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Glad to see Charlie is still around to pat himself on the back. :ROFLMAO: SemiAccurate is one of the sites I based SemiWiki on. I used...
Apr 14, 2026
https://finance.yahoo.com/markets/stocks/articles/nvidia-change-pc-market-forever-190414327.html
Apr 14, 2026
It would buy them a ticket straight to US Court remember SuperMicro is under investigation for smuggling GPUs into china
Apr 14, 2026
X
If to apply SOTP valuation, after applying standard metrics for foundry (2x book value), should Intel products be valued significantly...
Apr 14, 2026
S
Well AMD is doing great than Intel they have the best DC CPU period not to mention they are the only option besides Nvidia for GPU
Apr 14, 2026
X
Value is relative. A related question is whether AMD should be valued higher than Intel - roughly 80b higher.
Apr 14, 2026
S
I don't think it will take 14 Years or should i say Tan would wait that long the timeline would be end of this decade
Apr 14, 2026
S
It would buy them a ticket straight to US Court remember SuperMicro is under investigation for smuggling GPUs into china
Apr 14, 2026
Y
If Nvidia really wanna buy one, possibly be Supermicro?
Apr 14, 2026
3DFX bought a PC oriented company and that killed them as they began competing with the other OEMs making similar products.. then...
Apr 14, 2026
IBM has a reputation for Process technologies. Very expensive and not very manufacturable. This is what GF saw. GF could not afford to...
Apr 14, 2026
S
A rapidus way of putting money on fire.
Apr 14, 2026
S
I think Nvidia easily can attract all the talent it needs for design and logistics for PCs - and its brand is better than that of the...
Apr 14, 2026
J
It took 14 years for Amazon to start to make money. Can IFS wait that long?
Apr 13, 2026
April 13, 2026 Limerick, Ireland
yieldHUB, the industry’s leader in advanced yield management and semiconductor analytics solutions...
Apr 13, 2026