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"Hsu said that in the past, transformer lead times were about one year; now they are three to four years. Orders placed today may not be...
Thursday at 10:23 AM
Over the past year, most discussions around AI infrastructure have focused on GPUs, advanced packaging, and semiconductor supply chains...
Thursday at 10:23 AM
S
It's a bit ironic considering reason for TSMC existence is the strong support of the government in early years and even now they get...
Thursday at 9:25 AM
S
From what I see today AI will be a job shift similar to what spreadsheet did. Lots of people said Excel would kill jobs but what it...
Thursday at 9:18 AM
S
Intel was like that. I agreed with the concept in principle, but as usual in big companies the implementation often produced the wrong...
Thursday at 9:18 AM
A
I don't fancy your chances unless Intel can recruit Dr. Who... ;)
Thursday at 9:00 AM
"Hsu said that in the past, transformer lead times were about one year; now they are three to four years. Orders placed today may not be...
Thursday at 8:55 AM
Over the past year, most discussions around AI infrastructure have focused on GPUs, advanced packaging, and semiconductor supply chains...
Thursday at 8:54 AM
I
Yeah I meant PPA
Thursday at 8:51 AM
It's a bit ironic considering reason for TSMC existence is the strong support of the government in early years and even now they get...
Thursday at 8:51 AM
BPSD is not packaging, it is wafer processing.... if you want to say Intel knows how to package it,... fair enough. But <1% of worlds...
Thursday at 8:49 AM
S
I don't fancy your chances unless Intel can recruit Dr. Who... ;)
Thursday at 8:36 AM
It seems NVIDIA's CEO likes the Taiwan-US trade deal very much and praises TSMC as being very important in that deal.
He just arrived...
Thursday at 8:27 AM
M
BPSD is not packaging, it is wafer processing.... if you want to say Intel knows how to package it,... fair enough. But <1% of worlds...
Thursday at 8:18 AM
I
I don't fancy your chances unless Intel can recruit Dr. Who... ;)
Thursday at 8:13 AM
Xebec reacted to hist78's post in the thread Not chips—transformers are the Taiwan-made components AI data centers need most. Even Musk and Zuckerberg can’t get around them. with
Like.
"Hsu said that in the past, transformer lead times were about one year; now they are three to four years. Orders placed today may not be...
Haha.
I don't fancy your chances unless Intel can recruit Dr. Who... ;)
hist78 replied to the thread Not chips—transformers are the Taiwan-made components AI data centers need most. Even Musk and Zuckerberg can’t get around them.."Hsu said that in the past, transformer lead times were about one year; now they are three to four years. Orders placed today may not be...