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J
If Apple uses any IFS node, I think they would probably use it to produce a custom, dedicated AI server processor in the form of tiles...
Wednesday at 11:31 PM
On a more positive note, elevated memory prices can have some stabilizing effects. Higher costs often translate into increased token or...
Wednesday at 11:27 PM
From Micron earnings deck:
We are excited to announce that we have now signed 16 strategic customer agreements, or SCAs, which we...
Wednesday at 11:26 PM
@Ole Hoejlund
I do reports and presentations on this all the time. Some comments I typically make: (call me to discuss)
1) No one...
Wednesday at 11:25 PM
I’m on the same page as you, benb. We’ve had an upward demand shock at possibly the worst time imaginable: prior years was low CAPEX and...
Wednesday at 11:22 PM
Me answering me, but I found this recent analysis from Deutsche Bank, which may be of interest to others here...
Wednesday at 11:22 PM
Source...
Wednesday at 11:21 PM
F
Me answering me, but I found this recent analysis from Deutsche Bank, which may be of interest to others here...
Wednesday at 10:53 PM
B
Today the 1.4nm PDKS are paper meaning they are not really usable for design starts. Once they hit v .5 people can do proper evaluations...
Wednesday at 8:33 PM
B
these comments are verty speculative and probably inaccurate....
"Apple would probably want to use Intel's 14A process technology...
Wednesday at 8:31 PM
Source...
Wednesday at 7:21 PM
- Early testing shows that the first-generation accelerator will deliver performance per watt substantially better than current...
Wednesday at 7:17 PM
T
On a more positive note, elevated memory prices can have some stabilizing effects. Higher costs often translate into increased token or...
Wednesday at 7:13 PM
T
In many papers, they paired the EUV print (from their synchrotron) with an EBL print, which usually looked better.
Wednesday at 7:08 PM
The management approach within China’s EUV program appears disorganized and overly dependent on prolonged working hours as a response to...
Wednesday at 7:06 PM
On a more positive note, elevated memory prices can have some stabilizing effects. Higher costs often translate into increased token or...
Like.
Source...
hist78 replied to the thread MediaTek Set to Raise Chip Prices 10–20% as Supply Costs Mount; Company Wins Google TPU v9 Orders on the Back of SerDes Advantage.Source...
Daniel Nenni posted the thread OpenAI and Broadcom unveil LLM-optimized inference chip in SemiWiki Main Forum ( Ask the Experts! ).- Early testing shows that the first-generation accelerator will deliver performance per watt substantially better than current...