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D
The speed is also very important.
The best measure is crypto miners.
BTC for pure transistors.
DOGE/LTC for SRAM+transistors.
Thursday at 6:25 AM
D
You should add Baidu,Tiktok,Tencent,ali,deepseek,temu,etc.
Thursday at 6:20 AM
Altman makes AI deal with Samsung, SK to buy chips, build data centers in Korea...
Thursday at 5:55 AM
Credit: AFP
OpenAI is intensifying efforts to expand its artificial intelligence computing infrastructure, relying heavily on Taiwan's...
Thursday at 5:31 AM
On September 21, Morgan Stanley issued a sweeping report authored by 12 analysts across Korea, the U.S., Taiwan, and Japan, titled...
Thursday at 5:29 AM
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+...
Thursday at 5:29 AM
Optane would have been so good
Thursday at 5:29 AM
A
Note that this was a jury trial. This is the challenge with all intellectual property cases, especially those involving complex...
Thursday at 4:56 AM
S
Optane would have been so good
Thursday at 4:46 AM
S
On September 21, Morgan Stanley issued a sweeping report authored by 12 analysts across Korea, the U.S., Taiwan, and Japan, titled...
Thursday at 4:35 AM
S
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...
Thursday at 4:32 AM
S
Since Fab 52 in Arizona is not expected to be operational until early 2026, Intel’s 18A process node is likely being fabricated at...
Thursday at 4:27 AM
S
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...
Thursday at 4:26 AM
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...
Thursday at 4:25 AM
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...
Thursday at 4:20 AM