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TAIPEI, Taiwan--(BUSINESS WIRE)--United Microelectronics Corporation (NYSE: UMC; TWSE: 2303) (“UMC”), today reported unaudited net sales...
Sep 4, 2025
K
Huawei started cooperating with SMIC much earlier. People talk about the Kirin 9000 in 7nm a lot. But they forget the Kirin 710A in 14nm...
Sep 4, 2025
K
They are too small.
They will be Huawei’s challengers in five years.
As an example, Cambricon has a revenue of 1.1B in 2024 while Huawei...
Sep 4, 2025
K
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
X
Does outright performance really matter here though?
AI is already a highly risky investment for any major firm, and if you're spending...
Sep 4, 2025
X
Does UMC have any differentiators over TSMC at this point? Perhaps they're a little better at (legacy) automotive or something?
Sep 4, 2025
X
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
X
I was personally hoping "WiDi" Wireless Display would have succeeded. I tried to integrate a Raspberry Pi into a keyboard with WiDi...
Sep 4, 2025
X
Just to add a few
CXL maybe UCI-e as well though i am yet to see a UCI-e Chips in masses
Not just hardware Software as well See Khronos...
Sep 4, 2025
X
Excellent additions. How could I forget about CXL and UCIe? Must be old age. UALink too.
UCIe appears to be going well. CXL ran...
Sep 4, 2025
Removing TSMC’s Nanjing fab from the U.S. VEU list has nothing to do with advanced nodes or advanced technology. China’s semiconductor...
Sep 4, 2025
X
Agreed. I'd go a step further, for industry standards and specifications, Intel is the most innovative and prolific company in...
Sep 4, 2025
X
Inventing those terms doesn't fall into my "innovative stuff" category. "Innovative" would be more like inventing NVMe, which has...
Sep 4, 2025
X
That article is incorrect about the history of NVLink. NVLink was not developed by Mellanox, it was developed internally. First NVLink...
Sep 4, 2025
X
From what I have seen, huge, high bandwidth SSDs are a complement to HBMs, at least when it comes to data center level inference for...
Sep 4, 2025
TAIPEI, Taiwan--(BUSINESS WIRE)--United Microelectronics Corporation (NYSE: UMC; TWSE: 2303) (“UMC”), today reported unaudited net sales...
Wow.
Huawei started cooperating with SMIC much earlier. People talk about the Kirin 9000 in 7nm a lot. But they forget the Kirin 710A in 14nm...