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I
Is that true just for speed (MT/s) or also total bandwidth?
I thought (not sure -- please confirm!!!) that the latest EPYC CPUs have...
Aug 21, 2025
I
The other point to add to this is the effect of the huge ecosystem around TSMC reinforcing its established advantage. Any IP or EDA...
Aug 21, 2025
S
That is only in US Ireland and Israel are missing.
Fab 28 Israel does 7nm/Intel 10nm
Fab 24/34 in Ireland. Fab 34 makes SRF/GNR/MTL
Fab...
Aug 21, 2025
S
Ironically, big MACs (multiplier accumulator AI chips) are precisely what IFS needs to be producing ...
Aug 21, 2025
M
Conclusion: Dan + SemiWiki + ChatGPT eliminate hundreds of Wall Street semi industry analysts' jobs!
Dan, I think POTUS should demand...
Aug 21, 2025
T
It is natural that the product and manufacturing divisions will go bankrupt, such as Intel, which cannot compete.
We can't compete at...
Aug 21, 2025
T
And so did I, I've worked with/for both fabless and IDM -- but those days are gone, because the cost of developing a leading-edge...
Aug 21, 2025
T
I thought the sanders was Jerry Sanders founder of AMD.
Aug 21, 2025
T
Even though it is an IDM, it may have changed if we had gathered customers from the outside as early as possible and made chips of the...
Aug 21, 2025
T
There's no need for any foundry other than TSMC
It's a waste of money,
Invest all your money in TSMC!
It would be great if TSMC managed...
Aug 21, 2025
T
Ironically, big MACs (multiplier accumulator AI chips) are precisely what IFS needs to be producing ...
Aug 21, 2025
Y
I thought the sanders was Jerry Sanders founder of AMD.
Aug 21, 2025
T
The other point to add to this is the effect of the huge ecosystem around TSMC reinforcing its established advantage. Any IP or EDA...
Aug 21, 2025
T
And so did I, I've worked with/for both fabless and IDM -- but those days are gone, because the cost of developing a leading-edge...
Aug 21, 2025
T
Ironically, big MACs (multiplier accumulator AI chips) are precisely what IFS needs to be producing ...
Aug 21, 2025
Like.
The other point to add to this is the effect of the huge ecosystem around TSMC reinforcing its established advantage. Any IP or EDA...