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K
The launch of a pair of new open-source, open-weights DeepSeek-v4 models provides some insight into the technical battle to optimize...
Apr 27, 2026
Mentor Graphics' Wilsonville campus in 2005. The longtime Oregon company has been owned by Siemens since 2017.LC- THE OREGONIAN
By Mike...
Apr 27, 2026
S
does anyone also see the merit of AMD acquiring Marvell? If AMD is serious about challenging NVidia's full system position, they need to...
Apr 27, 2026
S
AMD, "forced" to follow Nvidia for CPO
. "forced" to select MRM (micro-ring modulator), same as Nvidia
. "forced" to use GF, since TSMC...
Apr 27, 2026
K
And then you have a couple of other rack/system level challengers also pursuing different super dense optical interconnect strategies -...
Apr 27, 2026
K
AMD, "forced" to follow Nvidia for CPO
. "forced" to select MRM (micro-ring modulator), same as Nvidia
. "forced" to use GF, since TSMC...
Apr 27, 2026
I think ASML managed to reduce the leadtime to 12-18 months. Even though they did not deliver more than 45 low NA EUV annually in...
Apr 27, 2026
M
I sincerely looked for loopholes for "landing" spacecraft on the surface of the sun to mess with @MKWVentures, but this stopped me every...
Apr 27, 2026
M
Ponte Vecchio called and wants its 47 tiles crown back
Apr 27, 2026
M
This is based on this twitter account he has been correct on lots of info
Apr 27, 2026
I think ASML managed to reduce the leadtime to 12-18 months. Even though they did not deliver more than 45 low NA EUV annually in...
Apr 27, 2026
Hmm, if TSMC actually has plans to introduce High NA EUV in 2029, shouldn't they already be buying machines?
Apr 27, 2026
ASML has launched its 0.55 High Numerical Aperture Extreme Ultraviolet (High-NA EUV) in an effort to extend Moore's Law. The market had...
Apr 27, 2026
These days, a new DRAM technology like IGZO, they often test to 1e11-1e12 cycles. Really we expect should go to 1e15 cycles, but that's...
Apr 27, 2026
S
No award. But I did learn just how slow product development can move when you combine HP and Intel
Apr 27, 2026