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Latest activity

What's new Featured content New posts Latest activity

Daniel Nenni reacted to Xebec's post in the thread Meta announces 4 new AI chips, raising competitive stakes with Nvidia, AMD with Like.

The in-house chips will also make the hyperscalers even more competitive against smaller datacenters - further putting strain on...

Mar 13, 2026
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Brady reacted to MKWVentures's post in the thread Intel has manufacturing capacity issues. They may take years to fix. with Like.

Build in Ireland is ramping. Fab 52 build is ramping (Partners own rights to half of those). Oregon is useful if Intel keeps doing...

Mar 12, 2026
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Brady reacted to hist78's post in the thread Intel has manufacturing capacity issues. They may take years to fix. with Like.

From 2020 to 2025, Intel spent $127 billion in CapEx to build fabs and purchase equipment. How is it that after six years of buildup...

Mar 12, 2026
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yanfeng replied to the thread China to promote use of AI in creating new jobs, empowering traditional ones: minister of human resources and social security.

The three foundational elements of artificial intelligence—computational power, energy, and interconnection—are driving professional...

Mar 12, 2026
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Artificer60 reacted to IanD's post in the thread I'm having trouble understanding Broadcom's claimed AI revenue results and projections with Like.

Hey, I resent that -- I'm not a backend guy, I'm a high-speed custom mixed-signal / technology guy... ;-) (but I talk to both front-end...

Mar 12, 2026
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Barnsley reacted to Brady's post in the thread China to promote use of AI in creating new jobs, empowering traditional ones: minister of human resources and social security with Like.

It’s a good thing to try and actively retrain your populace for what is an impending and inevitable massive labor force disruption...

Mar 12, 2026
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Brady replied to the thread China to promote use of AI in creating new jobs, empowering traditional ones: minister of human resources and social security.

It’s a good thing to try and actively retrain your populace for what is an impending and inevitable massive labor force disruption...

Mar 12, 2026
Daniel Nenni reacted to swka's post in the thread A New Wave of Silicon Valley Returnees? Qualcomm and Apple Veterans Launch AI Chip Startup in Taiwan with Like.

and growing every week. We are in another golden age of EDA since late 90/early 2000

Mar 12, 2026
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swka replied to the thread A New Wave of Silicon Valley Returnees? Qualcomm and Apple Veterans Launch AI Chip Startup in Taiwan.

and growing every week. We are in another golden age of EDA since late 90/early 2000

Mar 12, 2026
S

swka reacted to Daniel Nenni's post in the thread A New Wave of Silicon Valley Returnees? Qualcomm and Apple Veterans Launch AI Chip Startup in Taiwan with Like.

I cannot think of a more fertile ground for chip start-ups in my 40+ year career. I am currently tracking 25+ AI EDA companies which is...

Mar 12, 2026
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soAsian replied to the thread Meta announces 4 new AI chips, raising competitive stakes with Nvidia, AMD.

people design the shovel and people making the shovel

Mar 12, 2026
S

siliconbruh999 reacted to MKWVentures's post in the thread Intel has manufacturing capacity issues. They may take years to fix. with Like.

Build in Ireland is ramping. Fab 52 build is ramping (Partners own rights to half of those). Oregon is useful if Intel keeps doing...

Mar 12, 2026
Daniel Nenni replied to the thread A New Wave of Silicon Valley Returnees? Qualcomm and Apple Veterans Launch AI Chip Startup in Taiwan.

I cannot think of a more fertile ground for chip start-ups in my 40+ year career. I am currently tracking 25+ AI EDA companies which is...

Mar 12, 2026
K
karin623 posted the thread A New Wave of Silicon Valley Returnees? Qualcomm and Apple Veterans Launch AI Chip Startup in Taiwan in SemiWiki Main Forum ( Ask the Experts! ).

A new AI chip startup is quietly taking shape in Zhubei Tranxform was founded by two veteran engineers with deep roots in the global...
Mar 12, 2026
M

MKWVentures replied to the thread TSMC February 2026 Revenue Report.

Good input. I have worked with a number of companies who buy from TSMC. They are amazing at finding ways to get needed output to their...

Mar 12, 2026

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