Array
(
[content] =>
[params] => Array
(
[0] => /forum/whats-new/latest-activity?before_id=113718
)
[addOns] => Array
(
[DL6/MLTP] => 13
[Hampel/TimeZoneDebug] => 1000070
[SV/ChangePostDate] => 2010200
[SemiWiki/EmailDomainReplace] => 1000010
[SemiWiki/Newsletter] => 1000010
[SemiWiki/WPMenu] => 1000010
[SemiWiki/XPressExtend] => 1000010
[ThemeHouse/XLink] => 1000970
[ThemeHouse/XPress] => 1010570
[XF] => 2031070
[XFI] => 1060170
)
[wordpress] => /var/www/html
)
You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please,
join our community today !
JavaScript is disabled. For a better experience, please enable JavaScript in your browser before proceeding.
You are using an out of date browser. It may not display this or other websites correctly.
You should upgrade or use an
alternative browser .
A
I think you misunderstood my point.
Intel ran through several process changes (not necessarily 5 full nodes, but still a much more...
Jun 8, 2026
F
Yes, it's for inference. It won't displace HBM but complement it and ease the demand for it.
Jun 8, 2026
F
First I have heard of it, thank you for the info. HBM is for training and HBF is for inference... Was HBF designed just for AI...
Jun 8, 2026
A
Given that CC Wei is saying that "Supply Won’t Meet AI-Fueled Demand for Years" the NOT TSMC Market has never been better. Lip-Bu is...
Jun 8, 2026
A
depends on chip size. there are 25M DC CPUs per year, 250M PC CPUs, 1.4B phone processors, IDK how many GPUs/TPUs
3M TPUS is a good...
Jun 8, 2026
This type of behavior, among other things, is exactly why more people are becoming increasingly negative toward data center development...
Jun 8, 2026
First I have heard of it, thank you for the info. HBM is for training and HBF is for inference... Was HBF designed just for AI...
Jun 8, 2026
From ChatGPT.
Jun 8, 2026
B
Given that CC Wei is saying that "Supply Won’t Meet AI-Fueled Demand for Years" the NOT TSMC Market has never been better. Lip-Bu is...
Jun 8, 2026
S
thank you for your reply. But it is indeed HBF rather than HBM, which is a new name from SK Hynix...
Jun 8, 2026
B
This type of behavior, among other things, is exactly why more people are becoming increasingly negative toward data center development...
Jun 8, 2026
Given that CC Wei is saying that "Supply Won’t Meet AI-Fueled Demand for Years" the NOT TSMC Market has never been better. Lip-Bu is...
Jun 8, 2026
This type of behavior, among other things, is exactly why more people are becoming increasingly negative toward data center development...
Jun 8, 2026
I remember when Nvidia took on the tablet market 10+ years ago. I was thinking, why? Same thing here...
Jun 8, 2026
Analysts said that Nvidia’s entry into AI PC market last week with its RTX Spark Superchip is less a breakthrough 'for regular users as...
Jun 8, 2026
Like.
First I have heard of it, thank you for the info. HBM is for training and HBF is for inference... Was HBF designed just for AI...
Daniel Nenni reacted to hist78's post in the thread Farmer donates land for a park, city sells it for data center development — $10 gift became $10M for city government, with $30M tax expected over next with
