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E
Hopefully the Intel collaboration helps them out. Maybe they'll pursue that rumored UMC 6nm collaboration.
Oct 8, 2025
Probably so. But this is probably real cash (and extracted from taxpayers) rather than some whizzy, complex deal which few really...
Oct 8, 2025
E
They are at least 10 years too late on doing this. The Chinese semi industry has long reached critical mass and now has also attained...
Oct 8, 2025
T
Probably so. But this is probably real cash (and extracted from taxpayers) rather than some whizzy, complex deal which few really...
Oct 8, 2025
S
Perhaps we’ve been spoiled by recent announcements of $100 billion or $500 billion projects and investments, does a $1.1 billion...
Oct 8, 2025
Perhaps we’ve been spoiled by recent announcements of $100 billion or $500 billion projects and investments, does a $1.1 billion...
Oct 8, 2025
Meta acquired the chip startup Rivos for an undisclosed amount, potentially valuing the deal at around $2 billion, to accelerate its...
Oct 8, 2025
Perhaps we’ve been spoiled by recent announcements of $100 billion or $500 billion projects and investments, does a $1.1 billion...
Oct 8, 2025
The European Union is rolling out a $1.1 billion plan, known as the "Apply AI" strategy, to increase the use of homegrown artificial...
Oct 8, 2025
Meta acquired the chip startup Rivos for an undisclosed amount, potentially valuing the deal at around $2 billion, to accelerate its...
Oct 8, 2025
The European Union is rolling out a $1.1 billion plan, known as the "Apply AI" strategy, to increase the use of homegrown artificial...
Oct 8, 2025
On October 8, 2025, SoftBank Group announced it will acquire the robotics business of Swiss engineering firm ABB for $5.375 billion. The...
Oct 8, 2025
I don't know but I was disappointed at the time because they didn't extend Movidius which was very popular among regular people and...
Oct 8, 2025
M
Will there be a HBF standard soon? With CBA/wafer bonding you can do some interesting stuff with parallelism. But not sure how TSV...
Oct 8, 2025
M
Any high Capex business is dominated by depreciation but good question.....
.... what is the depreciation schedule for AI servers...
Oct 8, 2025