Reports filed under Semiconductors, newest first.
The posts share news regarding AMD PerfOpt, a software optimization tool. This tool is designed to enhance the performance of previous-generation Ryzen APUs specifically for AI workloads.
The thread reports on statements from the Micron CEO regarding the tightening supply of memory components. It specifically highlights that memory prices for 2027 are projected to be significantly higher than those for 2026.
The posts announce that AMD is sampling its Versal AI Core adaptive system-on-chip in a space-grade package. This hardware is designed to meet Class Y reliability standards for long-duration space missions lasting up to fifteen years.
The thread discusses the stock price performance of major semiconductor companies, specifically Micron, Western Digital, and SK Hynix. It highlights the discrepancy between Micron's record-breaking quarterly performance and its subsequent 3…
The thread discusses the release of open-source Ascend AI programming tools by DeepSeek and Huawei. These tools are intended to provide compute and communication libraries to reduce the industry's dependence on Nvidia's hardware ecosystem.
The posts discuss Micron's financial projections and market outlook. The company expects a stronger fiscal year 2027 than 2026 due to increased AI demand and tighter supply and demand conditions in the memory and storage sectors.
The thread reports Micron's record-breaking fiscal 2026 results, exceeding analyst expectations for revenue and EPS. It highlights the company's plan to significantly increase capital expenditure in 2027 to expand cleanroom capacity.
The posts report on the official presentation of a new Russian CAD system for analog chip topology design. The tool is intended to replace foreign solutions and was demonstrated on a computer using a Baikal-S processor and Astra Linux opera…
The posts discuss the ongoing global memory shortage caused by high AI infrastructure demand and limited manufacturing capacity. They highlight that expert forecasts on when supply will meet demand vary significantly, ranging from the near …
The thread discusses potential price increases by Intel and AMD for specific CPUs and chipsets in 2026, with Intel confirming some increases and AMD reporting possible hikes without official confirmation. It also touches on the impact on re…
The posts report on the record-breaking demand for semiconductors driven by global AI growth. This demand is significantly boosting South Korea's export figures.
The thread discusses Huawei's development of a 122TB SSD using proprietary chip packaging technology, highlighting a significant technological advancement by the company.
The thread discusses Applied Materials' Q4 earnings, which exceeded expectations due to strong demand for AI chip tools, highlighting positive developments in the semiconductor and AI sectors.
The thread discusses an article from Handelsblatt about the return of classical processors and Intel's last chance in the technology sector. The posts highlight the significance of this development in the context of technological innovation…
The thread discusses Intel's strong financial results and the performance of its upcoming 14A process compared to early 18A yields, indicating a shift in the company's capabilities and market position.
The thread discusses Google's release of the 8th-generation AI chips 'TPU 8t' and '8i', highlighting their enhanced computational capabilities, expanded memory capacity, and potential to significantly reduce the development time of advanced…
Elon Musk's TeraFab is set to use Intel's 14A process technology for AI chip manufacturing, with SpaceX handling high-volume production in a potential Intel tech licensing deal. The development highlights collaboration between SpaceX, Intel…
The thread discusses Google's announcement of the eighth-generation TPU chips, '8t' and '8i', which are designed to separate learning and inference processes to maximize efficiency. This development is significant in the AI industry as it m…