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Latest activity

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Xebec reacted to blueone's post in the thread Bernie Sanders is proposing .. a 50% govt ownership of AI companies with Like.

So... about 130 million Americans have their retirement funds in 401K, IRA, Roth, and HR-10 plans, usually with a significant fraction...

Jun 2, 2026
Xebec reacted to Paul2's post in the thread What are AI PCs that Nvidia's Jensen Huang is betting on? with Like.

What does AI even mean by this point? Wall St. is still convinced of that people would paying few hundred dollars for a photoshop...

Jun 2, 2026
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DanX replied to the thread Bernie Sanders is proposing .. a 50% govt ownership of AI companies.

Why not 100% share of bank ? Bank is much more important than AI . China gives the public a 100% ownership stake in the largest bank...

Jun 2, 2026
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Paul2 replied to the thread What are AI PCs that Nvidia's Jensen Huang is betting on?.

What does AI even mean by this point? Wall St. is still convinced of that people would paying few hundred dollars for a photoshop...

Jun 2, 2026
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Paul2 replied to the thread If Taiwan Falls, the Fabs Burn: Why TSMC's Destruction Is the Inevitable Outcome of a China Invasion.

Not to say, all of the TW fab techs will be summoned as reservists from overseas as well. An another straight conflict will result in...

Jun 2, 2026
Xebec replied to the thread Bernie Sanders is proposing .. a 50% govt ownership of AI companies.

I'm pretty sure this kind of thing has been tried before..

Jun 2, 2026
Xebec posted the thread Bernie Sanders is proposing .. a 50% govt ownership of AI companies in SemiWiki Main Forum ( Ask the Experts! ).

"I will soon be introducing a bill to give the public a 50% ownership stake in the largest AI companies in America. This would...

Jun 2, 2026
Xebec reacted to Fred Chen's post in the thread If Taiwan Falls, the Fabs Burn: Why TSMC's Destruction Is the Inevitable Outcome of a China Invasion with Like.

Douglas C. Youvan doug@youvan.com www.youvan.ai January 16, 2026 The question of whether Taiwan Semiconductor Manufacturing Company...

Jun 2, 2026
Xebec replied to the thread What are AI PCs that Nvidia's Jensen Huang is betting on?.

I agree on paper they can run more capable models -- but in terms of end-user experience, what are they actually going to get out of...

Jun 2, 2026
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Jozo035 replied to the thread What are AI PCs that Nvidia's Jensen Huang is betting on?.

Reporting is bit misleading and click-baity. Github Copilot was never about heavy agentic coding use. They gave You 21 premium requests...

Jun 2, 2026
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Fred Chen posted the thread If Taiwan Falls, the Fabs Burn: Why TSMC's Destruction Is the Inevitable Outcome of a China Invasion in SemiWiki Main Forum ( Ask the Experts! ).

Douglas C. Youvan doug@youvan.com www.youvan.ai January 16, 2026 The question of whether Taiwan Semiconductor Manufacturing Company...

Jun 2, 2026
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Barnsley posted the thread Pay workers ‘as much as possible’, says Nvidia CEO weighing in on AI profit-sharing debate in SemiWiki Main Forum ( Ask the Experts! ).

TAIPEI – Nvidia chief executive Jensen Huang said he pays his workers as much as possible, weighing in on a growing global debate about...
Jun 2, 2026
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Barnsley replied to the thread What are AI PCs that Nvidia's Jensen Huang is betting on?.

I am thinking that any excuse to put up prices. Has there been any downward pressure on prices with regards "competition" that you have...

Jun 1, 2026
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Fred Chen reacted to Daniel Nenni's post in the thread Morgan Stanley reports Intel 18A yield at 50% with Like.

The NOT TSMC Market is growing. Remember, TSMC does not package other foundry dies so if the design isn't 100% TSMC packaging goes...

Jun 1, 2026
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Fred Chen reacted to MKWVentures's post in the thread Morgan Stanley reports Intel 18A yield at 50% with Like.

I cant give exact numbers but, no, we cannot assume yield is 70% to 80% today. But your equation is correct. you are on the right...

Jun 1, 2026

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