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Agreed. Taiwan would prefer to be independent. The entire world would prefer Taiwan be independent except for China. If they had to...
Jan 26, 2026
I’m not sure Puerto Rico has real representation in the US federal government. Do they have a vote in the senate and do they have a vote...
Jan 26, 2026
I think the world knows who/what is the single biggest threat to the world economy.
Jan 26, 2026
It's hard to say only because we don't know how much capacity Intel would have booked if they went full outsource instead of building...
Jan 26, 2026
S
Well i disagree the design is also a problem which were being carried by IFS for quite some time and even now
Jan 26, 2026
I
Depends what you mean by "most customers"... ;-)
TSMC have said the BSPD (A16 process as opposed to N2) is suitable for HPC chips with...
Jan 26, 2026
"A CoreWeave spokesperson told Reuters that the cash from the new investment will not be used to purchase Nvidia processors, but...
Jan 26, 2026
Nvidia invests $2 billion in CoreWeave to boost data center build-out
Jan 26 (Reuters) - Nvidia has invested $2 billion in CoreWeave...
Jan 26, 2026
M
Intel is not limited on capacity from TSMC. Only IFS is a problem. and a reminder. Intel is constrained while their revenue drops. No...
Jan 26, 2026
M
Couple items:
the 2nd largest foundry commitment in 2030 was made for external foundry. they said they would be number 2 overall...
Jan 26, 2026
P
I believe not by an inch, as this is part of the plan. A textbook 1938 reenaction – you get a totalitarian regime, but still with a bit...
Jan 26, 2026
M
thats the way all these things work. Lots of hype, some applications scream about it. lots of PR disasters. 10% failure rate under test...
Jan 26, 2026
D
Capital expenditure is investment for future growth of the business. Also in semiconductor industry, an investment in R&D done now is at...
Jan 26, 2026
J
Btw. There was "small" purge few days ago. Wonder how it changes decision making.
Jan 26, 2026
A
Ukraine which has already automated much of warfare, be the first to use AI/ML to control and maximize their weaponry?
Jan 26, 2026
Daniel Nenni replied to the thread Scott Bessent: The single biggest threat to the world economy is that 97% of advanced chips are made in Taiwan.Agreed. Taiwan would prefer to be independent. The entire world would prefer Taiwan be independent except for China. If they had to...
Like.
I’m not sure Puerto Rico has real representation in the US federal government. Do they have a vote in the senate and do they have a vote...
Haha.
I think the world knows who/what is the single biggest threat to the world economy.
