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Zen 5 already has extremely impressive memory bandwidth. A 192 core EPYC CPU has over committed memory bandwidth twice as much as a 16 core AM5....
Do you expect a Santa rally, this year?
They already have SP5/SP6 with 12 memory lanes and CPUs with up to 192 cores (256 expected in the next year). You are clear to pick up one or...
In roughly a month, AMD is set to drop a couple more X3D chips, the 9600, and RDNA 4. It will be a strong month for AMD. While sifting through...
I'm sorry to read you are a free agent, M123. You will land on your feet. Best wishes to you in the markets and in life. :cool:
I'm right there with you, RTN. I am certain Elon's politics have negatively impacted Tesla and in a significant way. Of course, it would be...
Tesla just brought their Texas lithium refinery online. It's been two years in the making. It is the only lithium refinery currently operating...
I wonder how much of this recent bounce is caused by Bill Gates shoring his short position on Tesla.
I find the the Fujitsu A64FX processor complex and it's proposed successor Monaka to be highly interesting. Perhaps these supercomputer chips are...
TSMC have said their 2nm node will be online at production scale by April. Thats four months from now. That means they are sampling now. In...
Pat Gelsinger now saying "yield %" is not a good metric. No kidding. I swear, the world is full of morons. "yield %" means as much as "chance...
I like this thread. It is appropriately negative. Thank you, M123. For quite some time, startups weren't failing. They were bad ideas, run by...
$TSLA has now exceeded $1T market cap.
First, 18A yields were super high; way better than expectations. Now, 18A yields are said to be abysmal. The latter is more easily believed....
You were right. It sounds like 3D cache will be single CPU CCD for both Zen 5 and Zen 6. Even after the next gen is released, it will remain...
I remember when AMD was working with SuperMicro to make AMD servers. That was about 20 years ago. I had not heard of SuperMicro before that....
So, here's a thought. I understand the government plans to pay Intel to build out new fabs in the US and do so very quickly. This is undoubtedly...
Give it a flyer for a couple of years. If you crater the company, you'll still have $75M and you can try your hand at another company as CEO to...
Carlos Tavares out. Now what? I would think Stellantis is going to lose a lot of brands to the Chinese, best case. What is the likely case?...
Gelsinger now walking at street level carrying a box of squeezy foam stress toys topped by his name plate.
