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B
These regulations are nonsense. You can sell to non restricted countries and Nvidia does not have to monitor who may use cloud...
Mar 13, 2026
I find curious the two charts on TSMC N3 wafer capacity, and N3 wafers shipped: They show N3 wafer capacity decreasing QoQ in Q4 2024...
Mar 13, 2026
the capex forecast tells it all. That is why we have a shortage.
Reminder... HBM isnt the only thing short and DDR5 prices and margins...
Mar 13, 2026
There is also today a very long youtube interview/Dwarkesh Podcast with the main author, Dylan Patel, on this topic.
It seems like...
Mar 13, 2026
B
Sometimes seeing things like this make me think AI should never have happened
Mar 13, 2026
B
On the "What is AI doing to the PC market this year" topic -- you will be able to buy "two DIMM kits" with one fake/filler "memory"...
Mar 13, 2026
There is also today a very long youtube interview/Dwarkesh Podcast with the main author, Dylan Patel, on this topic.
It seems like...
Mar 13, 2026
the capex forecast tells it all. That is why we have a shortage.
Reminder... HBM isnt the only thing short and DDR5 prices and margins...
Mar 13, 2026
Moving into Rapid Commercial Engagement
Mar 12, 2026
Taipei, Taiwan
Alchip Technologies, Inc., the AI infrastructure and...
Mar 13, 2026
Solutions provide end-to-end electrical and optical validation from R&D through high-volume manufacturing
The N1096A and N1096B DCA‑M...
Mar 13, 2026
New analyzer accelerates design and validation of 1.6/3.2 Tb/s optical transmitter and receiver components to advance next-generation...
Mar 13, 2026
Ultra-efficient NPU IP recognized for advancing edge AI in resource-constrained devices
NUREMBERG, Germany, March 12, 2026 /PRNewswire/...
Mar 13, 2026
10-Gigabit Endpoint core expands CAST’s TSN portfolio for automotive, industrial, aerospace, and critical infrastructure applications...
Mar 13, 2026
The Compute Shortage
Token demand is skyrocketing and the need for AI compute continues to accelerate. The improvement in model...
Mar 13, 2026
M
These regulations are nonsense. You can sell to non restricted countries and Nvidia does not have to monitor who may use cloud...
Mar 13, 2026
Like.
These regulations are nonsense. You can sell to non restricted countries and Nvidia does not have to monitor who may use cloud...
I find curious the two charts on TSMC N3 wafer capacity, and N3 wafers shipped: They show N3 wafer capacity decreasing QoQ in Q4 2024...
Sad.
On the "What is AI doing to the PC market this year" topic -- you will be able to buy "two DIMM kits" with one fake/filler "memory"...
user nl replied to the thread The Great AI Silicon Shortage.There is also today a very long youtube interview/Dwarkesh Podcast with the main author, Dylan Patel, on this topic. It seems like...
the capex forecast tells it all. That is why we have a shortage. Reminder... HBM isnt the only thing short and DDR5 prices and margins...
Moving into Rapid Commercial Engagement Mar 12, 2026 Taipei, Taiwan Alchip Technologies, Inc., the AI infrastructure and...
