drinkingtech @drinkingtech
Joined September 2008-
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Did you know? The FCC report for the iPhone 16e revealed several system block diagrams and partial schematics That's really cool stuff. You can see how they used 10 antennas, definitely the most complex RF system I’ve ever seen. fccid.io/BCG-E8726A
ever wonder what it takes to build a revolutionary computer from scratch? > this book pulls you inside the pressure cooker; where engineers race against time, push limits, and pour their lives into silicon dreams. > a raw look at innovation, obsession, and the human side of…
ARM's new μarches added to the block diagram repo Scarce info this year, these diagrams will be updated and mistakes corrected once more devices are released μarch Block Diagrams: bit.ly/32qLLew μarch Cheat Sheet: bit.ly/2JTplfJ #ARM #CPU #MicroArchitecture
艦長J快訊 進入OOO的大唬爛時代？ 2025/9/11 一家手上大概只有200億美元現金、今年營業額130億美元左右的O(1) 公司，跟供應商下了未來五年3000億美元的保證採購合約，讓供應商可以藉此去貸款拿到足夠的錢做資本支出；背後主要理由是O(1)公司宣稱自己的業績在2030可以成長到 2000億美元。 供應商…
> be me > Larry Ellison > own a database empire, a sailboat, and a disdain for poor people > OpenAI wants to build AGI > needs compute > *a lot* of compute > like “$300B GPU cluster in a volcano” levels of compute > "Hello. I own Oracle Cloud. Also, I’m rich." > sign $300B GPU…
We're launching a FREE online tool for mapping all the fabs in the world, including capacity, node, etc We have data on 1500 fabs globally, but need help for complete thoroughness Paid internships or full time job to help us track down the details Apply 👇 forms.gle/6fzuV2geuz1Po4…
麻省理工学院 NANDA 研究发现，仅有 5% 的组织成功将 AI 工具大规模投入生产 美国公司已在生成式 AI 项目上投资了 350 亿至 400 亿美元，然而到目前为止，几乎血本无归。 根据麻省理工学院 NANDA（网络 AI 智能体与去中心化人工智能）项目的一份报告 [PDF]，95% 的企业组织从他们的 AI…
AMD 2Q25 - Revenue up 3% q/q and 32% y/y to $7.7 (above mid pt guidance) - Except DC, all end markets up q/q in QJun - All-time-high quarter for PC CPU and server CPU - Export controls affected DC GPU sales; down y/y and q/q - DC revenue down 12% q/q and up 14% y/y to $3.2B;…
China's Semiconductor Equipment Industry Enters Advanced Processes like HBM and 5nm Although the Chinese semiconductor equipment market contracted in the first half of this year, equipment companies are improving profitability by advancing into cutting-edge processes. According…
最近听各类油管节目，动不动就是中国经济衰退或者直接脆断，印度腾飞，日本复苏，美国经济快速增长啥的。 就我听着很不服气啊，就都是啥啊张口就来，所以我把有代表性的几个国家拎出来，然后给他们的各类经济表现下了定义，就有觉得不对的，欢迎给出理由，否则接下来就以我自己做的这张表为准了。。
See below for YMTC progress vs competitors. It expects to reach 6th gen XTacking 5.0 product in 2026 w/ 4xxL product SK is currently working on 321L 3D NAND. Since 2022 sanctions stopped shipment of 128L tools to YMTC, it's worked hard w/ AMEC/NAURA/Piotech to restore advancement
今天央行下调了RMB/USD的官方汇率 35点, RMB升值应该是今天这波港A涨势的主要推手. 整理一下从24年8月开始关注各种港A标的的思路. 核心的思路其实就一点: 美联储放水降息, 中国央行也会获取放水空间, 会给中国政府处理通缩问题更多的操作空间, RMB 会出现升值, 中国资产标的就会跟着升值.…
來自財報狗threads 三星發布 Q2 獲利明顯衰退，個人猜測主要是 HBM3E 熱功耗持續無法通過 NVIDIA 測試，因此需一次性打消相關存貨。海力士和美光在製程上與三星有和不同，使得兩者在 HBM 熱功耗上的表現優於三星？ 美光 HBM 相關製程與三星不同之處： - 美光 1α/1β 製程沒有採用…
NVIDIA GPU Sales Scenarios
🚨 Brand new details on Huawei’s Ascend 910C chip and CloudMatrix384 system! A new paper from Huawei confirms what we suspected about the architecture, throughput, and HBM of the Ascend 910C NPU. More details: 🧵
Client PC PCIe 6.0 x4 SSDs offering up to 32 GB/s bandwidth are not arriving until around 2030 due to high implementation costs, according to Silicon Motion CEO. tomshardware.com/pc-components/…
I’ve recently been asked why I seem to “talk up” Huawei—whether I’m some pro-China admirer of the company—so I’d like to lay out my real view. First of all, I’m not fond of Huawei. Time after time, Huawei has promised “win-win cooperation” with Korean SMEs, yet the outcome has…
对于刚刚开始进行 Mac 的小伙伴，建议不要使用 App Store 进行下载 Xcode，会有很多莫名其妙的问题。 推荐使用 Xcodes，开源免费好用。 github.com/XcodesOrg/Xcod…
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