More Than Moore — sniff.trade

More Than Moore

More Than Moore - Dr.

9 episodes · 13 trades · 2 speakers

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@More Than Moore

2w

Intel Starts Shipping High-NA EUV Silicon — Coming to a Panther Lake notebook near you! In April 2024 I pulled on a bu

IDEAS · 2

ASMASMLLONGASML's High-NA EUV machines are defying bear-case cost concerns with 10-20 orders already booked and production scaling to 20 per year.$1,622-7.33%›INTINTCLONGIntel is front-running the High-NA EUV transition, successfully achieving matched yields on Panther Lake chips to gain an edge over TSMC.$88.56-8.13%›

@More Than Moore

4w

Q&A with Micron’s VP and GM of Memory — The Opportunity and Demand of DRAM + HBM Memory is one of the foundational tech

IDEAS · 1

MUMULONGMicron's memory capacity is completely sold out through 2026 as the AI supercycle drives unprecedented demand for its power-efficient HBM.$809.38-30.59%›

@More Than Moore

1mo

LPDDR6: Samsung/SK Hynix at ISSCC 2026

IDEAS · 3

SKHSKHXLONGMemory is sold out through 2028 and demand for high-speed AI memory keeps climbing, lifting DRAM makers—IDEA›SMSSMSNLONGSamsung shipped power-efficient LPDDR6 silicon into a sold-out memory market moving toward automotive and edge AI—IDEA›MUMULONGx86 and AI chips adopt LPDDR5X at scale in tiered memory, lifting low-power DRAM volume and pricing.$809.38-22.51%›

@More Than Moore

2mo

An Update on the Timing Industry

IDEAS · 1

SITSITMLONGSiTime is the leader in tiny silicon timing chips, and AI, optical networking, and self-driving all need way more of them.$526.76-32.62%›

@More Than Moore

3mo

IBM's Spyre AI Accelerator Deep Dive

IDEAS · 1

IBMIBMLONGSpyre marks a commercial AI win for IBM, pairing inference silicon with its mainframe and consulting moat$220.66-9.02%›

@More Than Moore

3mo

Q&A with Synopsys CEO Sassine Ghazi

IDEAS · 1

SNPSNPSLONGAs chips get harder to design, the company whose software and building-blocks sit at the center of that process gets more essential.$387.91-7.80%›

@More Than Moore

3mo

An Interview with Pat Gelsinger (2026)

IDEAS · 1

CRMCRMSHORTAI agents can do the white-collar work these software seats were sold for, so customers buy fewer seats and the old SaaS giants shrink.$187.96-6.44%›

@More Than Moore

5mo

AMD's Ryzen 7 9850X3D: A Review

IDEAS · 2

MUMULONGAI data-center buildouts are eating up memory chip supply, so DRAM prices keep climbing and the companies that make those chips benefit.$809.38+100.96%›AMDAMDLONGAMD is ahead of everyone at the advanced chip-stacking that lets it pack extra fast memory onto its processors, a manufacturing edge rivals haven't matched.$485.11+139.63%›

@More Than Moore

6mo

An Interview with AMD CTO Mark Papermaster

IDEAS · 1

AMDAMDLONGAMD pulled off a decade-long rebuild and now competes at the top of CPUs, GPUs, and AI systems at once, a structural edge the author frames admiringly.$485.11+86.92%›