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This must be a big hit for TechInsights. They are the actual gold standard. TechInsights bases their analysis on actual silicon not...
Monday at 12:26 PM
This is still going on. TIL IBM invented SQL in the (early?) 1970s. Nvidia announced DLSS5, which appears to mostly improve human...
Monday at 12:25 PM
Interesting preview / overview of things to come today and this week at GTC 2026:
The keynote by Jensen Huang can be viewed at many...
Monday at 11:37 AM
M
Fab 52 is running at half of planned capacity, correct? You do know the wafer starts per week and the output vs planned capacity...
Monday at 10:25 AM
F
So this is a fully domestically supplied fab?
Monday at 9:19 AM
T
https://www.reuters.com/world/asia-pacific/chinas-no-2-chipmaker-readies-7-nm-production-beijing-ramps-up-self-suffiency-2026-03-16/...
Monday at 7:52 AM
As I said in Linked in.... It was never coming in 2027. 18A doesnt even fill one fab until 2027. Even Intel Products (IF they do them on...
Monday at 7:00 AM
Interesting preview / overview of things to come today and this week at GTC 2026:
The keynote by Jensen Huang can be viewed at many...
Monday at 4:32 AM
P
Pragmatic means not shooting yourself in the foot, while we see plenty of inexplicable self-harm recently. Governments are rarely...
Monday at 4:20 AM
Y
Both the U.S. government and the Chinese government are pragmatic, and they constantly adapt to changing circumstances.
Monday at 2:12 AM
F
I do not have any contacts in the semiconductor industry. For what it is worth, Gemini's Sherlock Holmes seems to reason this:
The...
Monday at 12:44 AM
F
Tesla’s next-generation AI6 chi, the processor designed to power its autonomous vehicles, Optimus robots, and AI data center, has been...
Monday at 12:43 AM
P
The real situation on the ground is different from the buzz in the media. USA seemingly does not enforce, or intentionally sabotage its...
Monday at 12:17 AM
P
I feel he doesn't know the fundamental economics of the semi foundry business. There cannot be a prognosis to be made on anything in...
Monday at 12:04 AM
P
Apple is buying millions of dies per month. All of the newly forged "AI" stuff is just incomparable except Nvidia because they share...
Sunday at 11:45 PM
This must be a big hit for TechInsights. They are the actual gold standard. TechInsights bases their analysis on actual silicon not...
Like.
Interesting preview / overview of things to come today and this week at GTC 2026: The keynote by Jensen Huang can be viewed at many...
Daniel Nenni reacted to MKWVentures's post in the thread Did Intel just delay their 14A node by a year? with
user nl posted the thread NVIDIA GTC 2026: Mystery Chip, Vera Rubin, Feynman — Everything You Need to Know in SemiWiki Main Forum ( Ask the Experts! ).Interesting preview / overview of things to come today and this week at GTC 2026: The keynote by Jensen Huang can be viewed at many...