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How many versions on GaN does GF have to waste money on?

GF can't seem to get GaN right. They started with IMEC some years back, then bought a version from Ratheon, then the past few years have licensed or bought other flavors of GaN from TSMC and others. Why is GF wasting so much money to get a version of GaN working? Did they lose all their technology device/process talent? Something seems broken!!!


Quantum Could Be Tech’s Next Big Thing. But for Investors, It’s All About Timing.

Quantum is not even close to commercial viability despite what AK likes to spout.

https://www.wsj.com/tech/quantum-could-be-techs-next-big-thing-but-for-investors-its-all-about-timing-aeebc9ff

Quantum computing has made big strides in recent years, but there’s danger in getting in too early

By: Asa Fitch
Nov. 7, 2025 5:30 am ET

Quantum computing is drawing renewed attention owing to a recent advance from Google and talk of the U.S. government taking stakes in companies working on the technology. But the industry has a way to go before the rewards for investors outweigh some glaring risks.

Most U.S.-listed quantum stocks have risen sharply in recent months, including IonQ IONQ which has nearly doubled in the past six months, and D-Wave Quantum QBTS which has more than quadrupled.

That enthusiasm reflects budding interest in an industry that, like artificial intelligence, may become a crux of geopolitical competition that the U.S. seeks to dominate. But it also reflects quantum computing’s significant underlying promise.

Quantum computers make calculations differently than conventional computers. Instead of representing data with bits that can be either one or zero, quantum computers harness the quantum-mechanical properties of so-called qubits that can be a combination of the two at the same time.

That tweak allows quantum computers to juggle more possibilities at once, opening the way for solutions to problems that would take conventional computers a near eternity. A powerful quantum computer, for example, could test complex molecular combinations quickly, potentially leading to the rapid discovery of new dr-gs. Already, scientists have used quantum computers to identify materials that could make solar cells more efficient, simulate Airbus’s aircraft performance and optimize power grids.

But performance is uneven. Even today’s most advanced quantum computers for the most part don’t outperform regular computers in arenas where quantum computing should excel. That is mostly because today’s quantum computers don’t have electronic brains that are large enough and don’t fix calculation errors reliably enough.

And it has proven extremely difficult to build large and error-free quantum computers. Many of them have components that need to be cooled to near absolute zero for quantum effects to become usable. They are often physically large and delicate. International Business Machines IBM has been at it for about a decade and produces some of the most powerful quantum computers, but its most advanced system has just 156 qubits.

Analysts say quantum computers will need much larger numbers of qubits to tackle many problems ordinary computers can’t. IBM released a road map this year that lays out a path to 2,000 qubits in 2033. Google, the other Big Tech company considered a leader in the arena, has a quantum chip with 105 qubits and is aiming to hit a milestone of 1,000 qubits, although its timeline is less clear.

Google last month said its chip could make certain computations 13,000 times as fast as an ordinary computer, providing a taste of the advances that quantum computing could bring.

“Scalability is the primary question as you look from now to the next five years or the end of the decade,” said Wamsi Mohan, an analyst at Bank of America who covers the quantum computing industry. “If you can make them scalable then the usefulness of this technology really becomes quite significant.”

Who will win the scaling-up battle is far from clear. While IBM and Google have poured in money, so have their Big Tech rivals Amazon AMZN and Microsoft MSFT. One of the smaller listed quantum-computing players could also come in from below and prevail in the market. Or it could be a startup like PsiQuantum, which is building large-scale quantum computers in Australia and in Chicago, where it broke ground in September.

Quantum computing is so nascent that it isn’t even clear which basic technical approach to it will scale up best. Some companies, like IBM and Google, use materials cooled to near absolute zero. Others—including IonQ—use charged particles trapped and suspended in space. PsiQuantum uses the quantum properties of light.

For potential investors—including the Trump administration, which has denied The Wall Street Journal’s reporting late last month that it is considering taking stakes in companies including IonQ and D-Wave—there is therefore no lane for exposure to the quantum-computing phenomenon that doesn’t entail a big dose of risk. Any of today’s approaches could easily fail, just as Betamax lost out to VHS in the videotape format war decades ago. Early-stage government backing of one approach over another could also have the perverse impact of holding back the industry if the state bets on the wrong horse.

