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Given we're in early days -- an order of magnitude improvement over Blackwell seems quite possible.. However the competition here is...
Today at 8:49 AM
C
I'm skeptical here of course, but fwiw, ASML has shipped ~ 350-450 EUV machines cumulatively*.
*According to Grok -- ~ 40 in 2021...
Today at 7:59 AM
F
Here is Gemini's list of the relevant 5 patents:
1. Raised Epitaxial Transistor Structures
The Patent: U.S. Patent No. 7,745,847...
Today at 7:37 AM
You can open the WSJ.con article with a browser's private tab.
Today at 5:29 AM
Sadly, Nvidia has done this sort of thing for a long time. Just like Intel in the past, or TSMC with its "inner circle" (use other...
Today at 5:29 AM
I worked for an oilfield service company before going to college. They had an electric wireline group and all their PCs at the time ran...
Today at 5:27 AM
S
If you could only invite one more “person” to your annual backyard BBQ party this weekend, who gets the last spot - Intel or Fred Chen?
Today at 3:43 AM
S
TSMC suit may be patent trolls
BAD FAITH LITIGATION? The two companies, owned by a California-based private equity firm, could be...
Today at 3:00 AM
TSMC suit may be patent trolls
BAD FAITH LITIGATION? The two companies, owned by a California-based private equity firm, could be...
Today at 2:41 AM
You can open the WSJ.con article with a browser's private tab.
Today at 2:37 AM
S
FYI: I was told privately by a trusted source that these numbers are not correct. The correct numbers are under strict NDA which I will...
Today at 1:29 AM
S
TSMC notes from SPIE:
High-NA EUV remains challenged in yield as stochastic defect makes high-NA EUV linewidth roughness even harder to...
Today at 1:27 AM
A
I worked for an oilfield service company before going to college. They had an electric wireline group and all their PCs at the time ran...
Today at 12:46 AM
I am American. Cassette players? I just did a search. I had no idea. This is one of those things you can't un-see, but wish you...
Yesterday at 11:53 PM
S
i found this interesting:
The source seem to come from WSJ but i have no subscription to verify. I'll have take twitter's words...
Yesterday at 10:39 PM