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Recent content by VCT

  1. V

    SMIC #3 in Q1 after TSMC and Samsung; 5nm said to be successfully developed

    How come SMIC said they are not going to make AI and AP chips? I thought SMIC make AP for Huawei phone.
  2. V

    GPT-4o

    Not GPT-5 yet but GPT-4 new version is already a lot better. Low latency will increase 100X use of audio chat can boost semiconductor computing and demand very soon.
  3. V

    Intel nears $11 billion deal with Apollo for Ireland factory, WSJ reports

    Every financial deal that you can not figure out it's fair or not within 1min. I guarantee it's in favor of financial institution.
  4. V

    Sam Altman says helpful agents are poised to become AI’s killer function

    "But Altman says there’s a chance we won’t necessarily need a device at all. “ iPhone Air. In the air. Invisible.
  5. V

    TSMC’s Advanced Packaging Capacity is fully booked for next two years by Nvidia and AMD

    TSMC will just say no.
  6. V

    Timing for TSMC Wafer Orders

    I understand they have to pricing 12-24 month before delivery. But can we expect TSMC have the right for price adjustment after 1 year or 2 years of delivery?
  7. V

    TSMC’s debacle in the American desert Missed deadlines and tension among Taiwanese and American coworkers are plaguing the chip giant’s Phoenix expans

    every big company has some "stories", no big deal.
  8. V

    Timing for TSMC Wafer Orders

    I think it's because those are the first 3nm orders from most of the customers so the price will be honored. I guess 2nd or 3rd 3nm master orders, TSMC should be able to raise the price. Just wondering the timing of that.
  9. V

    Timing for TSMC Wafer Orders

    C.C Wei said "we set the pricing of N3 very early, several years ahead of production. However, we experienced a lot of cost inflation pressures in the following years. So as a result, N3 will take a longer time than N5 and N7 to reach the corporate average gross margin." How come TSMC can not...
  10. V

    Drone Submarines and Ocean development, A semi market of staggering size

    https://www.thedefensepost.com/2024/04/19/anduril-australia-ghost-shark/ Also this one.
  11. V

    $6.6 Billion in Subsidies to TSMC Won’t Fix Deep Market Structure Issues In Semiconductor Industry

    A public policy professor has no idea how difficult it is to run a foundry. He should consult with Nvidia, AMD, and Qualcomm executives first.
  12. V

    TSMC March 2024 Revenue Report

    Is the news author Robert Castellano credible?
  13. V

    Groq CEO: ‘We No Longer Sell Hardware’

    It's a very important signal.
  14. V

    Introducing Google Axion Processors, our new Arm-based CPUs

    Intel is losing more market share, and without that volume, its learning curve will not be able to keep pace with TSMC.
  15. V

    Intel's latest AI chip is a direct shot at Nvidia's moneymaker

    Even Intel's chances of success are slim, it would be very stupid for Nvidia to place their order with IFS.
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