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Oracle (ORCL) stock jumped more than 25% in after-hours trading Tuesday as the software giant said its AI-fueled cloud revenue is set to...
Sep 9, 2025
Do Trump or Secretary of Commerce Howard Lutnick know anything about Wolfspeed or SiC?
Sep 9, 2025
In some cases, even shippable wafers or chips may never appear directly in a company’s accounting books.
For example, suppose an...
Sep 9, 2025
S
The Chinese recently announced they produced 12 inch i.e. 300mm SiC wafers...
Sep 9, 2025
X
"Those are all pretty critical areas. Now, having said that, I’ll remind you that longer term, it’s probably a good, healthy model for a...
Sep 9, 2025
X
"I think in general, the way I would think about it is fixing our core x86 business probably gives us the opportunity to have a...
Sep 9, 2025
Yes, I totally agree. We should take a closer look at Intel’s 15 years of R&D expenses shown in my table to find broader information...
Sep 9, 2025
But as you know, this year's R&D pays off much later (if successful, or not). Products in volume today are based on design R&D / product...
Sep 9, 2025
K
With $53 billion in revenue in 2024, Intel is a leader in the semiconductor market, although it is facing challenges.
If costs are...
Sep 9, 2025
K
But as you know, this year's R&D pays off much later (if successful, or not). Products in volume today are based on design R&D / product...
Sep 9, 2025
With $53 billion in revenue in 2024, Intel is a leader in the semiconductor market, although it is facing challenges.
If costs are...
Sep 9, 2025
that would be true IF it was shippable, but you do stepping and revisions and test chips that are not shippable and those are counted as...
Sep 9, 2025
The notion of computational memory is decades old. Using it requires that you modify your applications, with either libraries...
Sep 9, 2025
Any thoughts or comments on this appreciated, Thanks.
A chip with 'thousands' of cores could change the way servers are designed -...
Sep 9, 2025
A
Good data -- The Intel spend shouldn't be surprising:
- They are an IDM (i.e. Their R&D % should be similar to Nvidia + TSMC)
- They...
Sep 9, 2025
hist78 posted the thread Oracle stock soars as CEO says AI-fueled cloud revenue set to soar to $144 billion in SemiWiki Main Forum ( Ask the Experts! ).Oracle (ORCL) stock jumped more than 25% in after-hours trading Tuesday as the software giant said its AI-fueled cloud revenue is set to...
Daniel Nenni reacted to blueone's post in the thread Is this memory/compute structure a game changer? with
Like.
The notion of computational memory is decades old. Using it requires that you modify your applications, with either libraries...