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S
This mean that they'll have to implement 2 different types of HBM base die(bottom die of the HBM: for a generic HBM and for a HBM-HBF...
Tuesday at 4:37 AM
What’s New: Today at NVIDIA GTC 2026, Intel announced that Intel Xeon 6 is being used as the processor for NVIDIA DGX Rubin NVL8...
Tuesday at 3:57 AM
What’s New: Today at NVIDIA GTC 2026, Intel announced that Intel Xeon 6 is being used as the processor for NVIDIA DGX Rubin NVL8...
Tuesday at 3:53 AM
B
Any kind of Carbon Trading can use to generate revenue?
Otherwise how this gonna make any money?
Tuesday at 3:06 AM
B
https://electrek.co/2026/03/16/teslas-terafab-chip-fab-ambitions-ignore-its-total-lack-of-semiconductor-experience/
two take away:
1...
Tuesday at 3:05 AM
The Golden Alliance: Chey Tae-won’s Historic GTC Debut
The most significant diplomatic event of the conference was the first-ever...
Tuesday at 2:52 AM
SK Hynix presented a recent IEEE paper describing an architecture combining High-Bandwidth Memory (HBM) speed and High-Bandwidth Flash...
Tuesday at 2:16 AM
SK Hynix presented a recent IEEE paper describing an architecture combining High-Bandwidth Memory (HBM) speed and High-Bandwidth Flash...
Tuesday at 2:12 AM
Two slides from the keynote that I found interesting in the part discussing the Rubin+Groq LPX chip:
And here the (g)estimated annual...
Tuesday at 2:01 AM
https://electrek.co/2026/03/16/teslas-terafab-chip-fab-ambitions-ignore-its-total-lack-of-semiconductor-experience/
two take away:
1...
Tuesday at 12:51 AM
S
https://electrek.co/2026/03/16/teslas-terafab-chip-fab-ambitions-ignore-its-total-lack-of-semiconductor-experience/
two take away:
1...
Tuesday at 12:02 AM
F
It's the ASML machine which they've recently achieved 7nm capability with. The yield rate is still unknown.
Monday at 9:32 PM
F
It's not. Domestic probably < 40%. Most key steps are international equipment, some steps are shared by international and domestic.
Monday at 9:32 PM
S
one of my startup 20 years ago closed door on 4/1. Of course, we all thought it is a management poorly placed joke :)
Monday at 8:43 PM
M
No matter where the fabs are or who Musk partners with, where are the EUV machines going to come from? Doesn't ASML's backlog already...
Monday at 7:43 PM