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M
neither did memory vendors and they are not sure how long is it going to be the new normal for
Yesterday at 8:49 AM
SoftBank-owned chip designer Arm has reached about a 50% share of compute shipped to leading AI data centers, a senior executive said...
Yesterday at 8:42 AM
afaik Nvidia is the only A16 Customer for Fennyman.
Yesterday at 8:41 AM
these comments are verty speculative and probably inaccurate....
"Apple would probably want to use Intel's 14A process technology...
Yesterday at 8:33 AM
S
afaik Nvidia is the only A16 Customer for Fennyman.
Yesterday at 8:25 AM
S
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...
Yesterday at 8:24 AM
SoftBank-owned chip designer Arm has reached about a 50% share of compute shipped to leading AI data centers, a senior executive said...
Yesterday at 8:23 AM
S
neither did memory vendors and they are not sure how long is it going to be the new normal for
Yesterday at 8:20 AM
- Samsung to announce plans to invest 1,000 trillion won over 10 years, report says
- Reported plan would cover chips, AI data centres...
Yesterday at 8:18 AM
B
Abstract:
Stacked dynamic random access memory (DRAM) technology has garnered considerable attention as a means to continue the...
Yesterday at 8:07 AM
M
Gelsinger and Swan didnt agree on much.... But they both agreed on getting rid of memory and stopping work with Micron. Billlions were...
Yesterday at 7:23 AM
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...
Yesterday at 7:22 AM
M
I dont expect or hope for a inflection point. anything that dramatic would be dangerous.
Bits are growing at 20%+ per year now. expect...
Yesterday at 7:19 AM
F
Yes indeed that has been the case. SK Hynix recently said they are planning on doing the opposite in the short term while DRAM margins...
Yesterday at 6:20 AM
A
Yes indeed that has been the case. SK Hynix recently said they are planning on doing the opposite in the short term while DRAM margins...
Yesterday at 6:19 AM
Like.
neither did memory vendors and they are not sure how long is it going to be the new normal for
hist78 reacted to Daniel Nenni's post in the thread SoftBank chipmaker Arm hits 50% share in top AI data centers with
Daniel Nenni reacted to siliconbruh999's post in the thread Apple-Intel chip deal makes strategic sense but production is years away with
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...
