Array
(
    [content] => 
    [params] => Array
        (
            [0] => /forum/whats-new/latest-activity?before_id=97290
        )

    [addOns] => Array
        (
            [DL6/MLTP] => 13
            [Hampel/TimeZoneDebug] => 1000070
            [SV/ChangePostDate] => 2010200
            [SemiWiki/Newsletter] => 1000010
            [SemiWiki/WPMenu] => 1000010
            [SemiWiki/XPressExtend] => 1000010
            [ThemeHouse/XLink] => 1000970
            [ThemeHouse/XPress] => 1010570
            [XF] => 2030770
            [XFI] => 1060170
        )

    [wordpress] => /var/www/html
)

Latest activity

What's new Featured content New posts Latest activity

O

osnium replied to the thread Tenstorrent in talks with TSMC, Samsung, even Rapidus, for 2nm; Jim Keller considering working with Intel.

What does it say about Intel Foundry that Jim Keller is working with Rapidus but has declined to work with Intel at the moment?

Oct 4, 2025
F

Fred Chen posted the thread Tenstorrent in talks with TSMC, Samsung, even Rapidus, for 2nm; Jim Keller considering working with Intel in SemiWiki Main Forum ( Ask the Experts! ).

AI chip design startup, Tenstorrent, has announced it's working with a range of companies to build out its next-generation AI chips...

Oct 4, 2025
K

KevinK reacted to blueone's post in the thread Microsoft CTO says he wants to swap most AMD and Nvidia GPUs for homemade chips with Like.

I suspected that Nvidia GPUs and NVLink are the solution for the new datacenter, because Azure's highly touted AI chip, Maia, isn't...

Oct 4, 2025
K

KevinK reacted to Daniel Nenni's post in the thread OpenAI CEO rumored to secure AI chip and server supply in low-key visit to Taiwan with Like.

Credit: AFP OpenAI is intensifying efforts to expand its artificial intelligence computing infrastructure, relying heavily on Taiwan's...

Oct 4, 2025
S

siliconbruh999 reacted to blueone's post in the thread OpenAI CEO rumored to secure AI chip and server supply in low-key visit to Taiwan with Like.

I'd trust OpenAI's website before Yahoo Finance any day. On the other hand, let's examine the quote on the website a little more: The...

Oct 4, 2025
F

Fred Chen reacted to Andy Sun's post in the thread OpenAI CEO rumored to secure AI chip and server supply in low-key visit to Taiwan with Like.

On openai’s own website, it saids 900,000 wafer starts per month instead of 900,000 chips. Which one is true...

Oct 4, 2025
F

Fred Chen reacted to blueone's post in the thread OpenAI CEO rumored to secure AI chip and server supply in low-key visit to Taiwan with Like.

I'd trust OpenAI's website before Yahoo Finance any day. On the other hand, let's examine the quote on the website a little more: The...

Oct 4, 2025
A

Andy Sun replied to the thread OpenAI CEO rumored to secure AI chip and server supply in low-key visit to Taiwan.

On openai’s own website, it saids 900,000 wafer starts per month instead of 900,000 chips. Which one is true...

Oct 4, 2025
S

siliconbruh999 reacted to tomatoma's post in the thread Tech U.S. Commerce head Lutnick wants Taiwan to help America make 50% of its chips locally with Like.

The coolest people are the American manufacturers, including Intel, who have been trying to do things without relying on tariffs... They...

Oct 4, 2025
S

siliconbruh999 reacted to Xebec's post in the thread OpenAI CEO rumored to secure AI chip and server supply in low-key visit to Taiwan with Like.

I'll take a stab at backing into the wafer count: Current high end DRAM for GPUs is 2GB / 16 gigabit per chip, with 3 GB / 24 gigabit...

Oct 4, 2025
S

siliconbruh999 reacted to Daniel Nenni's post in the thread OpenAI CEO rumored to secure AI chip and server supply in low-key visit to Taiwan with Like.

https://www.reuters.com/technology/openai-hits-500-billion-valuation-after-share-sale-source-says-2025-10-02/ We used to call them...

Oct 4, 2025
F

Fred Chen replied to the thread OpenAI CEO rumored to secure AI chip and server supply in low-key visit to Taiwan.

We can expect about half that die size (~35 mm2), so we can expect about half that many wafers/month.

Oct 4, 2025
F

Fred Chen reacted to Xebec's post in the thread OpenAI CEO rumored to secure AI chip and server supply in low-key visit to Taiwan with Like.

I'll take a stab at backing into the wafer count: Current high end DRAM for GPUs is 2GB / 16 gigabit per chip, with 3 GB / 24 gigabit...

Oct 4, 2025
F

Fred Chen reacted to IanD's post in the thread TSMC Price Hikes End the Era of Cheap Transistors with Like.

Don't forget that these are today's prices (or near future) -- new nodes always cost more when introduced, but then cost drops over...

Oct 4, 2025
I

Irish70 replied to the thread OpenAI CEO rumored to secure AI chip and server supply in low-key visit to Taiwan.

The question is though, will SK & SEC (Micron too) take the bait and ramp DRAM output beyond the 15~20% we've been doing for the past 7...

Oct 4, 2025

Show older items