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Talk is cheap Show me the A0 silicon
Jun 10, 2026
S
Talk is cheap Show me the A0 silicon
Jun 10, 2026
S
They dont know what terafab will be, what their Intel partnership will be, what the chips they plan to make are, etc. Its a good vision...
Jun 10, 2026
They dont know what terafab will be, what their Intel partnership will be, what the chips they plan to make are, etc. Its a good vision...
Jun 10, 2026
M
where is Nova Lake made? The only factory Intel wants to ramp down is Intel 7 and 10, correct? TSMC has loadings for some time...
Jun 10, 2026
M
They dont know what terafab will be, what their Intel partnership will be, what the chips they plan to make are, etc. Its a good vision...
Jun 10, 2026
Yes, plus AMD and others which is different this time around. TSMC N2 is in HVM since December. It will be interesting to see if it is...
Jun 10, 2026
Is this on Samsung logic 2nm? Or Samsung 10nm memory?
Terafab is far far away...
Jun 10, 2026
Yes, plus AMD and others which is different this time around. TSMC N2 is in HVM since December. It will be interesting to see if it is...
Jun 10, 2026
Is it safe to say that some of this revenue is already coming from "2nm", as TSMC is likely delivering chips to Apple for this year's...
Jun 10, 2026
Nvidia needs to do something. I hope they will not repeat Intel's mistakes from decade ago. Stock-maxing is not good strategy.
Jun 10, 2026
Elon Musk loves the character ‘X.’ Many of his companies, projects, and associates’ names contain ‘X,’ such as:
SpaceX
X (Twitter)
xAI...
Jun 10, 2026
Actually, Dutch government is kind of forcing selloff by imposing 36% unrealized capital gains tax.
But Yes, its difficult to say...
Jun 10, 2026
J
Nvidia needs to do something. I hope they will not repeat Intel's mistakes from decade ago. Stock-maxing is not good strategy.
Jun 10, 2026
J
Actually, Dutch government is kind of forcing selloff by imposing 36% unrealized capital gains tax.
But Yes, its difficult to say...
Jun 10, 2026