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M
Perhaps.... I downplay this because I keep talking to Taiwanese friends who are not worried for whatever reason ... and because if there...
Feb 5, 2026
PS- This answer is just a reflection of unfortunate reality! not in any way political.
Feb 5, 2026
Around the world, anything related to national security and sovereignty is not limited to cost considerations alone. Trump’s political...
Feb 5, 2026
https://www.cna.com.tw/news/afe/202602050149.aspx
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Experts predict...
Feb 5, 2026
A
How long will it be until AI/ML will dominate the data center using AI/ML optimized software? Will datacenters be the optimum way to...
Feb 5, 2026
https://www.cna.com.tw/news/afe/202602050149.aspx
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Experts predict...
Feb 5, 2026
P
It's probably complicated, but a few guesses/thoughts:
- It's a brand new node, Mobile is usually first production on a node because...
Feb 5, 2026
Perhaps some software companies? Another interesting blog by Ben, also about Microsoft, in the age of AI...
Feb 5, 2026
Memory prices have soared 80%-90% in Q1 2026 so far compared to Q4 2025, with DRAM, NAND and HBM all hitting record-breaking highs.
To...
Feb 5, 2026
D
I am not an expert on Semiconductor manufacturing, so I only postulated here that Intel could have done some innovation here (maybe even...
Feb 5, 2026
There's not a lot you can do to lower the thermal resistance of the dielectrics used in the signal layers, low-k and ultra-low-k are...
Feb 5, 2026
Interesting blog by Ben Thompson about the effect of TSMC's low capex in 2023 and 2024 on the present chip shortage for AI/HPC and...
Feb 5, 2026
Dumb Question -
How much does heatsink size actually help here?
Assuming the thermal conductivity between the CPU and the heatsink...
Feb 5, 2026
Let's first see what the EU commission publishes, perhaps at the end of March 2026, regarding EU Chips Act 2...
Feb 5, 2026
Speaking as someone who has actually done thermal analysis comparison of FSPD vs. BSPD in real high-performance chips vs. high-school...
Feb 5, 2026