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O
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 7:01 PM
O
Question: IF AI went away and we were back to 2022. What would be the significant difference in our life?
If you have made a career out...
Monday at 7:01 PM
O
Me answering me, but I found this recent analysis from Deutsche Bank, which may be of interest to others here...
Monday at 6:57 PM
F
Could an ASML customer with sufficiently many EUV machines secretly sell one or some of them (in parts) to China without ASML knowing?
Monday at 6:43 PM
F
Allegedly, they took apart a DUV ASML machine and couldn't put it back together again, so needed to call ASML in.
Monday at 6:40 PM
F
AMD takes over MEXT for memory tiering tech that enables flash to appear as DRAM to applications — tech to 'address growing memory...
Monday at 6:38 PM
F
You missed it by a week anyway... ;-)
Monday at 6:33 PM
P
I am sure they are preparing ground for some kind of export control order on national security grounds, in hopes of forcing the Dutch to...
Monday at 6:32 PM
The new ACE spec won't replace GPUs, but will help with some inference, edge computing, and latency-sensitive workloads
First look...
Monday at 6:21 PM
B
For me, I agree except for the supermodel part! 😄
Seriously, AI is habit changing, like being able to ask follow-up questions in a...
Monday at 6:05 PM
From Hsinchu to Kaohsiung, a semiconductor corridor stretching the length of the island of Taiwan has become the nerve center of the...
Monday at 6:01 PM
Y
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 4:58 PM
B
The pricing mechanism is actually working as traditional, non-AI demand is getting destroyed rapidly
This distortion is caused by the...
Monday at 4:48 PM
E
Just need to add Reuters for semiconductor advice
Monday at 4:14 PM
E
TSMC notes from SPIE:
High-NA EUV remains challenged in yield as stochastic defect makes high-NA EUV linewidth roughness even harder to...
Monday at 4:13 PM
Like.
And SpaceX is selling at least another $20B of bonds after just raising $85B cash. This new industrial revolution surely isn't very...
Daniel Nenni posted the thread Intel and AMD are teaming up to make x86 CPUs better at AI, without needing a GPU in SemiWiki Main Forum ( Ask the Experts! ).The new ACE spec won't replace GPUs, but will help with some inference, edge computing, and latency-sensitive workloads First look...
Haha.
Just need to add Reuters for semiconductor advice