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K
I bought a decent amount of ARMH before softbank bought them. It was nice getting the bump for sale but I wished they had remained...
Friday at 11:28 AM
K
Arm is now a fabless chip company too (AGI CPU). With a PE ratio of about 519. I don't get it, but some of my friends laugh at me for...
Friday at 11:27 AM
K
If you look at the Tenstorrent wormhole story, and then read about how the SambaNova chip works, there's a lot of similarity at a high...
Friday at 11:27 AM
K
The Tenstorrent chip would probably make for an uncompetitive DPU without a complete redesign. DPUs (I despise that name) require...
Friday at 11:27 AM
F
US claims China has ASML tool
RESTRICTION BREACH: ASML said that it denies ‘unfounded rumors regarding non-compliance with export...
Friday at 10:46 AM
F
TSMC suit may be patent trolls
BAD FAITH LITIGATION? The two companies, owned by a California-based private equity firm, could be...
Friday at 10:45 AM
M
Additional points:
Replacing long copper electrical paths with optical links can reduce reach-related loss, improve bandwidth density...
Friday at 10:41 AM
F
Oh, I'm not available, regretfully, but thanks for the invite!
Friday at 9:58 AM
F
If you could only invite one more “person” to your annual backyard BBQ party this weekend, who gets the last spot - Intel or Fred Chen?
Friday at 9:57 AM
If you could only invite one more “person” to your annual backyard BBQ party this weekend, who gets the last spot - Intel or Fred Chen?
Friday at 9:40 AM
I bought a decent amount of ARMH before softbank bought them. It was nice getting the bump for sale but I wished they had remained...
Friday at 9:31 AM
TSMC notes from SPIE:
High-NA EUV remains challenged in yield as stochastic defect makes high-NA EUV linewidth roughness even harder to...
Friday at 9:29 AM
Intel at SPIE-Feb, from 2024 to 2026, which team is talking, Dev or Prd?
Friday at 9:08 AM
Who's right then -- Intel or Fred? ;-)
Friday at 9:01 AM
Indeed, this must have gone thru TSMC's thinking, perhaps Samsung too?
Friday at 9:00 AM