:56 PM
M
the revenue would indicate that there are no large volume packaging projects for other companies in production as of Q1 2026. I am sure...
Monday at 12:49 PM
K
I'm guessing that these chips can run far more capable local models and agents than Co-Pilot, but in Windows environment. Up to 128GB...
Monday at 12:49 PM
Wonderful! I can upgrade my Burger King lunch to celebrate this achievement.
In your opinion, is Intel at risk of being a little too...
Monday at 12:46 PM
Do you know of any large volume Intel advanced packaging projects for external customers that have already been delivered?
You brought...
Monday at 12:38 PM
M
I cant give exact numbers but, no, we cannot assume yield is 70% to 80% today. But your equation is correct. you are on the right...
Monday at 12:33 PM
Like.
someone posted this on twitter below the tweet
hist78 replied to the thread Morgan Stanley reports Intel 18A yield at 50%.The “Not TSMC” market does exist, but it is limited to the foundry business. In my opinion, Intel’s most challenging and risky problem...