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M
Sometimes seeing things like this make me think AI should never have happened
Mar 13, 2026
M
the capex forecast tells it all. That is why we have a shortage.
Reminder... HBM isnt the only thing short and DDR5 prices and margins...
Mar 13, 2026
I find curious the two charts on TSMC N3 wafer capacity, and N3 wafers shipped: They show N3 wafer capacity decreasing QoQ in Q4 2024...
Mar 13, 2026
Sometimes seeing things like this make me think AI should never have happened
Mar 13, 2026
S
Sometimes seeing things like this make me think AI should never have happened
Mar 13, 2026
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 13, 2026
March 12 (Reuters) - TikTok's Chinese parent, ByteDance, is assembling computing power with top Nvidia chips outside China to drive its...
Mar 13, 2026
On the "What is AI doing to the PC market this year" topic -- you will be able to buy "two DIMM kits" with one fake/filler "memory"...
Mar 13, 2026
The Compute Shortage
Token demand is skyrocketing and the need for AI compute continues to accelerate. The improvement in model...
Mar 13, 2026
In the last 3 months I have only seen TSMC design starts at 3nm and 2nm. Dozens of design starts, dozens of AI chips, and not one Intel...
Mar 13, 2026
The Compute Shortage
Token demand is skyrocketing and the need for AI compute continues to accelerate. The improvement in model...
Mar 13, 2026
The three foundational elements of artificial intelligence—computational power, energy, and interconnection—are driving professional...
Mar 13, 2026
Seems like China and NVIDIA prefer to do it this way with their more advanced AI chips. Probably more of a win-win for both...
Mar 13, 2026
In the last 3 months I have only seen TSMC design starts at 3nm and 2nm. Dozens of design starts, dozens of AI chips, and not one Intel...
Mar 13, 2026
So with considering the timeframe, MITA 300-500 will all be TSMC….
Mar 13, 2026
Like.
Sometimes seeing things like this make me think AI should never have happened
Xebec replied to the thread The Great AI Silicon Shortage.I find curious the two charts on TSMC N3 wafer capacity, and N3 wafers shipped: They show N3 wafer capacity decreasing QoQ in Q4 2024...
hist78 reacted to MKWVentures's post in the thread Intel has manufacturing capacity issues. They may take years to fix. with
Daniel Nenni posted the thread China's ByteDance gets access to top Nvidia AI chips, WSJ reports in SemiWiki Main Forum ( Ask the Experts! ).March 12 (Reuters) - TikTok's Chinese parent, ByteDance, is assembling computing power with top Nvidia chips outside China to drive its...
user nl posted the thread The Great AI Silicon Shortage in SemiWiki Main Forum ( Ask the Experts! ).The Compute Shortage Token demand is skyrocketing and the need for AI compute continues to accelerate. The improvement in model...
