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Josh128's latest activity
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Josh128
replied to the thread
Question
AMD 2Q25 Earnings
.
I mean crazy, parabolic stock breakout NV style. It looked like it might finally do so from Oct '23 to Feb '24, but gave back 100% of...
Aug 6, 2025
Josh128
reacted to
Win2012R2's post
in the thread
Question
Zen 6 Speculation Thread
with
Like
.
It seems to me that this is just parametric binning, unless CCDs have different masks those are the same chiplets
Aug 6, 2025
Josh128
replied to the thread
Discussion
Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025]
.
Ice Lake 10nm fiasco repeat.
Aug 6, 2025
Josh128
replied to the thread
Question
Zen 6 Speculation Thread
.
Nobody knows yet. Nobody.
Aug 6, 2025
Josh128
replied to the thread
Question
AMD 2Q25 Earnings
.
No doubt helped by insanely bad press on Arrow Lake. People just always expecting a giant breakout in AI like what happened with NV...
Aug 6, 2025
Josh128
reacted to
adroc_thurston's post
in the thread
Question
AMD 2Q25 Earnings
with
Like
.
Lmao that's not how any of that works. No, it's beat on rev and inline EPS.
Aug 6, 2025
Josh128
replied to the thread
Discussion
Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025]
.
C'mon, everybody knows that Sagat hails from Taiwan and practices Muay Tai.
Aug 6, 2025
Josh128
reacted to
511's post
in the thread
Discussion
Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025]
with
Like
.
@OneEng2 confusing Venice and Turin is one thing and confusing Thailand and Taiwan is another lmao unless TSMC is Thailand...
Aug 6, 2025
Josh128
reacted to
Doug S's post
in the thread
Discussion
Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025]
with
Haha
.
Or worse, Taiwan :cool:
Aug 6, 2025
Josh128
replied to the thread
Discussion
Zen 5 Speculation (EPYC Turin and Strix Point/Granite Ridge - Ryzen 9000)
.
Thats a function of the CPU to sustain high 1t boost frequencies. The CPU "hands off" the load between preferred cores to allow cores...
Aug 5, 2025
Josh128
replied to the thread
Discussion
Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025]
.
lol Pet Gelsinger. It got me too for about 5 seconds while I was thinking "Why tf would Pat be replying to this shill on Xitter?", then...
Aug 5, 2025
Josh128
replied to the thread
Discussion
Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025]
.
I never read anything about him working for free in his post or the thread. Who is this Meng dude? Can you share some fun links?
Aug 5, 2025
Josh128
replied to the thread
Discussion
Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025]
.
Quiet quit for a PhD?? Sounds like bro needs to quit whining, get his a$$ to work, and actually do some work for the undoubtedly high...
Aug 5, 2025
Josh128
replied to the thread
Discussion
Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025]
.
Sounds like Ice Lake all over again. Not sounding good at all.
Aug 5, 2025
Josh128
replied to the thread
Discussion
Zen 5 Speculation (EPYC Turin and Strix Point/Granite Ridge - Ryzen 9000)
.
Hmm, now that you mention it, nothing about this leak says Ryzen...being AMD likes to disappoint the enthusiasts and all, I bet the dual...
Aug 4, 2025
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