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S
"A CA-based workers rights group "
I guess it was inevitable that the CA problems wouldn't stay in CA. Since we're actually one country.
Feb 27, 2026
L
I have said that the largest improvement in profits for DRAM companies in 2026 is DDR not HBM. All prices are skyrocketing.
HBM is...
Feb 27, 2026
L
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
B
Best news here is AMD potentially joining Tesla at 2nm.
No mention of Apple. Apple previously announced a US manufacturing initiative...
Feb 27, 2026
M
As I have mentioned like a broken record, Intel was prioritizing AI accelerators in 2010 and had multiple projects working and...
Feb 27, 2026
B
"A CA-based workers rights group "
I guess it was inevitable that the CA problems wouldn't stay in CA. Since we're actually one country.
Feb 27, 2026
M
I think LBT has helped on the program managers. I am ok with a program manager. having 6 for one platform.... and having chief of staff...
Feb 27, 2026
M
I have said that the largest improvement in profits for DRAM companies in 2026 is DDR not HBM. All prices are skyrocketing.
HBM is...
Feb 27, 2026
F
Jukan's source for this post is a ZDNet article: https://zdnet.co.kr/view/?no=20260225154303#_enliple
Samsung Electronics' breakthrough...
Feb 27, 2026
M
the key is clear expectations, quick review, quick decisions, no do overs.
If you don;t want a fab or Datacenter in your area fine...
Feb 27, 2026
S
"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 27, 2026
Feb. 27, 2026 16:16
TAIPEI (Taiwan News) – AI pioneer Nvidia Corporation overtook Apple Inc. for the first time in 2025 to become Taiwan...
Feb 27, 2026
B
Key Customer Wins (2025-2026):
Tesla: Secured a major contract to produce next-generation AI6 chips, seen as a crucial deal for...
Feb 27, 2026
C
Yield vs. competitiveness, choose your poison.
Feb 27, 2026
J
Micron’s $100B megafab in NY is at risk of delay due to just 6 “concerned citizens” and their frivolous lawsuit. (1/10)
The project has...
Feb 27, 2026
Like.
"A CA-based workers rights group " I guess it was inevitable that the CA problems wouldn't stay in CA. Since we're actually one country.
hist78 reacted to user nl's post in the thread Nvidia overtakes Apple to become TSMC’s largest client with