Array
(
[content] =>
[params] => Array
(
[0] => /forum/whats-new/latest-activity?before_id=105838
)
[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] => 2031070
[XFI] => 1060170
)
[wordpress] => /var/www/html
)
You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please,
join our community today !
JavaScript is disabled. For a better experience, please enable JavaScript in your browser before proceeding.
You are using an out of date browser. It may not display this or other websites correctly.
You should upgrade or use an
alternative browser .
I have seen estimates on this, I didn't think it was material and OEMs didnt seem concerned.
how many units do you think are being...
Jan 24, 2026
S
We dive deep into China's memory industry, including its DRAM manufacturing, NAND Flash solutions, HBM, and alternatives to Micron, SK...
Jan 24, 2026
F
Actually Intel EPS is negative. It is only positive if we use Generally unaccepted accounting principles. P/E is infinite.
At least...
Jan 23, 2026
K
China Tells Alibaba, Tech Firms to Prep Nvidia H200 Orders
(Bloomberg) — Chinese officials have told the country’s largest tech firms...
Jan 23, 2026
K
and China just approved the Nvidia chip sales. :ROFLMAO...
Jan 23, 2026
S
A very self serving statement because China will eat his lunch. China is getting the chips no matter what so let's cut out the crooks...
Jan 23, 2026
S
That is because they took down Intel 7 capacity in Q3'24 to upgrade Fab 42 to support 18A (that upgrade I know didn't materialize under...
Jan 23, 2026
S
1. DC was up, and given they cannibalized ccg, I don't think that is the case, they had nothing to sell even with clients wanting to buy...
Jan 23, 2026
China Tells Alibaba, Tech Firms to Prep Nvidia H200 Orders
(Bloomberg) — Chinese officials have told the country’s largest tech firms...
Jan 23, 2026
S
and China just approved the Nvidia chip sales. :ROFLMAO...
Jan 23, 2026
B
I have seen estimates on this, I didn't think it was material and OEMs didnt seem concerned.
how many units do you think are being...
Jan 23, 2026
B
I guess we have to wait and see how this unfolds.
Intel did deliver the Panther Lake SKUs to their OEMs in 2025 so that Panther Lake...
Jan 23, 2026
B
Comes across as a.dribbling halfwit.
Maybe thats his schtick
Jan 23, 2026
B
HACKEO-IA (AP)
The chief executive of a leading artificial intelligence startup has labelled the US’s decision to allow the sale of...
Jan 23, 2026
M
I have seen estimates on this, I didn't think it was material and OEMs didnt seem concerned.
how many units do you think are being...
Jan 23, 2026
I have seen estimates on this, I didn't think it was material and OEMs didnt seem concerned. how many units do you think are being...
Like.
China Tells Alibaba, Tech Firms to Prep Nvidia H200 Orders (Bloomberg) — Chinese officials have told the country’s largest tech firms...
Haha.
A very self serving statement because China will eat his lunch. China is getting the chips no matter what so let's cut out the crooks...
Daniel Nenni replied to the thread Scott Bessent: The single biggest threat to the world economy is that 97% of advanced chips are made in Taiwan.China Tells Alibaba, Tech Firms to Prep Nvidia H200 Orders (Bloomberg) — Chinese officials have told the country’s largest tech firms...