The Hot Take: Interesting move for the two of them.
As Intel joins Elon Musk's TeraFab project, Lip-Bu Tan expects Elon Musk to reimagine the semiconductor industry.
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The Hot Take: Intel & Samsung need to catch up to bring prices down.
As the artificial intelligence (AI) era advances, approximately 133 companies are actively developing or selling AI chips, according to a SEMIEcosystem report citing Jon Peddie Research. Major suppliers include Nvidia, AMD, Broadcom, and Google, alongside numerous startups focusing on edge AI solutions.
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The Hot Take: When you fix RAM prices you'll get this. Wonder when the Class Action Suites for pricing fixing get started.
Samsung Electronics is expected to deliver one of its strongest quarterly performances on record, driven largely by a sharp upswing in the global DRAM market. Forecasts for Q1 2026 point to operating profit reaching approximately $23.
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The Hot Take: Seems like theses new "Solid-state" batteries are some goal for something other than battery life. I can understand with lit-ion being unstable in extreme head, makes sense. I doubt its just for mobile though.
Battery tech is moving rapidly forward. We have a new milestone and a potential candidate to replace good old lithium-ion batteries.
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The Hot Take: It appears intel is back on the offensive and actually innovating again. This is what competition is supposed to bring us.
Intel's next-gen Nova Lake-S CPUs will feature a 44-core "Dual Compute Tile" CPU config instead of a 42-core configuration. Intel Nova Lake-S 42-Core Desktop CPU Spec Upgraded To 44 Cores, Retains Dual Compute Tile Config With bLLC A few months back, we reported that Intel was working on a range of Nova Lake-S Desktop CPUs that will come inΒ 52, 42, 28, and 24 core configurations, all featuring bLLC cache. It looks like one of these SKUs will be getting a spec upgrade. As per Jaykihn, the 42-core spec has now been upgraded to 44 cores, featuring 16 P-Cores (2x8) and [β¦]Read full article at https://wccftech.com/intel-updates-nova-lake-s-desktop-44-core-dual-compute-tile-cpu/
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The Hot Take: Stop making claims, we'll see the actual here soon enough.
As hyperscalers seek efficiency and control from custom CPUs they build in house, they adopt Arm and 90% of servers running custom silicon will use the Arm ISA in 2029.
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The Hot Take: More GPU security issues, #FUN.
Two new Rowhammer attacks for GPUs have been discovered that can cause bit flips in VRAM to gain arbitrary read/write access over it. These attacks target page files and the page directory that are otherwise protected from electrical disturbance by the driver. By "massaging" these data structures into vulnerable regions where a bit flip can occur, the attacker can access even the CPU memory.
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The Hot Take: Google, Nvidia and not Intel all the suddenly make this amazing new tech at around the same time? Not buying it.
Intel is advancing texture compression techniques with its newly introduced Texture Set Neural Compression (TSNC) technology, a neural network-based approach designed to significantly reduce the size of texture assets used in modern graphics workloads.
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The Hot Take: Interesting.
Nvidia has just demoed its Neural Texture Compression technique again at a GTC talk, where it showed VRAM usage dropping from 6.5 GB to just 970 MB in a scene. NTC uses a neural network to decompress textures instead of standard block-based compression, reducing texture size and VRAM usage while also improving final image quality.
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The Hot Take: ARM appears to have miffed licenses already.
ARM's ecosystem is both expansive and pervasive these days, with Samsung's latest cutting-edge Exynos 2600 chips also leveraging ARMv9.3 CPU cores. Even so, Samsung is apparently taking its first tentative steps towards the open-source RISC-V architecture via a custom SSD controller chip. Samsung is tentatively exploring the RISC-V open-source architecture via a custom SSD controller chip, moving away from ARM's IP According to South Korea-based ETNews, Samsung's upcoming SSD lineup, called the BM9K1 and designed entirely in-house, will leverage a controller chip that is based on the open-source RISC-V architecture. For the benefit of those who might not be aware, [β¦]Read full article at https://wccftech.com/samsung-takes-first-step-away-from-arms-ecosystem-by-working-on-an-ssd-controller-chip-based-on-risc-v-architecture/
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