Nvidia's first cost disadvantage versus AMD in a decade
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RISC-V Is The Standard For non-user-facing functions.
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1
Nvidia Is Playing A Different Ball Game
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5
iPhone 14, Jio, Samsung, and Meta Updates
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Gate All Around, 3D NAND, and 3D DRAM Metrology And Inspection
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Astera Labs Leo has a feature and time-to-market advantage.
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All advanced logic, DRAM, NAND, and CMOS image sensor fabrication is dependent on Austria
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But will products utilize this in volume?
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Broadcom Tomahawk 5, Cisco Silicon One, Nvidia Spectrum-4, Marvell Teralynx 9, Intel Tofino 4
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2
Future CXL Products From 20 Firms Reviewed
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2
We are bearish on GlobalFoundries.
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Density & Cost comparisons between all 6 NAND flash fabs, China's YMTC hiding technical details despite shipping world's densest NAND, Chips 4 Alliance…
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3