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S
there will be product ROADMAP changes when intel publishes the client and datacenter/AI roadmap in the next year. This will include...
Monday at 8:18 PM
Jensen Huang is 51 minutes in:
Stanford Engineering has played a major role in shaping the computing era, from very early innovations...
Monday at 7:48 PM
A
Intel is creating back up plans and parallel plans for 18A products and maybe beyond. This will give them the flexibility needed to...
Monday at 7:24 PM
K
It hasn't been clear if it's SMIC doing the fabbing for Huawei or Huawei has their own fab. Either way, any subsidy for low yield must...
Monday at 7:11 PM
Or change the rues so you win.
While working for start-up companies the last 20+ years I have seen some amazing pivots. Lip-Bu is...
Monday at 6:40 PM
D
I developed PDK before.
This definitely should be outsourced.
Monday at 6:20 PM
As of the market close today, there are three companies founded by Stanford Engineering alumni among the 10 largest companies in the...
Monday at 6:00 PM
Not risky for the four trillion dollar man! I did not ever think I would see the day that a semiconductor company was the most valuable...
Monday at 5:28 PM
As of the market close today, there are three companies founded by Stanford Engineering alumni among the 10 largest companies in the...
Monday at 5:25 PM
D
It's a brutal but honest assessment that serves as a wake-up call for everyone.
Monday at 5:22 PM
X
Then it is your guess.
Monday at 5:07 PM
D
Serving as a goodwill messenger, or acting as the responsible adult in the room between Trump and Xi, is a risky job.
Monday at 5:05 PM
You can definitely wait until August 1, or September 1, or one day in the 2026, or 2027. Who knows 🙂
Taiwan and US has long and strong...
Monday at 5:03 PM
X
Maybe it is better to wait for 1/8 to make those claims.
Monday at 4:47 PM
There are no punitive tariffs imposed on semiconductors imported from Taiwan. The people around Trump are probably smart enough to know...
Monday at 4:45 PM