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N
"In an unexpected turn of events, Kevin O'Buckley, the head of Intel Foundry, decided to jump ship for Qualcomm after just two years at...
Feb 26, 2026
V
Sounds like standard Intel PR-Oregon site has 2 high-NA EUV machines, but nothing concrete beyond the usual “national security” and...
Feb 26, 2026
V
The Supreme Court blocked Trump’s broad global tariffs, saying he overstepped his authority-he needs Congress to impose them. Individual...
Feb 26, 2026
V
Yeah, high-tech stuff might come back, but mass iPhone assembly in the US? Pretty unlikely. Foxconn Wisconsin feels more like a...
Feb 26, 2026
Cold Fusion has a new video covering the challenges OpenAI is facing -- it's painted fairly dire, but I personally think fair:
Some...
Feb 26, 2026
I
The reason for using HD cells is to increase density, and to reduce energy consumption per operation (gate transition) for cases where...
Feb 26, 2026
S
Anthropic want AI regularization so they have less competitors
Feb 26, 2026
S
So Intel's IFS margins are NEGATIVE 50%. 18A is listed as a headwind to margins. Ramping 14A will hurt margins according to CFO
If IFS...
Feb 26, 2026
B
Question of definitions - did the US ever deindustrialize ? We’ve been at our max real dollar industrial output ever since about the...
Feb 26, 2026
B
De-industrialization has happened primarily as a function of the labor cost delta yes? It would make sense that re-industrialization has...
Feb 26, 2026
M
there could be any number of reasons.
they need the performance
The HP cell has better stability, lower error rate
The layout did not...
Feb 26, 2026
S
Depends on what you compare with also
ARL has 17 Metal Layers
LNL has 20 Metal Layers
PTL has 21 Metal Layers
Feb 26, 2026
Collaboration demonstrates full-stack pre-6G interoperability testing using real network infrastructure and devices
SANTA ROSA...
Feb 26, 2026
L
But the decap shows that Panther Lake use HP cell for overall device, no HD cell. And I remember Panther Lake performance is not high (...
Feb 26, 2026
See also this recent article which says the same as I did but gives more background information... ;-)...
Feb 26, 2026
Xebec replied to the thread Altman scales back: TACO Thursday?.Cold Fusion has a new video covering the challenges OpenAI is facing -- it's painted fairly dire, but I personally think fair: Some...
Like.
Anthropic want AI regularization so they have less competitors
Daniel Nenni posted the thread Keysight and Ericsson Collaborate to Enable Pre-6G Interoperability Validation in Keysight EDA.Collaboration demonstrates full-stack pre-6G interoperability testing using real network infrastructure and devices SANTA ROSA...