How long it will take to shake out is also uncertain. BNP Paribas analyst David O’Connor said in a recent note that quantum computing was now less of a science experiment than an engineering problem involving how to make computers bigger. That could take three or four years to work out, he estimates.

Whether that holds is hard to predict. But it seems likely that quantum computing will grow fast and generate significant returns for investors if those challenges get worked out. Mohan estimates quantum-computing revenue could reach $4.25 billion by 2030. That isn’t an incredible amount, but also nothing to laugh at: It is about what Nvidia NVDA was pulling in about a decade ago.

The question now is more one of when, not if, quantum computing becomes a technology worth investing in. And that could be a while.


OpenAI won't buy Intel's AI chips

OpenAI has been making it rain infrastructure deals. The AI startup just dropped another $38 billion on Amazon Web Services, adding to agreements with Oracle, Microsoft, AMD, and a plethora of other deals that total over $1 trillion this year so far. But there's one company conspicuously missing from the invite list to this very expensive party. Intel, the former belle of the Silicon Valley ball, is now watching everyone else dance.

So when OpenAI came knocking in 2017, hat in hand, asking Intel to invest in their fledgling AI startup, Intel said no thanks. Why would the king of computing need to bet on some nonprofit's sci-fi dreams?

Now, Intel is the one begging for a seat at the table while OpenAI doesn't seem to be interested.

"Why go back to a firm that has an inferior product and also snubbed you?" said Tim Derdenger, an associate professor at Carnegie Mellon's Tepper School of Business.

https://semiwiki.com/forum/threads/openai-wont-buy-intels-ai-chips-says-associate-professor.24015/


compete

with clover slowing down our only choice is to compete. that means being fast and responsive with a modern architecture. much of fiserv is based on 1980's technology will a small group of people who resist change and sabotage progress. the key for leadership is to remove these roadblocks and then to execute at a high level the next two years. it's a daunting challenge to be sure


Stop whining about outsourcing and start workin'

Y'all given a mask and voila! the racism is revealed.
Listen, if you wonderful Americans were smart and effective, there is no need for the management to go around looking for "PoOr InDiAnS". They know Indians are smart, efficient, and get the job done for a decent paycheck. and oh my GOD how SLOW do you guys WORK? (Not all, of course, I've met multiple smart Americans but then there are the disgusting slackers) Your brains don't work coz you've been in the company for 25+ years and you all do such MIND NUMBING WORK, with no passion nor energy. But guess what? you get paid 4x for that. That's a waste of money, nah mate? Instead Indians here do the SAME Work, HALF the TIME, HALF the COST. Maybe if you dimwits pulled up your socks, stopped poking your nose in other people's business ("WhY iS He WoRkiNG fRoM HoMe" Sir, its 2025. We use TECHNOLOGY to get jobs done faster and smarter. Go back to 1925 if you want to work the way you want) you can maybe, one day, prevent jobs from getting outsourced. But nah, you all on here, ranting coz you know your job is on the line - warming seats in office for a hefty paycheck ain't helping you keep your job. Next time you wanna be a racist, ask yourself, "Am I qualified to be one?" coz chances are, you aren't. Pray for yourself, your family, and IF you have it within yourself, for others. Coz at the end of the day we are all corporate slaves.


Cisco is a status quote of the past

Those days Cisco file lawsuits against Huawei and Arista, Cisco thought it was too good.

Huawei now has a chip that is already 1,300 faster than the best chip out of NVIDIA, never mind Huawei has beeter phones than Apple. Of course networking equipment from Huawei.

Arista been eating up Cisco’s lunch within last 10 years, Even Arista is already out of date in current technology landscape.

What’s left there for Cisco? Except now claiming glorified scripting as Cisco AI


Oracle's True Core is Infra and not Data - Think twice before you plan for long stay

Was chatting with some guys from another company, and this is the deal: Oracle is data-starved. It doesn't hoard any data. They're just a database/infra, not a data goldmine like Amazon, Meta, Google, Apple or LinkedIn.

Our engineering needs are simple: basic text analysis for infra. We aren't running anything complex. The algorithms are straightforward, and any future coding is so basic, it's easily handled by LLMs and junior employees.

You can get by with Oracle for now, but long-term? You've already lost the race.
Oracle doesn't need you anymore. And you shouldn't rely on Oracle anymore.


