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S
Kevin took a big IP job with Qualcomm which is understandable. I do not know Choon Lee or Myung-Hee. I do know Suk Lee. Suk built the...
Feb 27, 2026
My feeling is that TSMC and NVIDIA have clearly divided their tasks and "empires". TSMC has claimed the Foundry + Advanced Packaging...
Feb 27, 2026
J
Is there point where it would make sense to build own specialty or packaging capacity?
Because we remember that stock buybacks can be...
Feb 27, 2026
Y
Nvidia just like 90s' Intel while the world turns to AI in everything, without burden of huge investment in Manufacturing.
Feb 27, 2026
Is it too early to tell?
In my view, Intel is a big mud pond. Any talented executive there faces a high risk of making poor or wrong...
Feb 27, 2026
Which shows what you can do given pretty much unlimited resources and budget... ;-)
Feb 27, 2026
Yes, if you can operate with 75% gross margin with an annual (guided) run rate revenue of > 4*78 B$ = 312 B$ you can spend a lot of...
Feb 27, 2026
Is it too early to tell?
In my view, Intel is a big mud pond. Any talented executive there faces a high risk of making poor or wrong...
Feb 27, 2026
Macronix was never supposed to be a winner of the AI era.
While Samsung and SK hynix poured resources into high-bandwidth memory...
Feb 27, 2026
S
Some ASICs like NPU/GPU, sure. But most ASICs don't have liquid-cooling systems, and requiring the cooling system to keep the heatsink...
Feb 27, 2026
S
The thermal resistance figures being cited here (the +20C to +50C delta for BSPD) are exactly why 18A is hitting a wall. If you’re...
Feb 27, 2026
K
Macronix was never supposed to be a winner of the AI era.
While Samsung and SK hynix poured resources into high-bandwidth memory...
Feb 27, 2026
I
Which shows what you can do given pretty much unlimited resources and budget... ;-)
Feb 27, 2026
I
Some ASICs like NPU/GPU, sure. But most ASICs don't have liquid-cooling systems, and requiring the cooling system to keep the heatsink...
Feb 27, 2026
I
Yeah, physics is a pain, ain't it? ;-)
Feb 27, 2026
Like.
Kevin took a big IP job with Qualcomm which is understandable. I do not know Choon Lee or Myung-Hee. I do know Suk Lee. Suk built the...
user nl replied to the thread Vera Rubin – Extreme Co-Design: An Evolution from Grace Blackwell Oberon.My feeling is that TSMC and NVIDIA have clearly divided their tasks and "empires". TSMC has claimed the Foundry + Advanced Packaging...
hist78 replied to the thread Intel Foundry, losing key people in 2025-2026.Is it too early to tell? In my view, Intel is a big mud pond. Any talented executive there faces a high risk of making poor or wrong...