Small sample, anecdotal. Hit rate = share of tracked calls in profit now.
“Customers want P-cores. Intel is literally converting 18A capacity to Intel 3 so that they can expand Granite Rapids”
“IMO, Marvell wants to be the number 1 player in scale in/optical interconnects They want to combine the IP from both Celestial and Lumentum and establish a massive moat”
“Nvidia also reduced the NVLink bandwidth per GPU from 1.8 TB/s ... to 1.5 TB/s ... AMD now has a higher HBM bandwidth (23.3 TB/s) as well as a higher scale-up bandwidth (1.8 TB/s)”
“LMAOOOOO Hynix and Micron fucked up [quoting jukan05: NVIDIA has officially lowered the HBM4 pin speed. 11.7-> 9.3Gbps]”
“LMAOOOOO Hynix and Micron fucked up [quoting jukan05: NVIDIA has officially lowered the HBM4 pin speed. 11.7-> 9.3Gbps]”