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Fred - does this address (partially or fully) the energy per bandwidth gap between current/traditional DRAM solutions and HBM?
Feb 12, 2026
So DRAM and NAND are different…
I think Nanya is mainly DRAM.
Feb 12, 2026
So let me understand this edited version. You are thinking that Intel was showing a lack of foresight about AI software using NAND...
Feb 12, 2026
a nice article by SEMIVISION, link = https://tspasemiconductor.substack.com/p/can-zam-replace-hbm-intel-and-softbank
Feb 12, 2026
Nonsense. Intel exited the DRAM business 40 years ago. Until four months ago, Micron stock was not an especially great investment over...
Feb 12, 2026
If Intel still had its memory business, it would be the highest revenue business unit at Intel. Intel will probably get back into memory...
Feb 12, 2026
To me this seems like skating to where the puck has been and not where it is going to be.
Feb 12, 2026
I'm sure national research institutes are also involved, right?
Both the US and Japanese sides
Feb 12, 2026
Intel product carried by Intel Fabs? Look at Intel Products going external and messing it up you seem to have forgotten the edge Fabs...
Feb 12, 2026
It was a rhetorical question
Feb 12, 2026
That said, that doesn't mean AMD has no restrictions. Right now, the N4 process is the mainstream, so it's fine, but if they move to N2...
Feb 12, 2026
They use the same dies for client and server so they can move stuff here and there
Intel hasn't even ramped GNR so it's a entirely...
Feb 12, 2026
I saw this posted elsewhere. This is volume, not revenue, and doesn't include other "still standing" CPU architectures like IBM Power...
Feb 12, 2026
I saw this posted elsewhere. This is volume, not revenue, and doesn't include other "still standing" CPU architectures like IBM Power...
Feb 12, 2026
S
They use the same dies for client and server so they can move stuff here and there
Intel hasn't even ramped GNR so it's a entirely...
Feb 12, 2026
tomatoma reacted to Xebec's post in the thread Softbank Corp, Intel announce memory chips collaboration with
Like.
Fred - does this address (partially or fully) the energy per bandwidth gap between current/traditional DRAM solutions and HBM?
Haha.
Nonsense. Intel exited the DRAM business 40 years ago. Until four months ago, Micron stock was not an especially great investment over...
hist78 reacted to Xebec's post in the thread ARM vs x86 Server CPU Market share, per Mercury Research with