The Rise of NVIDIA(new): From Graphics Pioneer to AI Powerhouse

Founded in 1993 by Jensen Huang, Chris Malachowsky, and Curtis Priem, NVIDIA began as a graphics processing company focused on improving video game visuals. Its breakthrough came in 1999 with the launch of the GeForce 256, the world’s first GPU, revolutionizing computer graphics and parallel computing. Over the next two decades, NVIDIA expanded beyond gaming into high-performance computing, data centers, and artificial intelligence. Its CUDA platform, introduced in 2006, enabled GPUs to accelerate AI and scientific workloads, cementing NVIDIA’s role at the heart of the AI revolution. Today, NVIDIA is a global leader in GPUs, AI chips, and data center solutions, shaping industries from gaming to autonomous vehicles and generative AI.


AI benefits for Indian Public- Tata cars prices to slashed by 70%, Tata steel at half prices thanks Robots

AI benefits for Indian Public- Tata cars prices to slashed by 70%, Tata steel at half prices thanks Robots.

Tata Homes Spacious 2 BHK in Pune at 25 lakh, build by AI and robots using advanced materials developed TIFR , that cost a fraction of current material.
4 lakh CTC in for Tech lead job in TCS will let you all these benefits -so easy


As requested, the Apple IIe

Taking requests now. Thank you so much.

The Apple IIe (styled as Apple //e) is the third model in the Apple II series of personal computers produced by Apple Computer. It was released in January 1983 as the successor to the Apple II Plus. The e in the name stands for enhanced. It is the first Apple II with built-in lowercase, 80-column text support and 64K RAM standard, while reducing the total chip count from previous models by approximately 75%.

Improved expandability combined with the new features made for an attractive general-purpose machine to first-time computer shoppers. As the last surviving model of the Apple II computer line before discontinuation, and having been manufactured and sold for nearly 11 years with relatively few changes, the IIe was the longest-lived computer in Apple's history.

Never had a IIe. But I worked on a Lisa.


World’s First Hard Drive

The first hard drive was the IBM 350 Disk Storage Unit, introduced in 1956 as part of the IBM 305 RAMAC computer system. It could store 3.75 to 5 megabytes of data on 50 24-inch platters, weighed over a ton, and was roughly the size of two large refrigerators.

This introduced the concept of random access storage, which was a major improvement over previous methods like magnetic tape and punched cards.

Will never forget that magical time.


cooked

A subdivision of my team specialises in F5 devices and we talked about this issue yesterday. Our Global Competency Lead for the technology believes that F5 is pretty much cooked and they don’t even have the mechanisms to trace all the configuration files that have been stolen.


The First Transmitted Message Of What Would Become The Internet

https://www.livescience.com/technology/communications/science-history-first-computer-to-computer-message-lays-the-foundation-for-the-internet-but-it-crashes-halfway-through-oct-29-1969

This is a time I wish I could have been a part of. It started out as 4 nodes. Had I been a bit older I would have been a part of the beginning. It was 6 years later that I did become a part of implementing the ARPANET which would become the internet. It's likely most on this board weren't even born yet.

Fortran is a computer language that is for the most part ridiculed (unjustly) now, however it was used to get us to the moon and back, and was used to implement the first packet switching.

"From there, the military agency funded a project to create such a network. For the system to work, it needed a way to break up messages from a sender into smaller portions that were then reassembled at the destination. Boehm and Baran simulated this process, which would eventually become known as packet switching, using a program written in the computer language Fortran."

Those were exciting times never to be had again.


EOM means more wire issues tomorrow!

Is anyone else ready for the shitstorm that will be end of month wire issues? Ever since we got to the ISO platform, which everyone touted they took 3 years to work on and will absolutely work, I've had nothing but dissatisfied customers and wires either being caught in queue for too long, leaving the bank but reporting lagging for hours, or not even leaving the bank. I feel we have taken a major step backwards when it comes to technology and our senior leaders have no idea what's going on, which is sad and disappointing but not surprising. I now have to be online an extra 3 hours tomorrow just in case there are wire issues because instead of creating an in-house program with our tech team like other major banks, we naturally outsourced it to a third party at the cheapest price so we get what we pay for. And, we are also the largest bank to use this platform and I don't believe this platform can fully support the number of transactions that go through on a daily basis especially at any type of end, such as month end, quarter end, fiscal year end, etc