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Latest activity

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Barnsley replied to the thread UMC Reports Sales for September 2025.

Fingers crossed they stay on this path!!!

Oct 8, 2025
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Barnsley replied to the thread The U.S.-China rare earths gambit: Who blinks first?.

Its a strange one , nobody wants a mine anywhere near where they live , much less a processing plant. Maybe Donny can replace the Coal...

Oct 8, 2025
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siliconbruh999 reacted to samwilde's post in the thread The U.S.-China rare earths gambit: Who blinks first? with Like.

China is also banning the export of gallium and germanium. These people have no idea. The Chinese have been building their refining and...

Oct 8, 2025
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siliconbruh999 reacted to Daniel Nenni's post in the thread Qualcomm to Acquire Arduino—Accelerating Developers’ Access to its Leading Edge Computing and AI with Like.

Qualcomm does not do open source. But they litigate quite well.

Oct 8, 2025
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siliconbruh999 reacted to count's post in the thread Qualcomm to Acquire Arduino—Accelerating Developers’ Access to its Leading Edge Computing and AI with Like.

Arduino is also an indispensable prototyping tool for embedded engineers. To me this feels like when Oracle bought Sun Microsystems and...

Oct 8, 2025
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siliconbruh999 reacted to MKWVentures's post in the thread China's chipmakers bought $38 billion in U.S. and allied tools, a sign policy is failing, lawmakers find with Like.

What exactly is the US China trade policy and why? We are trying to make China independent? We are trying to hurt Nvidia LAM and AMAT...

Oct 8, 2025
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KevinK reacted to Daniel Nenni's post in the thread Oracle lost close to $100M from Blackwell chips rentals: Report with Like.

Cloud operator Oracle reported a $100 million loss from renting out its Nvidia Blackwell chips in its most recent quarter, according to...

Oct 8, 2025
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KevinK reacted to Daniel Nenni's post in the thread Microsoft CTO says he wants to swap most AMD and Nvidia GPUs for homemade chips with Like.

Google started with Avago but they now do their chips in-house. Meta uses ASIC companies, Arm is doing a chip with them now. Amazon does...

Oct 8, 2025
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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.

Exactly. The backend shop is also chosen by IP they have, like for networking and PHYs. I suspect there are blocks they do contribute...

Oct 8, 2025
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KevinK reacted to Daniel Nenni's post in the thread Microsoft CTO says he wants to swap most AMD and Nvidia GPUs for homemade chips with Like.

Yeah, good luck with that. Microsoft is one of those companies that is successful despite itself. I am very supportive of companies...

Oct 8, 2025
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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.

Your view of Microsoft chip development is years out of date. The current group is managed by Rani Borkar, who was previously a chip...

Oct 8, 2025
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samwilde replied to the thread The U.S.-China rare earths gambit: Who blinks first?.

China is also banning the export of gallium and germanium. These people have no idea. The Chinese have been building their refining and...

Oct 8, 2025
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KevinK reacted to hist78's post in the thread Microsoft CTO says he wants to swap most AMD and Nvidia GPUs for homemade chips with Like.

Thank you for sharing some of the history of Movidius and Myriad. I think Intel has a tendency to focus solely on x86 CPUs. Anything...

Oct 8, 2025
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KevinK reacted to siliconbruh999's post in the thread Microsoft CTO says he wants to swap most AMD and Nvidia GPUs for homemade chips with Like.

Movidius is not discontinued their IP lives in the name of Intel NPU

Oct 8, 2025
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KevinK reacted to Michael Domnitei's post in the thread Microsoft CTO says he wants to swap most AMD and Nvidia GPUs for homemade chips with Like.

I worked in the Graphics Accelerator (Movidius & MyriadX) group at Intel (part of the AIPG - artificial intel. platform group) and the...

Oct 8, 2025

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