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M
By "change", I take that you mean technology.
Panning out to longer time horizons, every participant is "changing" about as much. No...
Yesterday at 11:39 AM
B
By "change", I take that you mean technology.
Panning out to longer time horizons, every participant is "changing" about as much. No...
Yesterday at 10:12 AM
Y
Bless AI...... Turning coal into diamonds!
Yesterday at 8:56 AM
F
Having a hard time finding a copy of this that isn't paywalled...
Yesterday at 8:52 AM
TAIPEI, June 4 (Reuters) - Foxconn said on Thursday it will work with U.S. chipmaker Intel to jointly develop and deploy next-generation...
Yesterday at 8:46 AM
B
By "change", I take that you mean technology.
Panning out to longer time horizons, every participant is "changing" about as much. No...
Yesterday at 8:43 AM
M
LBT speaking at Computex was nice. DZ speaking on the 2nd was more informative (read the transcript, NOT the AI).
Yesterday at 8:27 AM
B
Indeed, just like Nvidia and the other "AI" companies.
Yesterday at 8:22 AM
M
FYI: As I have mentioned before, GPUs were a huge push at Intel around the same timeframe. Many people thought GPUs were the future of...
Yesterday at 7:51 AM
M
So Micron, Hynix and Samsung DRAM market share are about they same as they were 7 years ago. Correct? and the HBM market share for...
Yesterday at 7:39 AM
B
Yeah, people said that about me a lot. Too old to change😄
Hynix said it will be 2030 to see things "improve", (or "deteriorate"...
Yesterday at 7:13 AM
Indeed, just like Nvidia and the other "AI" companies.
Yesterday at 6:58 AM
I can't post full slides here for reasons, but I found a Nvidia customer brief in 2011 that had a few interesting take-aways:
- Nvidia...
Yesterday at 6:52 AM
B
How cynical....
There is a supply crunch dont you know
Yesterday at 6:51 AM
I am sure the three musketeers will tacitly pace new capacity to exact maximum profit for as long as they can.
The wild card is CXMT...
Yesterday at 6:40 AM