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@Ole Hoejlund
I do reports and presentations on this all the time. Some comments I typically make: (call me to discuss)
1) No one...
Yesterday at 2:38 AM
The acquisition is set to bolster Onsemi's footprint in physical AI and edge computing, expanding its total addressable market by $30...
Yesterday at 12:50 AM
F
We also shouldn’t underestimate the potential acceleration they could get from the significant capital available now. In previous years...
Yesterday at 12:22 AM
J
Its brutal
Reportedly thy are cutting even positions that would be building infrastructure, which is interesting in my opinion...
Yesterday at 12:01 AM
T
We also shouldn’t underestimate the potential acceleration they could get from the significant capital available now. In previous years...
Thursday at 11:52 PM
It is on TSMC N3. One of the greatest process nodes ever, absolutely.
Thursday at 11:35 PM
. comments on Jalapeño by Richard Ho of OpenAI, ex-Google on TPU
. from scratch, full-stack design matters, used OpenAI models .. from...
Thursday at 11:27 PM
F
https://www.trendforce.com/news/2026/06/26/news-micron-reportedly-acknowledges-chinas-memory-progress-while-noting-output-remains-largely...
Thursday at 11:23 PM
T
It would be super easy for Intel to pick up NAND again. They still remember most of the parameters in their head. DRAM, for leading edge...
Thursday at 10:09 PM
B
Oh it's hardly a piece of cake. Transistor structure is all different. High aspect ratio capacitor. You can only get good margins from...
Thursday at 9:01 PM
F
Oh it's hardly a piece of cake. Transistor structure is all different. High aspect ratio capacitor. You can only get good margins from...
Thursday at 8:30 PM
T
Compared with 18A, this is almost straightforward. The bigger challenge is that Lip-Bu Tan may not be deeply familiar with the process...
Thursday at 8:26 PM
F
exactly
Thursday at 8:23 PM
F
DRAM would require substantially new process development and it is also an expensive process. In their recent collaboration with...
Thursday at 8:16 PM
N
. comments on Jalapeño by Richard Ho of OpenAI, ex-Google on TPU
. from scratch, full-stack design matters, used OpenAI models .. from...
Thursday at 8:09 PM
AVAQ Semiconductor reacted to MKWVentures's post in the thread DRAM/HBM supply-demand balance with
Like.
@Ole Hoejlund I do reports and presentations on this all the time. Some comments I typically make: (call me to discuss) 1) No one...
Daniel Nenni replied to the thread OpenAI and Broadcom unveil LLM-optimized inference chip.It is on TSMC N3. One of the greatest process nodes ever, absolutely.