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  1. M

    Apple touts low-power AI (Apple Intelligence)

    Elon Musk has opinions https://x.com/elonmusk/status/1800265431078551973?s=46&t=Z8CGVZs006Bz09_SxoO40g
  2. M

    Robotics, AI and the Economic destruction of the US and Medical

    Efforts like this https://www.scientificamerican.com/custom-media/the-new-science-of-wellness/a-new-scientific-strategy-for-keeping-people-healthy/
  3. M

    Robotics, AI and the Economic destruction of the US and Medical

    Agree. Robotic surgery isn't going to reduced healthcare costs significantly. The healthcare marketplace is broken. The recent WSJ article detailing the impact of private equity investing in hospitals was depressing reading.
  4. M

    Apple A17Pro transistor density

    All these yields are stated with such confidence in posts and original sources. IMO they are guesses and gossip.
  5. M

    Nvidia passes Apple in market cap as second-most valuable public U.S. company

    Microsoft and Apple P/E are between 25 and 40. Nvidia P/E is 60 to 140. Great company but I think the share price is driven by fear of missing out.
  6. M

    Saudi Arabia reportedly wants to attract 50 chipmaking firms to the country by 2030 [Quartz]

    Untethered from reality
  7. M

    TSMC Shareholders Elect Board of Directors; Board of Directors Unanimously Elects Dr. C.C. Wei as Chairman and CEO

    Male life expectancy in Taiwan is 78 years. Picking one of the younger guys would be good.
  8. M

    Snapdragon Computex 2024 Keynote: The PC Reborn

    The hype continues
  9. M

    Anti AI hype article in WSJ

    “The rate of improvement for AIs is slowing, and there appear to be fewer applications than originally imagined for even the most capable of them. It is wildly expensive to build and run AI. New, competing AI models are popping up constantly, but it takes a long time for them to have a...
  10. M

    Anti AI hype article in WSJ

    Probably paywalled. Good read: Nvidia reported eye-popping revenue last week. Elon Musk just said human-level artificial intelligence is coming next year. Big tech can’t seem to buy enough AI-powering chips. It sure seems like the AI hype train is just leaving the station, and we should all...
  11. M

    Kirin9010 was fabricated with mysterious lithography machine

    The alignment marks would be place in the middle of the scribe lines, so I’d expect them to be cut in half after dicing. Lots of detail in the video but I don’t believe the conclusion.
  12. M

    AI Lowering value of degrees

    The “source” is isioldmyhouse. Waste of time.
  13. M

    With new technologies will Crossbar phase change memory become viable?

    There is a seminar about memristive cross bar arrays for AI next week in Sunnyvale https://www.eventbrite.com/e/multilevel-memristive-switching-devices-for-efficient-analog-in-memory-ai-tickets-895874734447?aff=oddtdtcreator...
  14. M

    Samsung, Apple and Xiaomi Command Half of the Global Smartphone Market in Q1 2024

    Apple owns IOS and App Store plus gets paid by Google to favor their search. While Android makes don't pay Google for using Android, they don't get to capture that value. Apple is uniquely positioned.
  15. M

    Examining Semiconductor Manufacturing Capacities: Why is Taiwan Behind Singapore

    "In 2020, about 43 percent of U.S.-headquartered firms’ front-end semiconductor wafer capacity was located in the United States. Other leading locations for U.S. headquartered front-end semiconductor wafer fab capacity were Singapore, Taiwan, Europe, and Japan." Somehow they don't count Apple's...
  16. M

    Explosions are never good, 2025 still going to happen ?

    Agree. The tone on some of these threads reminds me of NextDoor, which isn't a compliment. TSMC says "an abnormality occurred in a waste sulfuric acid removal tank that was entering (not exiting) the Arizona wafer plant. Upon inspecting the tank, the driver was injured as a pressure valve...
  17. M

    America Projected to Triple Semiconductor Manufacturing Capacity by 2032, the Largest Rate of Growth in the World

    I've worked in fabs (actually going into clean rooms and managing process engineers) in CA, TX, MN, Europe, and Singapore). What you are saying is just wrong. American engineers are smart and dedicated.
  18. M

    What technologies will replace shrink?

    replotted with log scale for grins
  19. M

    Japan's Rapidus fab to compete with TSMC, Samsung for 2nm chips

    “It will use very little artificial light” what in the world are they talking about?
  20. M

    Where is all the power going to come from for AI/ML

    old data but I doubt the distribution has changed. There is sizable demand that can be served by electric semi.
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