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A
A couple of teasers from the article:
"6. The current Intel CEO's comments about not investing in new technology (14A) until customers...
Aug 13, 2025
M
how long is the lead time for qualification. Micron alluded to waiting for customer products on HBM4. When will NVidias first HBM4...
Aug 13, 2025
M
please check the timeline. By the time TSMC was working with Apple, they were already on track to be the best executing Fab company in...
Aug 13, 2025
F
Both sides. They both seemed to want to be rid of each other. This is from former employees so that may be a factor. It seemed like...
Aug 13, 2025
Yield, Yield, Yield!
How many good things and bad things are because of you?
Aug 13, 2025
"He's got a famous 20/20 hindsight quote about turning down Apple for the iPhone CPU".
Was it truly a case of 20/20 hindsight, or was...
Aug 13, 2025
Credit: Samsung
Samsung Electronics is reportedly pushing back the mass production of its next-gen high-bandwidth memory (HBM) chips to...
Aug 13, 2025
X
Understand and I would like to learn more; just a few elements I might poke at though -
- Intel later wasted $Bs in 'contra revenue'...
Aug 13, 2025
X
we can discuss offline. I was right in the middle of the Xscale, Apple, mobile roadmaps and decisions. Intel spent billions on...
Aug 13, 2025
M
we can discuss offline. I was right in the middle of the Xscale, Apple, mobile roadmaps and decisions. Intel spent billions on...
Aug 13, 2025
M
Yeah but the DMs have no way to send Images so i couldn't explain properly :ROFLMAO: :ROFLMAO:
so AMD uses two Core complex(CCX) aka...
Aug 13, 2025
K
The 2005-2008 timeline showed a lot of bad decisions related to mobile, both for Intel and AMD.
- AMD divested Radeon mobile to...
Aug 13, 2025
B
Yeah but the DMs have no way to send Images so i couldn't explain properly :ROFLMAO: :ROFLMAO:
so AMD uses two Core complex(CCX) aka...
Aug 13, 2025
D
The 2005-2008 timeline showed a lot of bad decisions related to mobile, both for Intel and AMD.
- AMD divested Radeon mobile to...
Aug 13, 2025
D
Both sides. They both seemed to want to be rid of each other. This is from former employees so that may be a factor. It seemed like...
Aug 13, 2025
Like.
A couple of teasers from the article: "6. The current Intel CEO's comments about not investing in new technology (14A) until customers...
hist78 replied to the thread Samsung delays HBM4 rollout to 2026 due to yield challenges, all while SK Hynix strengthens lead in AI memory.Yield, Yield, Yield! How many good things and bad things are because of you?
Daniel Nenni posted the thread Samsung delays HBM4 rollout to 2026 due to yield challenges, all while SK Hynix strengthens lead in AI memory in SemiWiki Main Forum ( Ask the Experts! ).Credit: Samsung Samsung Electronics is reportedly pushing back the mass production of its next-gen high-bandwidth memory (HBM) chips to...