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L
Do you have the original post? For N2P information
Monday at 1:58 PM
T
Yes，just like US tariff walls. Trump won't care as long as he doesn't have to pay it
Monday at 1:57 PM
Memory-centric challenger brings its full silicon-to-rack inference stack to Hamburg, arguing that inference economics turn on memory...
Monday at 1:44 PM
M
Great question.
I do not think this will be owned by one layer alone.
Foundries and OSATs will own much of the process, assembly...
Monday at 1:35 PM
M
You missed it by a week anyway... ;-)
Monday at 12:59 PM
M
Exactly. A basic sensor only flags a symptom, but it can’t cross-correlate the root cause. If a system has to instantly diagnose whether...
Monday at 12:40 PM
You missed it by a week anyway... ;-)
Monday at 12:13 PM
Oh, I'm not available, regretfully, but thanks for the invite!
Monday at 12:13 PM
In my opinion I think TSMC feels there is an AI bubble so they are not building as many fabs since they will be hard to fill after the...
Monday at 11:05 AM
A few thoughts:
- The CHIPS act would have mostly faded into oblivion, and the "on-shore in USA" push would be substantially less than...
Monday at 11:05 AM
And SpaceX is selling at least another $20B of bonds after just raising $85B cash.
This new industrial revolution surely isn't very...
Monday at 11:05 AM
Why the Memory Crunch Is Almost Impossible to Solve
Prices soar because capacity isn’t growing quickly, while China option is limited...
Monday at 11:04 AM
E
I would really like the 2022 CPU/GPU/RAM Pricing though if it went away
Monday at 10:50 AM
M
Interesting point.
Yes, reducing uncontrolled variables can help, especially when power delivery, cooling, protection, and control are...
Monday at 10:04 AM
I
Nope... ;-)
Somebody (not me) gave an M0 pitch for N2P (23nm x0.98) a few posts ago...
Monday at 8:15 AM
AmandaK posted the thread AI compute is only as useful as the memory architecture feeding it — Semidynamics brings its full inference stack to ISC HPC 2026 in Semidynamics.Memory-centric challenger brings its full silicon-to-rack inference stack to Hamburg, arguing that inference economics turn on memory...
You missed it by a week anyway... ;-)
Xebec reacted to Daniel Nenni's post in the thread WSJ: Why the Memory Crunch Is Almost Impossible to Solve with
Like.
In my opinion I think TSMC feels there is an AI bubble so they are not building as many fabs since they will be hard to fill after the...
Haha.
A few thoughts: - The CHIPS act would have mostly faded into oblivion, and the "on-shore in USA" push would be substantially less than...