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S
Optane would have been so good
Oct 2, 2025
S
On September 21, Morgan Stanley issued a sweeping report authored by 12 analysts across Korea, the U.S., Taiwan, and Japan, titled...
Oct 2, 2025
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That isn't how BSPD works. It isn't advanced packaging. BSPDN is part of the wafer making process not the packaging process even though...
Oct 2, 2025
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Since Fab 52 in Arizona is not expected to be operational until early 2026, Intel’s 18A process node is likely being fabricated at...
Oct 2, 2025
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I love how we have news of trial production without size of the Chip.
Intel said Panther Lake risk production and we have the size from...
Oct 2, 2025
S
A lot of TSMC's customers are systems companies so you will not see the chips until the end product is ready. For Apple it is the 4th...
Oct 2, 2025
S
To their credit, Intel has been a sort of guinea pig for High-NA EUV. Here's what they disclosed:
"The High NA POB (Projection Optics...
Oct 2, 2025
re: "SSDs as an alternative to HBM",
I'm curious how they're going to make SSDs responsive enough for AI LLMs, given that even 8+...
Oct 2, 2025
On September 21, Morgan Stanley issued a sweeping report authored by 12 analysts across Korea, the U.S., Taiwan, and Japan, titled...
Oct 2, 2025
K
On September 21, Morgan Stanley issued a sweeping report authored by 12 analysts across Korea, the U.S., Taiwan, and Japan, titled...
Oct 2, 2025
For a 'real value' discussion, a single N3 wafer has ~ 10X as many transistors needed for all of the CPUs in the worlds best...
Oct 2, 2025
By Pablo Valerio 10.01.2025
The global semiconductor industry is undergoing a profound economic transformation, one anchored by Taiwan...
Oct 2, 2025
S
alas the pricing is so wrong there is no N2 Wafer at 30K
Oct 2, 2025
S
Exactly - all the data center chip companies are moving in the direction of full system-level co-optimization because they're seeing the...
Oct 2, 2025
E
By Pablo Valerio 10.01.2025
The global semiconductor industry is undergoing a profound economic transformation, one anchored by Taiwan...
Oct 2, 2025
Like.
On September 21, Morgan Stanley issued a sweeping report authored by 12 analysts across Korea, the U.S., Taiwan, and Japan, titled...
Xebec replied to the thread The Memory Supercycle: Why Phison’s CEO Predicts a Ten-Year Shortage Amid the AI Boom.re: "SSDs as an alternative to HBM", I'm curious how they're going to make SSDs responsive enough for AI LLMs, given that even 8+...