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B
By "change", I take that you mean technology.
Panning out to longer time horizons, every participant is "changing" about as much. No...
Jun 4, 2026
Y
Bless AI...... Turning coal into diamonds!
Jun 4, 2026
F
Having a hard time finding a copy of this that isn't paywalled...
Jun 4, 2026
TAIPEI, June 4 (Reuters) - Foxconn said on Thursday it will work with U.S. chipmaker Intel to jointly develop and deploy next-generation...
Jun 4, 2026
B
By "change", I take that you mean technology.
Panning out to longer time horizons, every participant is "changing" about as much. No...
Jun 4, 2026
M
LBT speaking at Computex was nice. DZ speaking on the 2nd was more informative (read the transcript, NOT the AI).
Jun 4, 2026
B
Indeed, just like Nvidia and the other "AI" companies.
Jun 4, 2026
M
FYI: As I have mentioned before, GPUs were a huge push at Intel around the same timeframe. Many people thought GPUs were the future of...
Jun 4, 2026
M
So Micron, Hynix and Samsung DRAM market share are about they same as they were 7 years ago. Correct? and the HBM market share for...
Jun 4, 2026
B
Yeah, people said that about me a lot. Too old to change😄
Hynix said it will be 2030 to see things "improve", (or "deteriorate"...
Jun 4, 2026
Indeed, just like Nvidia and the other "AI" companies.
Jun 4, 2026
I can't post full slides here for reasons, but I found a Nvidia customer brief in 2011 that had a few interesting take-aways:
- Nvidia...
Jun 4, 2026
B
How cynical....
There is a supply crunch dont you know
Jun 4, 2026
I am sure the three musketeers will tacitly pace new capacity to exact maximum profit for as long as they can.
The wild card is CXMT...
Jun 4, 2026
B
I am sure the three musketeers will tacitly pace new capacity to exact maximum profit for as long as they can.
The wild card is CXMT...
Jun 4, 2026
Like.
By "change", I take that you mean technology. Panning out to longer time horizons, every participant is "changing" about as much. No...
Daniel Nenni posted the thread Foxconn and Intel team up to build next-gen AI systems in SemiWiki Main Forum ( Ask the Experts! ).TAIPEI, June 4 (Reuters) - Foxconn said on Thursday it will work with U.S. chipmaker Intel to jointly develop and deploy next-generation...