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A
Nvidia and AMD have agreed to give the US government 15 per cent of their revenues from chip sales in China, under an arrangement to...
Aug 14, 2025
Isnt this how an export tariff works?
Aug 14, 2025
B
Isnt this how an export tariff works?
Aug 14, 2025
X
Which is sad given you can argue the Pentium Pro in 1995 was a chiplet (Compute + Cache), or Westmere in 2009 had a separate iGPU on...
Aug 14, 2025
X
AMDs biggest pro is binning and cost and IP Reuse
Intel's mostly is able to mix Match different IP so more combination is possible but...
Aug 14, 2025
X
It's only been a short time since Intel introduced chiplets in earnest.
It's just immature compared to AMD
Intel has a lot of...
Aug 14, 2025
T
I'd like to see Intel's more free chiplets as well...
Aug 14, 2025
T
AMDs biggest pro is binning and cost and IP Reuse
Intel's mostly is able to mix Match different IP so more combination is possible but...
Aug 14, 2025
T
I don't know the details of the design yet, but to be honest, I thought Rubin was also delayed...
Aug 14, 2025
We are speeding running the entire world decoupling from the US. Trump hates this globalism stuff, but his fixes are disastrous. The...
Aug 14, 2025
T
Nvidia's (NASDAQ:NVDA) Rubin, its next-generation graphics processing unit, might face a delay in its production ramp at TSMC (NYSE:TSM)...
Aug 14, 2025
TSMC July 2025 Revenue Report HSINCHU, Taiwan, R.O.C. – Aug. 8, 2025 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for...
Aug 14, 2025
Last week, TSMC’s Board of Directors approved a $20.7B capital appropriation, a significant increase from $15.2B in the prior quarter...
Aug 14, 2025
Where do you find this list? Seems like it could be useful for thinking about the future prospects of semicap companies as well as for...
Aug 14, 2025