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S
but he can always do non-global ones, right? There are only a handsful of countries left to neogotiate
Feb 20, 2026
Summary
Donald Trump's sweeping global tariffs have been struck down by the US Supreme Court, in a major blow to the president's...
Feb 20, 2026
M
Sorry, I was just joking. it would be the last number on the license .... In fact in California in 1975.... we had 3 number followed by...
Feb 20, 2026
Actually, some U.S. states have been assigning regular license plates with an ending letter for a while. They’re not just for vanity...
Feb 20, 2026
L
I know, as I said this is *not* the average power across the chip which is much lower, but the maximum power density in the hottest bits...
Feb 20, 2026
M
For a completely off-the wall approach to inference that makes Cerebras look ridiculously slow, try this... ;-)...
Feb 20, 2026
I
For a completely off-the wall approach to inference that makes Cerebras look ridiculously slow, try this... ;-)...
Feb 20, 2026
if you have a personalized License plate without any numbers ..... then you are out of luck..... "No Memory for You!"
BTW: for small...
Feb 20, 2026
M
if you have a personalized License plate without any numbers ..... then you are out of luck..... "No Memory for You!"
BTW: for small...
Feb 20, 2026
M
As I wrote in another investor note, The reason for the stocks skyrocketing (6x+) is that Micron revenue is taking off due to price...
Feb 20, 2026
This is an accurate report.
I'll add one more point why 2700 is important: Yields cannot be improved without a high runner volume...
Feb 20, 2026
IDM product flow, or large volume customer product flow -- either will do... ;-)
I do agree 100% with what you're saying though, big...
Feb 20, 2026
I
Yes, but when it was a flat bit of SiGe on/in the substrate the lower thermal conductivity didn't matter much. Now make the transistor a...
Feb 20, 2026
B
Strain engineering in transistors has been a thing since 90nm, correct? SiGe being the strain-causing material, in many/perhaps all...
Feb 20, 2026
It looks like that to me. Especially Micron and Hynix as HBM is a major part of their business.
Feb 20, 2026