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K
An interesting approach for sure, but seems too ahead of the time? According to reports, the company Rain Ai is exploring a sale of...
Jun 21, 2025
K
All is good and fine about creating alternatives to nVidia, but from our perspective (I work in a research institute), the real monopoly...
Jun 21, 2025
A
The silicon carbide (SiC) market is going through some serious shake-ups. Wolfspeed, once the dominant SiC wafer supplier, is now facing...
Jun 21, 2025
D
Imaginary money they don't have.
Jun 21, 2025
S
Excuse me? Tan was a member of the Intel Board of Directors. That is "working there". Tan also had a similar history at Cadence...
Jun 21, 2025
P
Mainland's SiC companies are by the way nowhere near the market leaders. It's Wolfspeed's very profligate spending on growth stroked by...
Jun 21, 2025
Excuse me? Tan was a member of the Intel Board of Directors. That is "working there". Tan also had a similar history at Cadence...
Jun 21, 2025
I think PG once mentioned he coined the phrase "AI PC". He mentioned that sometime last year during an interview (I can't remember which...
Jun 21, 2025
Cost benefit analysis of this?
Accenture paid on results?
Jun 21, 2025
X
Previous presentation by rain.ai
Jun 21, 2025
B
This was an interesting read. I like the approach to reporting Tech Taiwan takes.
My take is that it's been a long time since the...
Jun 21, 2025
X
Thier outsourcing will decrease going on no way they are going to have entire Client biz at TSMC with fab sitting idle.
Jun 21, 2025
B
Cost benefit analysis of this?
Accenture paid on results?
Jun 21, 2025
P
No it doesn't, comparatively to the applications where SiCs physical advantages make it the only alternative to silicon, IT SMPS is...
Jun 21, 2025
X
I think PG once mentioned he coined the phrase "AI PC". He mentioned that sometime last year during an interview (I can't remember which...
Jun 21, 2025