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Recent content by soAsian

  1. S

    Apple working on AI chips for data centers, WSJ reports

    https://en.wikipedia.org/wiki/Mac_OS_X_Server Apple did try to sell MacOS server.
  2. S

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

    No, for now. Isn't that TSMC's advantage? Until someone beat TSMC.
  3. S

    Apple's iPhone factory shift has left a ghost town behind in China

    The new Supply Chain trend is China + 1.
  4. S

    U.S. ramps up chip production efforts with taxpayers footing part of the bill - Is it worth it?

    Conclusion: making chip in the US is very expensive. more money is needed because National security. Intel's Pat is trying hard to sell foundry services to Elon and Altman :D
  5. S

    60 MINUTES - NEWSMAKERS: Commerce Secretary Gina Raimondo on U.S. microchip production, blocking of sales to China, Russia

    how US going to enforce anything on RISC-V when its headquarter is at Switzerland and open source?
  6. S

    60 MINUTES - NEWSMAKERS: Commerce Secretary Gina Raimondo on U.S. microchip production, blocking of sales to China, Russia

    https://www.cbsnews.com/video/gina-raimondo-talks-microchips-russia-china-60-minutes-video-2024-04-21/ I love Lesley Sthal's response when Rainmondo says, "we have the most sophisticated semis", "you mean Taiwan". :D
  7. S

    China to become world's largest source of IC wafer capacity by 2026 - Knometa Research

    https://www.wsj.com/finance/russia-seized-400-foreign-owned-jets-then-an-epic-insurance-fight-began-194c1ded Russia did
  8. S

    Groq CEO: ‘We No Longer Sell Hardware’

    it sounded like the company got all that funding due to the current AI craze
  9. S

    China to become world's largest source of IC wafer capacity by 2026 - Knometa Research

    https://knometa.com/news/?post=china-to-become-world-039-s-largest-source-of-ic-wafer-capacity-by-2026 It looks like China is leading in the older node. China is pretty good at mass produce once they master the art (tech) just like solar panels and EV car.
  10. S

    TSMC workers account for 1.8% of births in Taiwan

    Not sure what to do with this info. buy or sell TSMC?
  11. S

    Big Tech focuses on in-house chips: Here's what you need to know

    "Frenemy" - AWS working on its own chip, but at the same time, it is also working with Nvidia.
  12. S

    Huawei Patent Shows 6x Multi-Patterning Surpassing EUV Resolution Without EUV

    The US's actions so far seem designed to slow down China.
  13. S

    Why Intel is allowed to sell to Huawei but not AMD?

    https://www.reuters.com/technology/intel-survived-bid-halt-millions-sales-chinas-huawei-sources-say-2024-03-12/ AMD is not a foreign company. Why Intel is allowed to sell to Huawei but not AMD?
  14. S

    President Wei Zhejia (CC Wei) shows confidence: "There is no way to compete with TSMC"

    Is he supposed to say we are a third-rate foundry? Come on now, every CEO of any business will say they are the best.
  15. S

    NVIDIA Corp (NVDA) Shatters Records with Q4 and Fiscal 2024 Earnings

    I think this cycle of AI hype is real. Facebook took a long time since Zuck wrote the first line of PHP code to become a member of Magnificent 7. I didn't invest in Meta back then 'cause I think Social network is a fab that will die out but here we are. Nvidia is selling the tool to dig the AI...
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