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Yes, I understand the accounting trick of INTEL as some further "financial engineering", perhaps to try to keep their co-investors in...
Friday at 2:18 PM
TSMC’s 5‑year depreciation schedule for fab equipment is neither aggressive nor unusual. It’s standard industrial practice and aligns...
Friday at 2:17 PM
Very good points and agreed, though he's down to two cash cows at this point -- SpaceX and Tesla. If he breaks the cashflow at Tesla...
Friday at 2:12 PM
Elon Musk has a pattern of using other investors’ money to offset losses in his own business ventures. When possible, he seeks to obtain...
Friday at 2:06 PM
OK a short followup:
I asked Gemini this question on what he estimates is the N5 capacity that TSMC uses for tiles (for N2/N3...
Friday at 2:04 PM
B
Elon Musk has a pattern of using other investors’ money to offset losses in his own business ventures. When possible, he seeks to obtain...
Friday at 1:17 PM
K
It seems like the current attitude is: Apple needs a trillion-parameter model so Daniel can plan his vacation. Apple will buy 0.666...
Friday at 12:57 PM
K
I think you and @bilau (and me) are talking about two different levels of optimization. We were talking about application-level...
Friday at 12:56 PM
K
I tend to believe that CPO guys like LightMatter and Ayar Labs will provide better solutions - they seem to have figured out how to deal...
Friday at 12:53 PM
K
The problem isn't so much long-term, it's real soon now...
Each "e-tube" carries two RF carriers at around 80GHz and 170GHz, each PAM4...
Friday at 12:49 PM
K
The acceleration of hardware to… run more software.
It’s as if people like Cramer think AI is actually intelligence manifested… rather...
Friday at 12:35 PM
K
Elon Musk has a pattern of using other investors’ money to offset losses in his own business ventures. When possible, he seeks to obtain...
Friday at 12:22 PM
K
Musk and Tesla iare extremely bold, if anything, here. Here's the risks I'm seeing:
- This puts Tesla's (so far excellent) cash flow...
Friday at 12:22 PM
Yes, I understand the accounting trick of INTEL as some further "financial engineering", perhaps to try to keep their co-investors in...
Friday at 12:15 PM
A
Musk and Tesla iare extremely bold, if anything, here. Here's the risks I'm seeing:
- This puts Tesla's (so far excellent) cash flow...
Friday at 11:55 AM
Xebec reacted to user nl's post in the thread Running a foundry of Cash Cows and Little Fish: TSMC and the role of chiplets with
Like.
Yes, I understand the accounting trick of INTEL as some further "financial engineering", perhaps to try to keep their co-investors in...
user nl replied to the thread Running a foundry of Cash Cows and Little Fish: TSMC and the role of chiplets.OK a short followup: I asked Gemini this question on what he estimates is the N5 capacity that TSMC uses for tiles (for N2/N3...