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M
So if chinese DRAM is put onto motherboard in Malaysia, and then the motherboard is put into a server in Mexico. and it is imported to a...
Feb 4, 2026
M
I agree with Barnsley!
From my experience the "substantial transformation" is defined as a change in tariff code. Typically the DRAM...
Feb 4, 2026
Are AI stock trading tools manipulating stocks yet?
US software stocks hit by Anthropic wake-up call on AI disruption
Feb 4 (Reuters)...
Feb 4, 2026
This seems to be a standard AI generated statement for AI related news releases:
While AI tools won't replace human creativity, the...
Feb 4, 2026
Obviously 14A is not ramping, Obviously nothing is going into Fab62 (Fab 52 is not fully tooled out yet). I will give it credit for...
Feb 4, 2026
Amazon is leveraging artificial intelligence to enhance the production of movies and TV shows, promising to trim costs and streamline...
Feb 4, 2026
they should call it a Memristor. (i just invented that term) .... it will revolutionize semiconductors :ROFLMAO: :LOL:
Feb 4, 2026
M
they should call it a Memristor. (i just invented that term) .... it will revolutionize semiconductors :ROFLMAO: :LOL:
Feb 4, 2026
I'm not a memory person, maybe Fred Chen can help us with this? I understand there is a lot of important technology inside Intel that...
Feb 4, 2026
Signage at the Texas Instruments (TI) semiconductor wafer plant in Sherman, Texas, US, on Wednesday, Dec. 17, 2025.
Desiree Rios |...
Feb 4, 2026
C
Funny, the guy who oversaw Optane just left Intel... as a VP. If they've learned anything they'll use Softbank like they got used by...
Feb 4, 2026
M
Obviously 14A is not ramping, Obviously nothing is going into Fab62 (Fab 52 is not fully tooled out yet). I will give it credit for...
Feb 4, 2026
great input.
One model, I am working on is : What is the response to these incredible DRAM price increases? OEMs are going to have to...
Feb 4, 2026
I wonder if Lunar Lake is cheaper because they were built last year when DRAM was priced lower, and Intel is selling these CPUs out of...
Feb 4, 2026
I
The "start risk production" is for PR. Intel revenue doesnt show up until about 1 year after they claim risk production:
No 14A...
Feb 4, 2026
Like.
I agree with Barnsley! From my experience the "substantial transformation" is defined as a change in tariff code. Typically the DRAM...
Daniel Nenni replied to the thread Amazon's AI Revolutionizes Film and TV Production: A New Era in Hollywood.Are AI stock trading tools manipulating stocks yet? US software stocks hit by Anthropic wake-up call on AI disruption Feb 4 (Reuters)...
user nl reacted to MKWVentures's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with
Haha.
Obviously 14A is not ramping, Obviously nothing is going into Fab62 (Fab 52 is not fully tooled out yet). I will give it credit for...
Xebec reacted to MKWVentures's post in the thread (Anecdote) - Mobile x86 / memory supply for corporate laptops with