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S
Number of CPU most likely
Feb 13, 2026
E
Remember the great RAM shortage in the early 90's that caused prices to climb to the stratosphere, and by the late 90s memory prices...
Feb 13, 2026
Yes, I have understood that distinction for many years. If you have time, please read my previous three posts this thread.
I wrote that...
Feb 13, 2026
P
What are "units"? If they count in all the embedded server SoCs, it's no wonder at all. And on the other side, they may be penalising...
Feb 13, 2026
I
For memory, might it turn out to be better to add more robust ECC than heavier shielding?
IIRC Starship is targeting $100/kg in the...
Feb 13, 2026
I
HBM was the most sensitive, the error rate is in the attached snippet. Good enough for AI inferencing. This was based on 10mm aluminum...
Feb 13, 2026
I
There's no doubt that for specific (inference?) tasks which map well onto the Cerebras architecture (*enormous* local memory bandwidth...
Feb 13, 2026
I
True, but also if you're using core chiplets like AMD there's less advantage to going to the next node because density (gates/mm2)...
Feb 13, 2026
P
The thing is, tariffs will not influence them in any way. Only DIY sector, and the last of commercial PC assemblers do import DRAM as...
Feb 13, 2026
Yes, I have understood that distinction for many years. If you have time, please read my previous three posts this thread.
I wrote that...
Feb 13, 2026
B
This all seems like another "once in a lifetime" opportunity to jack up the prices.
Not so much benefit for those further down the totem...
Feb 12, 2026
F
Seems early, but probably so, if the companies allow.
Feb 12, 2026
F
A zoom-in on the slide confirms this picture as well...
Feb 12, 2026
It is clear you and I will never agree on this point, though personal insults are not necessary. I'm not particularly interested in an...
Feb 12, 2026
Probably controversial for this forum, but I think Pat tried to break that cycle by building as much leading edge fab capacity as...
Feb 12, 2026
Xebec reacted to hist78's post in the thread Softbank Corp, Intel announce memory chips collaboration with
Like.
Yes, I have understood that distinction for many years. If you have time, please read my previous three posts this thread. I wrote that...
hist78 replied to the thread Softbank Corp, Intel announce memory chips collaboration.Yes, I have understood that distinction for many years. If you have time, please read my previous three posts this thread. I wrote that...
tomatoma reacted to Artificer60's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with