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prime007's latest activity
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I think Intel is being an IDM and TSMC is being a foundry. Intel can do chiplets but TSMC must do full chips right out of the gate...
Monday at 6:39 PM
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We were pleased to announce Microsoft as our fifth Intel 18A customer. We also updated our lifetime deal value to greater than 15...
Apr 25, 2024
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Kevin Zhang is wright, it will not require HNA-EUV to do the next generation of "Ax" chips but they will be easier to design and at a...
Apr 25, 2024
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it's so infuriating. TSM trades like a vastly inferior company for no reason. It gets kneecapped on the way up and down. I really cannot...
Apr 18, 2024
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This is why I no longer hold TSMC stock. I got tired of the irrational roller coaster. ASML too. Both are critical global...
Apr 18, 2024
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Stock is down 6%. I've never seen a stock for such a good company trade as irrationally as TSM does. It really makes no sense
Apr 18, 2024
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Nvidia is a mutli fab sourcing company, they have been for a while. Samsung was not able to deliver enough good die at 5/4nm so Nvidia...
Apr 9, 2024
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It looks like the combination of the Google announcement and Intel's Gaudi 3 announcement knocked 2.7% off of Nvidia's share price...
Apr 9, 2024
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Google is very secretive but I believe this is on TSMC N5 with N3 coming up. I have worked with Google before and let me tell you they...
Apr 9, 2024
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Even Intel's chances of success are slim, it would be very stupid for Nvidia to place their order with IFS.
Apr 9, 2024
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They lost me at "in partnership with IBM". I'm glad to see all money invested in the semiconductor ecosystem but I do not believe this...
Apr 3, 2024
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GO AI!!!!!! I was hoping Micron would get big CHIPS Act money. We need more US born memory, absolutely.
Mar 29, 2024
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She said Blackwell is on TSMC N4 versus TSMC N3 due to low yield. No, when Blackwell was started the N4 PDK was the only 1.0 PDK...
Mar 28, 2024
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Pretty sure it was timing. N4 was ready, N3E was not. Blackwell was not an easy chip to design so they needed a stable PDK/process from...
Mar 22, 2024
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For this wafer-scale thing, based on what I read here, Samsung doesn't have high enough yields to make something like the CSE-2 or CSE-3...
Mar 13, 2024