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Intel and SoftBank, through their subsidiary Saimemory, have been developing an alternative technology to the popular high-bandwidth...
Thursday at 4:29 AM
The other curveball is - what's needed for peak AI inference performance keeps changing. FP vs. Integer, precision levels, and even...
Thursday at 4:23 AM
A lot will depend on cost per token vs interactivity profile of different suppliers plus effectiveness of agents. If NVIDIA gets to a...
Thursday at 4:16 AM
TSMC asked customers and they said no hurry on HNA-UEV. The risk/reward is not there yet. Simple as that. This topic came up in the...
Thursday at 3:44 AM
Yay, Intel is getting back into memory! Or who is going to manufacture this?
Thursday at 3:38 AM
ASML has been following the FEL technology for at least 2 decades or so I think. ASML follows many novel EUV source technologies like...
Thursday at 3:12 AM
F
I think Intel is just responsible for the stacking part. The DRAM is from PSMC apparently. The logic base die, if it had been made on...
Thursday at 2:12 AM
F
Yay, Intel is getting back into memory! Or who is going to manufacture this?
Thursday at 2:11 AM
Yay, Intel is getting back into memory! Or who is going to manufacture this?
Thursday at 1:42 AM
B
Business traction on 22nm continues to gain momentum, accounting for 14% of Q1 revenue
Expect Q2 wafer shipments to grow by high single...
Thursday at 12:51 AM
Intel and SoftBank, through their subsidiary Saimemory, have been developing an alternative technology to the popular high-bandwidth...
Wednesday at 8:56 PM
This is basically HBM, next generation. It's still vertically stacked DRAM dies with TSV connections on top of logic base die.
Wednesday at 8:56 PM
B
This is a new economy..... Its not about Revenue or earnings or free cash flow .... its about aspirations and affirmations. Terafab is...
Wednesday at 8:15 PM
F
This is basically HBM, next generation. It's still vertically stacked DRAM dies with TSV connections on top of logic base die.
Wednesday at 7:15 PM
K
A lot will depend on cost per token vs interactivity profile of different suppliers plus effectiveness of agents. If NVIDIA gets to a...
Wednesday at 6:54 PM