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M
CPO and optical I/O are often described as “light replacing copper.”
I think that framing is incomplete.
Before data becomes optical...
Jun 17, 2026
Market Leaders Including Cisco, MediaTek, NVIDIA, and Samsung Foundry
Demonstrate Measurable Impact, Advancing the Shift from...
Jun 17, 2026
O
Good thing Moore's law is dead :LOL:
Jun 17, 2026
O
Hi everyone ... thanks for the interesting discussion. We go into a LOT more detail and analysis in the full report; this extract was...
Jun 17, 2026
M
Don't miss understood will be installed vs installed, although your article is behind the pay wall, I search for this topic for months...
Jun 17, 2026
well... I'm 100% sure tsmc has his 1st HiNA EUV delivered in 2024 and 2nd one delivered in 2026. both machines are in Taiwan, not...
Jun 17, 2026
One of the most important conferences of the year, Hot Chips, has announced its presentation list. We've got a few important ones this...
Jun 17, 2026
O
Totally agree on that.
I just don’t think that is the interesting question. The question is this: is the current demand uptick and...
Jun 17, 2026
Someone leaked the pitch sizes for 14A on twitter
Intel 14A
Code: 1280
G48H126
M0: 28nm
Time: 2028
Intel 14A2
Code: 1280.1
G44H110...
Jun 17, 2026
Indeed -- though whether it's a true microprocessor in the normal meaning of the word (it was a multi-chip partitioned CPU) is...
Jun 17, 2026
O
You are spot on looking at the market right now and historically. But I’m not sure you will be right going forward.
Disclaimer: the...
Jun 17, 2026
In “The Long View,” Eric Veiel, President, Co-head of Global Investments and Chief Investment Officer at T. Rowe Price Associates...
Jun 17, 2026
J
I asked Gemini to explain dual side. It sounds very ambitious if its true.
In the context of your notes on Intel’s manufacturing...
Jun 17, 2026
Someone leaked the pitch sizes for 14A on twitter
Intel 14A
Code: 1280
G48H126
M0: 28nm
Time: 2028
Intel 14A2
Code: 1280.1
G44H110...
Jun 17, 2026
C
Good thing Moore's law is dead :LOL:
Jun 17, 2026
Daniel Nenni posted the thread Synopsys Announces Availability of the First Wave of Multiphysics Fusion Solutions in Synopsys.Market Leaders Including Cisco, MediaTek, NVIDIA, and Samsung Foundry Demonstrate Measurable Impact, Advancing the Shift from...
Like.
Good thing Moore's law is dead :LOL:
hist78 reacted to clarkchang's post in the thread Google and Nvidia Consider Intel as Backup Chip Manufacturer - The Information with
Someone leaked the pitch sizes for 14A on twitter Intel 14A Code: 1280 G48H126 M0: 28nm Time: 2028 Intel 14A2 Code: 1280.1 G44H110...
