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B
IBM leading-edge chip technology development has no internal or external customers.
But it doesn't seem to be going away, as hist78...
Thursday at 8:04 PM
T
Intel could re-enter the memory business if it really wanted to. Compared with 18A, DRAM is arguably much less complex from an execution...
Thursday at 8:02 PM
O
Yep. That's where my head is as well. I do believe that the AI age will permanently increase the demand for RAM; however, the dilemma...
Thursday at 7:00 PM
O
I chalk this up to the idea that most people working on AI models (including my Son who is just finishing up his PhD) work with Python...
Thursday at 6:54 PM
Yes, that is the private feedback I have been getting. 14A test chips are running but not full chip design. The TSMC inner design circle...
Thursday at 6:29 PM
K
One of these IBM news releases is generating a lot of confusion. AFAIK, no one is able to bond two device wafers, one with PMOS and one...
Thursday at 6:18 PM
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
Daniel Nenni replied to the thread Apple-Intel chip deal makes strategic sense but production is years away.Yes, that is the private feedback I have been getting. 14A test chips are running but not full chip design. The TSMC inner design circle...
Like.
One of these IBM news releases is generating a lot of confusion. AFAIK, no one is able to bond two device wafers, one with PMOS and one...
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...
