Josh128's latest activity
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Josh128 replied to the thread Discussion Zen 5 Speculation (EPYC Turin and Strix Point/Granite Ridge - Ryzen 9000).Its not the same CCD. AMD confirmed that somewhere (I dont have a link at the moment)-- it was produced on a low power track and uses... -
Josh128 reacted to Doug S's post in the thread Discussion Zen 5 Speculation (EPYC Turin and Strix Point/Granite Ridge - Ryzen 9000) with
Like.
Yes what a terrible engineering decision to make LOW POWER DDR conserve power! They should have anticipated people would inappropriately... -
Josh128 reacted to adamge's post in the thread Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025] with Like.
I thought Trump stopped all the CHIPS money from going to Intel months ago.
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Josh128 reacted to Joe NYC's post in the thread Discussion Intel's past, present and future with Like.
The investments are not meaningless. The US was in an irrecoverable decline, as an industrial power. There is no public money (the US...
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You mean BK?
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Josh128 replied to the thread Discussion Intel's past, present and future.Sue the executive branch of the government, yes. Who knows how the stock price will play out and what LBT will actually do, but this...
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Josh128 replied to the thread Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025].I didnt realize that, have any links? If thats the case, this isnt going away anytime soon. What a PR disaster. Intel cant catch a...
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Josh128 replied to the thread Discussion Intel's past, present and future.Trumps public statements that LBT should resign seems like a shareholder lawsuit just waiting to happen. His words directly affect a...
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Josh128 replied to the thread Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025].Trump just publicly called for Lip Bu Tan to step down. Stock down 3% pre-market. What a disaster....what next?
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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...
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It seems to me that this is just parametric binning, unless CCDs have different masks those are the same chiplets
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Josh128 replied to the thread Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025].Ice Lake 10nm fiasco repeat.
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Josh128 replied to the thread Question Zen 6 Speculation Thread.Nobody knows yet. Nobody.
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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...
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Lmao that's not how any of that works. No, it's beat on rev and inline EPS.
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