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Yes, Intel 14A provides an opportunity for Intel to improve its manufacturing capabilities. However, the time pressure is enormous...
Jun 9, 2026
M
Will Elon acquire IFS, then set up a cot in each fab, and have the teams open the SMIF pods and start digging around? Maybe while he has...
Jun 9, 2026
S
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 9, 2026
C
Yeah I remember when I was new to the game and didn't know what I didn't know and assumed I could do whatever I wanted without...
Jun 9, 2026
C
Yeah I remember when I was new to the game and didn't know what I didn't know and assumed I could do whatever I wanted without...
Jun 9, 2026
Yes, it's for inference. It won't displace HBM but complement it and ease the demand for it.
Jun 9, 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 9, 2026
F
It's recently proposed by SanDisk, in 2025. They are trying to get people on board, so far only SK hynix has engaged. So there are no...
Jun 9, 2026
Is this something that existed and has been re purposed for AI Inference? Or is it newly designed? Why have I not heard of this?
Jun 9, 2026
F
It's probably too late and too complicated for Nvidia to enter the client operating system market, especially considering the huge...
Jun 9, 2026
S
His online army will there to support.
Dont worry for Musk
Jun 8, 2026
S
Elon Musk told Ron Baron he's building a chip that will be 2 to 3 times better than NVIDIA - at 10% of the cost "I have the entire...
Jun 8, 2026
B
His online army will there to support.
Dont worry for Musk
Jun 8, 2026
B
Elon Musk told Ron Baron he's building a chip that will be 2 to 3 times better than NVIDIA - at 10% of the cost "I have the entire...
Jun 8, 2026
S
Elon Musk told Ron Baron he's building a chip that will be 2 to 3 times better than NVIDIA - at 10% of the cost "I have the entire...
Jun 8, 2026
hist78 replied to the thread LIVE: Intel CEO Lip-Bu Tan speaks at COMPUTEX.Yes, Intel 14A provides an opportunity for Intel to improve its manufacturing capabilities. However, the time pressure is enormous...
Like.
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...
Yes, it's for inference. It won't displace HBM but complement it and ease the demand for it.
Daniel Nenni replied to the thread How does the HBF vs Xpoint technology.Is this something that existed and has been re purposed for AI Inference? Or is it newly designed? Why have I not heard of this?
Haha.
His online army will there to support. Dont worry for Musk
Wow.
Elon Musk told Ron Baron he's building a chip that will be 2 to 3 times better than NVIDIA - at 10% of the cost "I have the entire...