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S
It is not just Huawei. Cambricon is also selling AI solutions. As are others like Biren.
The AI chip industry in China now has its own...
Sep 4, 2025
F
I found an interesting excerpt from here: https://globaltechresearch.substack.com/p/carbon-nanotube-cnt-the-next-big
Not only do memory...
Sep 4, 2025
F
Since there will be many layers (like in 3D NAND), the capacitors can be spaced further apart, not requiring the highest resolution...
Sep 4, 2025
X
getting techinsights free summary is a PITA
Sep 4, 2025
D
Why will H20 be banned （discouraged）in China?
Huawei is a very powerful company in China. The Chinese government has put its faith...
Sep 4, 2025
Synopsis
The B30A - if approved for sale by Washington - is likely to cost about double the H20, which currently sells for between...
Sep 4, 2025
F
I do not see how HNA EUV passes the ROI test on DRAM. This seems to be a "We are first" moment putting Samsung in its place, which is fine.
Sep 4, 2025
S
Not those term but in general more like Optane, NVMe 😅
Sep 4, 2025
S
Will you need EUV for 3D DRAM?
IMHO the industry should just plow ahead on 3D DRAM and forget these intermediate steps.
Sep 4, 2025
S
getting techinsights free summary is a PITA
Sep 4, 2025
S
I used to just go with @Scotten Jones says. Not sure it techinsights will offer free summaries.
broken record: Rapidus needs to present...
Sep 4, 2025
S
Pretty simple really. Go back to the previous rules where the Chinese could only get tools that are two generations old.
By imposing a...
Sep 4, 2025
X
I used to just go with @Scotten Jones says. Not sure it techinsights will offer free summaries.
broken record: Rapidus needs to present...
Sep 4, 2025
M
As I said on logic. Companies will buy it and use it when it makes sense and there is no urgency. The war will not be won with HNA EUV...
Sep 4, 2025
S
That article is incorrect about the history of NVLink. NVLink was not developed by Mellanox, it was developed internally. First NVLink...
Sep 4, 2025
Like.
getting techinsights free summary is a PITA
Daniel Nenni posted the thread Chinese firms still want Nvidia chips despite government pressure not to buy, sources say in SemiWiki Main Forum ( Ask the Experts! ).Synopsis The B30A - if approved for sale by Washington - is likely to cost about double the H20, which currently sells for between...
