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Yeah that's for sure. In AI industry, A computer with 128GB memory is much better than bunch of computers with 16GB memory.
Feb 14, 2026
S
Yeah that's for sure. In AI industry, A computer with 128GB memory is much better than bunch of computers with 16GB memory.
Feb 14, 2026
P
Samsung Electronics (005930.KS) has only one stock symbol, and Samsung Semiconductor and Samsung’s smartphone division are simply...
Feb 14, 2026
P
A good but a little reductionist of an example, I think the comparison for Samsung at the moment should be: selling HBM vs LPDDR/xDDR...
Feb 14, 2026
I wouldn't describe the solar industry as gutted. It continues to grow at very healthy rates. However cell and module production is...
Feb 14, 2026
P
Intel's Competitor should honor Brian Kranzich with a Medal of Honor for his service to them.
Feb 14, 2026
P
100GW isn't adding that much demand to the production capacity of solar companies. Just Jinko alone delivered that much last year...
Feb 14, 2026
P
Maybe, maybe not. I know that the DSP chips inside the optical modules used for the inter-satellite laser links are standard commercial...
Feb 14, 2026
P
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 14, 2026
P
HBM already has some ECC built-in, I'd imagine a little additional material for shielding would be simpler cost-wise than redesigning...
Feb 14, 2026
T
A group of U.S. lawmakers this week sent a letter to the U.S. State and Commerce Departments calling to reinforce restrictions on wafer...
Feb 13, 2026
M
Those considerations are valid, but they are not binary yes/no issues. Capacity may be tight, but that doesn’t mean Samsung will stop...
Feb 13, 2026
M
There was a meme circulating recently, a pink dumpster 3/4 full outside the gates at 1600 Pennsylvania Ave with a sign: Award dropoff...
Feb 13, 2026
K
Two thoughts:
* agree that we will see new specialized foundational frontier models, that have very different architectures from the...
Feb 13, 2026
M
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
Yeah that's for sure. In AI industry, A computer with 128GB memory is much better than bunch of computers with 16GB memory.
Like.
I wouldn't describe the solar industry as gutted. It continues to grow at very healthy rates. However cell and module production is...
Haha.
Intel's Competitor should honor Brian Kranzich with a Medal of Honor for his service to them.