313 posts
The Hot Take: Again this is a great sign that Intel is definitely clawing back.
In a mutually beneficial deal, Intel repurchases 49% of Fab 34 from Apollo for $14.2 billion, reducing pressure on its margins, but paying a hefty $3 billion premium to the financial company.
Read the full articleThe Hot Take: The Fab competition is heating up states side from the look of it.
A new report claims TSMC wants an Arizona âGigaFabâ cluster that can rival what it produces in Taiwan. DigiTimes says TSMCâs US plans have already âexceeded expectationsâ and the outfit is now eyeing a total of 12 fabs. The idea is to mirror the kind of fab network it runs in Hsinchu, Taiwan, only with more cactus and less typhoon risk. The report reckons TSMCâs and Taiwanâs combined US investment could hit half a trillion dollars, with the spending framed as groundwork for something bigger than a couple of token plants. That is a lot ofâŚ
Read the full articleThe Hot Take: So USA looks to be having 3 foundries that will be able to produce 2nm chips. This is great news.
Samsung Electronics has reportedly moved into the equipment installation and testing phase at its foundry in Taylor, Texas, transitioning from construction to operational setup for 2nm production. More than 3,000 engineers from Samsung and global equipment suppliers have begun gathering at the site, according to ET News, signaling the start of large-scale ramp-up activities.
Read the full articleThe Hot Take: This is GREAT indication that Intel is clawing its way back.
Intel's US$14.2 billion buyback of its Ireland fab stake signals a shift beyond austerity, reflecting improved finances, renewed confidence in AI-driven CPU demand, and a strategic move to regain full control of key manufacturing capacity amid persistent global semiconductor supply constraints.
Read the full articleThe Hot Take: Interesting. I mean with the limitless compute of quantum computing it's more than possible.
New research from Google suggests that future quantum computers will develop quickly enough to pose a risk to elliptic-curve cryptography, used in cryptocurrencies like Bitcoin, as soon as 2029, and its researchers say action should be taken now to prepare.
Read the full articleThe Hot Take: I'm sorry optimization is optimization. Stop crying.
Intelâs Binary Optimization Tool (BOT) has come under scrutiny following a technical analysis conducted by Geekbench, which examined how the software impacts benchmark performance.
Read the full articleThe Hot Take: Following intels steps on the Arc? Also, how much space are the pre-compiled shaders going to consume of diskspace?
NVIDIA has introduced a new beta feature called Auto Shader Compilation, or ASC, through the latest NVIDIA App update, and it targets a familiar pain point in modern PC gaming: long initial loading phases and shader compilation stutter in DirectX 12 titles.
Read the full articleThe Hot Take: I love they have a virtical mouse too, but this doesn't look mechanical and they're focus last I knew was on Ai products. Nothing i'll be using any time soon, but hopefully gets others to get more options to market.
Razer has introduced the Pro Type Ergo wireless keyboard, expanding its productivity-focused lineup with a device that blends ergonomic design and integrated workflow controls.
Read the full articleThe Hot Take: Let's milk the architecture untit the pleebs scream, beg and plead for a new architecture... All while ringing out as much cash from the Ai market......
Thereâs an easier way: A manufacturer could simply release the most expensive gaming graphics card in the series, and the market would eventually settle down. For NVIDIA, however, that moment seems to be a long time coming. Since early February, reports have been circulating that an even more powerful Blackwell modelâpositioned above the GeForce RTX [âŚ] Source
Read the full articleThe Hot Take: I really hope that the rumors of Intel following AMD with keeping chipsets and sockets around longer. This new board and chip with these prices is crazy expensive these days.
With some leaks, a single screenshot is enough to keep the rumor mill churning for a few days. With Intel Nova Lake-S, things have gotten a bit more uncomfortable for anyone still hoping for a loose collection of speculations: Since early February, several separate clues have emerged that all point in the same direction. First, [âŚ] Source
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