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M
By focusing on the raw technology -- all of which I agree with! -- you missed out what is probably at least as important (if not more...
Feb 24, 2026
M
And SK Hynix only has 21% of NAND, 50% HBM and 36% DRAM does have enough volume. Maths does not add up.
I would like to highlight...
Feb 24, 2026
M
Countries should do what they do best. They should not do what others can do best. I still think my freshman econ teacher was correct...
Feb 24, 2026
K
The big deal is AMD potentially giving away even more of the company:
" As part of the agreement, to further align strategic interests...
Feb 24, 2026
I'm glad I'm not alone on this :).
I don't remember Supercomputers being rated by energy consumption in the past..
Feb 24, 2026
I really despise using gigawatts as a measure of deployment.
Feb 24, 2026
The big deal is AMD potentially giving away even more of the company:
" As part of the agreement, to further align strategic interests...
Feb 24, 2026
The AI deals continue. I guess TSMC will have no trouble filling their new FABS till 2030 and beyond:
AMD and Meta Announce Expanded...
Feb 24, 2026
Whenever I hear Gigawatts mention!
Feb 24, 2026
By focusing on the raw technology -- all of which I agree with! -- you missed out what is probably at least as important (if not more...
Feb 24, 2026
B
Whenever I hear Gigawatts mention!
Feb 24, 2026
The AI deals continue. I guess TSMC will have no trouble filling their new FABS till 2030 and beyond:
AMD and Meta Announce Expanded...
Feb 24, 2026
E
News
Please note that this article cites information
As NVIDIA is scheduled to release its Q1 earnings release on February 25 and the...
Feb 24, 2026
E
The good news is, in another 80 years he should be OK:
"Tantrums are a normal part of child development."
Feb 24, 2026
E
Accusing TSMC or Taiwan of stealing American semiconductor technology and attributing Intel’s downfall to it is far from the truth...
Feb 24, 2026