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M
"At the same time TSMC can not complain: they got Chips-act money, cheap loan, 35% tax break and loan guarantees by the Taiwan...
Yesterday at 6:32 AM
M
The “NOT TSMC” market is shrinking or even disappearing day by day, partly thanks to Trump.
When Trump forced TSMC to commit $250...
Yesterday at 6:31 AM
M
It is so easy these days to have AI make some historic financial overview of business performances. Below is a table generated by...
Yesterday at 6:26 AM
S
I don't think what TSMC is doing is quite equivalent to Intel's 14++++ execution. Each + for Intel 14nm actually decreased transistor...
Yesterday at 5:52 AM
S
I think there is more in this case
+++++++ is Intel Style
But all of those "+" is what is TSMC is doing
N5 > N5++ > N5+++ > N5++++ >...
Yesterday at 5:52 AM
S
can we please at least not post clickbait headline?
Yesterday at 5:51 AM
I don't think what TSMC is doing is quite equivalent to Intel's 14++++ execution. Each + for Intel 14nm actually decreased transistor...
Yesterday at 5:43 AM
M
Yes, I understand the accounting trick of INTEL as some further "financial engineering", perhaps to try to keep their co-investors in...
Yesterday at 5:07 AM
M
I think there is more in this case
+++++++ is Intel Style
But all of those "+" is what is TSMC is doing
N5 > N5++ > N5+++ > N5++++ >...
Yesterday at 4:25 AM
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 5:09 PM
K
Thought this was a useful view on how rack-level AI Inference processors are evolving at both Amazon and NVIDIA.
Cable-less and...
Friday at 2:52 PM
Based on products selling today -- the answer seems to be 'generally yes', but not always.
AMD's leading edge CPU chiplet products on...
Friday at 2:41 PM
How does Nvidia and TSMC forecast wafers for China? N3 is already tight......
Friday at 2:38 PM
"I’m hoping that the Chinese government would allow Nvidia to sell the H200"
After days of back and forth and lots of unofficial...
Friday at 2:37 PM
Based on products selling today -- the answer seems to be 'generally yes', but not always.
AMD's leading edge CPU chiplet products on...
Friday at 2:28 PM