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D
20%-30% at the price of TSMC is possible .
Jun 10, 2026
TPU v7 is already in operation, and TPU 8t and TPU 8i are expected to go online by the end of 2026. For this potential TPU deal with...
Jun 10, 2026
TPU 7 picture from https://www.servethehome.com/this-is-the-google-tpu-v7-ironwood-chip/
Based on the die size of HBM3E memory (11x...
Jun 10, 2026
I believe this is only an advanced packaging design win for Intel Foundry not wafer order.
But lets do rough math exercise on what if...
Jun 10, 2026
D
TPU 7 picture from https://www.servethehome.com/this-is-the-google-tpu-v7-ironwood-chip/
Based on the die size of HBM3E memory (11x...
Jun 10, 2026
K
Except when Full Self-Driving (FSD) time dilation sets in. In that case, every promise, from 3 months to 3 years actually takes infinite...
Jun 10, 2026
D
I believe this is only an advanced packaging design win for Intel Foundry not wafer order.
But lets do rough math exercise on what if...
Jun 10, 2026
D
I don't know about PG being their financial supporter and being on advisory board but they have been working together for a long time...
Jun 10, 2026
D
Intel has been working with PDFS for a while .. back to the Pat G days. Pat is a financial supporter and drives their Advisory Board.
Jun 10, 2026
Which subscription plan are you using?
Jun 10, 2026
M
The IPO marketing blitz is in full effect now.
Jun 10, 2026
B
Absolutely.
This is currently displayed next to Fable 5 (the new model), both on enterprise and personal plans
After everyone is nice...
Jun 10, 2026
F
Absolutely.
This is currently displayed next to Fable 5 (the new model), both on enterprise and personal plans
After everyone is nice...
Jun 10, 2026
E
Yes, plus AMD and others which is different this time around. TSMC N2 is in HVM since December. It will be interesting to see if it is...
Jun 10, 2026
E
Too bad that so many people are waisting their energy on discussing EM and how he likes to burn other people's (especially the small...
Jun 10, 2026