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Asianometry has posted a "post-mortem" on Itanium, covering the full history from beginning to end.
This video is pretty thorough, and...
Apr 21, 2026
I respect your opinions and appreciate your insights, but you and that analyst guy, Stacy, are the closest to a 'bean counter' type of...
Apr 21, 2026
1. IDM/2.0: Margin stacking
2. LBT answered it in the video: 94% of advanced semi manufacturing in Taiwan. Hence, there is an embedded...
Apr 21, 2026
Stacy’s previous analyses were not correct, as he discounted the importance of CPUs in those assessments.
When I was doing research...
Apr 21, 2026
B
https://www.tomshardware.com/tech-industry/artificial-intelligence/new-jersey-datacenter-expansion-got-usd77m-in-tax-breaks-to-create-exa...
Apr 21, 2026
M
Oh well, Michio Kaku will have to come up with yet another line of reasoning why silicon-based chip manufacturing becomes another "rust...
Apr 20, 2026
B
Wonder if they gonna pay their suppliers more also 🤣🤣🤣
Apr 20, 2026
B
We too far back from the Coal Face to benefit so much 🤣🤣🤣
Apr 20, 2026
B
Averagely, each SK hynix employee could receive $475,000 bonuses this year. 😲😲...
Apr 20, 2026
X
Stacy’s previous analyses were not correct, as he discounted the importance of CPUs in those assessments.
When I was doing research...
Apr 20, 2026
Are they moving jobs to other countries?
Apr 20, 2026
I joined Mentor Graphics through the acquisition of Silicon Compilers, then moved from California to Oregon back in 1995. Fond memories...
Apr 20, 2026
Averagely, each SK hynix employee could receive $475,000 bonuses this year. 😲😲...
Apr 20, 2026
TSMC is not the only foundry raising prices. Hopefully Samsung gets on board and kicks their deep discounting habit. AI will generate...
Apr 20, 2026