Day: December 29, 2025

As hyperscalers shift from AI training to inference workloads, the need for high-capacity memory is surging. While HBM benefits, NAND is also in high demand. SanDisk reports an undersupplied NAND market through the end of 2026, with customer conversations now pointing to tight supply extending into 2027, according to Yahoo! Finance and IT Home. According […]

We’ve hammered the server really, really, hard, and it could use a rest. From now until the end of the month, if you could run big tasks, that would allow the server to catch up. If it fits with your plans, please ease up and do NOT run the small tasks like PPSE and GFN-16. […]

I think the title should be amended to have Hammer Lake to keep Hammer Lake conversation here for the time being @Tigerick. I wonder what happened to Titan Lake. Seemed to be on Desktop as well and be the first Unified Core and now it’s akin to Meteor, Lunar and Panther Lake (Meteor and Panther […]

Ether faces mounting downside pressure as prolonged underperformance, shifting macro conditions, and cross-asset comparisons raise the risk of a deeper slide, with Bloomberg Intelligence warning the market may be closer to testing lower levels than reclaiming prior highs. Bloomberg Strategist Sees Ether Sliding Toward $2,000 Amid Macro Headwinds Bloomberg Intelligence senior commodity strategist Mike McGlone […]

People put up the anti-DEI argument because racism is a powerful force, even if it will hurt their economic positioning. We know this to be true because slavery and Jim Crow persisted each for decades. This is all well and good. Racism is a powerful force. So where do we go from here? Clearly according […]

N4P is supposed to be -22% power @ iso-perf relative to base N5. Relative to N5P, however, TSMC’s numbers give something like +4% perf, iso-power, or -7% power, iso-perf. Honestly, kinda marginal gains. Does beg the question, however. With Zen 5 widely expected to bring a much “bigger” core, but only small improvements on the […]

If this is true, and I believe it could be true, it is quite sad, because NVIDIA cannot get enough wafers even if they wanted to (they could be going to Samsung for cost but it is not like they could go all TSMC anyway).As for AMD, to partner exclusively with TSMC they need to […]

I think the title should be amended to have Hammer Lake to keep Hammer Lake conversation here for the time being @Tigerick. I wonder what happened to Titan Lake. Seemed to be on Desktop as well and be the first Unified Core and now it’s akin to Meteor, Lunar and Panther Lake (Meteor and Panther […]

As part of its plan to accelerate the “construction of a financial power” and develop the digital yuan, the Central Bank of China has announced that it will allow commercial banks to pay interest on digital yuan deposits. China To Pay Interest On Digital Yuan Deposits The digital yuan is about to reach parity with […]