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B
So the next inflection point (with respect to supply) will be 3D DRAM?
But is 70% floor margin will exceed intel's hay day margin of...
Thursday at 6:16 PM
A
I'll give you 3 out of 4 here. IBM's track record is not good. Intel's process have been industry leading before 10nm and did have...
Thursday at 6:15 PM
A
If Google's AI is to be believed, someone must have enough of a PDK to run test silicon. But to your point, "lead customers" are...
Thursday at 6:08 PM
A
Yes that is what I thought as well and the 14A 1.0 PDK would be available by the end of the year. The customers I talked to said it was...
Thursday at 6:01 PM
B
Micron has supply agreements in place. they guarantee minimum margins similar to peak margins of previous cycle. I cant share the...
Thursday at 5:26 PM
T
This whole situation traces back to Intel’s misstep. Guess who approved the sale of its NAND business? Bob Swan. And where is he now...
Thursday at 4:18 PM
(I don't have much to add here except that I love these conversations - technical and financials :) ).
Thursday at 2:55 PM
Recognition reflects Panush’s leadership in anticipating the shift to hybrid AI inference and aligning Ceva’s Connect, Sense and Infer...
Thursday at 2:00 PM
Full Submission Deadline: July 27, 2026
The Design and Verification Conference & Exhibition Europe (DVCon Europe) is the premier...
Thursday at 1:59 PM
Jun 24, 2026
Arteris FlexNoC selected for advanced infotainment and driver assistance applications, extending long-term...
Thursday at 1:54 PM
S
What's new in IBM's nanostack is that the stacked transistors are offset laterally, which gives better electrical access to the bottom...
Thursday at 1:48 PM
I
That doesn't seem to be what is described, unless I'm missing something -- otherwise you'd hit the usual thermal process budget problems...
Thursday at 12:43 PM
M
Since you mentiioned financials
1) IBM does its research lab acvitivies at Albany nanotech, correct? which is owned by the state and...
Thursday at 12:43 PM
I
IBM Semiconductor Technology Research (STR) is part of IBM Research and is in an awkward position. After IBM paid $1.5 billion to have...
Thursday at 12:40 PM
M
IBM Semiconductor Technology Research (STR) is part of IBM Research and is in an awkward position. After IBM paid $1.5 billion to have...
Thursday at 12:26 PM
Wow.
Yes that is what I thought as well and the 14A 1.0 PDK would be available by the end of the year. The customers I talked to said it was...
Xebec replied to the thread More than Moore - IBM Announces 0.7nm Process Node (Significant logic/SRAM scaling vs 2nm).(I don't have much to add here except that I love these conversations - technical and financials :) ).
AmandaK posted the thread Ceva CEO Amir Panush Named “Artificial Intelligence Company CEO of the Year” in 2026 AI Breakthrough Awards Program in CEVA.Recognition reflects Panush’s leadership in anticipating the shift to hybrid AI inference and aligning Ceva’s Connect, Sense and Infer...
Like.
IBM Semiconductor Technology Research (STR) is part of IBM Research and is in an awkward position. After IBM paid $1.5 billion to have...
