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D
It's not this simply.
Chinese telecom companies is cutting spending about 10% every year.
The only field with significant sales growth...
Sunday at 9:33 PM
D
Because it's the only way to make money.
Sophgo lost so many money.
Sunday at 9:29 PM
F
The EUV argument starting 12:20 falls apart when you consider Samsung.
I was also surprised by his characterization of US perception of...
Sunday at 9:12 PM
S
Seriously, you think the best information sources are corporate press releases ? Wouldn't rely on them in any country.
Sunday at 6:30 PM
T
I think this CEO should turn his face to people who are actually involved in the manufacturing industry in Europe and the United States...
Sunday at 6:07 PM
P
That's just throwing a bone to Korea, just to say they're investing locally, average Joe would have zero grasp of the size and scale of...
Sunday at 5:30 PM
S
Introducing Arm CEO Rene Haas, Lessons from working with Jensen Huang, Arm’s history, understanding Nvidia’s dominance in AI, training...
Sunday at 4:26 PM
V
I
It sounds like they were working together on project to better integrate Intel CPU with Nvidia servers.... all very good. but
It now...
Sunday at 3:52 PM
Introducing Arm CEO Rene Haas, Lessons from working with Jensen Huang, Arm’s history, understanding Nvidia’s dominance in AI, training...
Sunday at 3:50 PM
Moore's Law was and still is an economic law. The value isn't in the cost or density directly or transistors / mm, it's about the value...
Sunday at 3:08 PM
X
I still wonder about the math of chiplets vs. monolithic as things get more complex.
AMD has been steadily increasing the level of...
Sunday at 3:02 PM
P
I believe there could be fairly broad economic impact. The world has benefitted greatly from the reliable cadence of Moore's Law. As...
Sunday at 2:39 PM
D
Ain't happening there are fundamental difference between what a CPU/GPU is optimized for you can't magically expect everything to work...
Sunday at 2:05 PM
B
The costs that go into the fully loaded cost to produce an advanced wafer at an advanced fab are all going up. Electricity for one...
Sunday at 1:52 PM
S
Corporations can be penalized for putting false information on their quarterly report.
Sunday at 12:36 PM
Like.
Seriously, you think the best information sources are corporate press releases ? Wouldn't rely on them in any country.
Daniel Nenni posted the thread ARM CEO Rene Haas Claims That Time Has Punished Intel For Falling Behind the Chip Race in SemiWiki Main Forum ( Ask the Experts! ).Introducing Arm CEO Rene Haas, Lessons from working with Jensen Huang, Arm’s history, understanding Nvidia’s dominance in AI, training...
BruceA replied to the thread TSMC Price Hikes End the Era of Cheap Transistors.Moore's Law was and still is an economic law. The value isn't in the cost or density directly or transistors / mm, it's about the value...