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So a lot of people think Intel has an execution issue, and they do. But they also currently have the wrong strategy.
When Steve Jobs...
Thursday at 4:33 PM
S
even though in practice everyone knows there are loop holes, not just for cadence but the whole EDA industry, having something like this...
Thursday at 4:29 PM
X
I asked an Nvidia friend about this last week. He said it is not true and he would know. Of course it could be some black ops skunk work...
Thursday at 4:23 PM
F
Probably not the memory division but the Texas logic fab will be the crash test dummy. I am a big fan of Elon, he has done some amazing...
Thursday at 4:00 PM
I asked an Nvidia friend about this last week. He said it is not true and he would know. Of course it could be some black ops skunk work...
Thursday at 3:37 PM
X
An Update on this exchange - https://www.cnbc.com/2025/07/31/china-probes-nvidia-h20-chips-for-tracking-risks.html
(Bolding below is...
Thursday at 3:02 PM
So much for the idea the Chinese "need" nerfed US AI chips. If the government is doing this you can bet the Chinese have alternative...
Thursday at 2:57 PM
P
He met a commerce minister, but few Americans realise how little it means. It's in America when you meet government people, it's a big...
Thursday at 2:56 PM
B
Personally I do not think IFS will be shut down. Lip-Bu set low expectations and will beat them, that is how he works. It is the...
Thursday at 2:54 PM
B
Samsung hasn't had a good yielding process since like 8nm? that was the last time i saw them ship large dies in volume.
Thursday at 2:54 PM
S
https://www.trendforce.com/news/2025/07/30/news-samsung-reportedly-mulls-further-taylor-expansion-after-tesla-deal-possibly-adding-advanc...
Thursday at 2:37 PM
S
Less money for Cadence I guess.
That Chinese university has close ties to Phytium and Chinese supercomputer efforts.
Thursday at 2:35 PM
S
22/28nm business reaches record high, accounting for 40% of Q2 revenue
Second Quarter 2025 Overview:
Revenue: NT$58.76 billion...
Thursday at 2:33 PM
S
The objective is to keep China hooked on US supply but permanently behind techwise.
Thursday at 2:32 PM
S
So much for the idea the Chinese "need" nerfed US AI chips. If the government is doing this you can bet the Chinese have alternative...
Thursday at 2:21 PM