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Latest activity

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dkr1986 reacted to MKWVentures's post in the thread Google and Nvidia Consider Intel as Backup Chip Manufacturer - The Information with Like.

I have very different numbers. Fab size, yield. wafer price, packaging price, even the fab name Would be gald to review them with you...

Jun 12, 2026
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bilau reacted to Brady's post in the thread Inside Anthropic, the $965 Billion Al Juggernaut | The Circuit with Like.

Certainly the step change in these models and harnesses happened around December / January, and there hasn’t been another big bang...

Jun 12, 2026
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Brady replied to the thread Inside Anthropic, the $965 Billion Al Juggernaut | The Circuit.

Certainly the step change in these models and harnesses happened around December / January, and there hasn’t been another big bang...

Jun 12, 2026
Daniel Nenni reacted to ChrisGar's post in the thread Could Google's Next TPU Shift Back to TSMC? Inside the EMIB vs. CoWoS Battle with Like.

TPUs use HBMs extensively on CoWoS-based products. HBMs are built mostly by skHynix & Samsung -- and delivered to TSMC for CoWoS assembly.

Jun 12, 2026
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ChrisGar replied to the thread Could Google's Next TPU Shift Back to TSMC? Inside the EMIB vs. CoWoS Battle.

TPUs use HBMs extensively on CoWoS-based products. HBMs are built mostly by skHynix & Samsung -- and delivered to TSMC for CoWoS assembly.

Jun 12, 2026
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Fred Chen reacted to Xebec's post in the thread Half of Americans fear AI could put someone in their household out of work, Reuters/Ipsos poll finds with Like.

I don't think this is a binary situation, as Daniel and probably others have said here. Some humans don't want to think (TikTok..)...

Jun 12, 2026
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Fred Chen reacted to siliconbruh999's post in the thread Half of Americans fear AI could put someone in their household out of work, Reuters/Ipsos poll finds with Like.

I am seeing the inverse tbh it will degrade IQ considering what i am seeing in University or School People are skipping Homework or...

Jun 12, 2026
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siliconbruh999 replied to the thread Half of Americans fear AI could put someone in their household out of work, Reuters/Ipsos poll finds.

I hope such companies goes bankrupt than

Jun 12, 2026
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bilau replied to the thread Inside Anthropic, the $965 Billion Al Juggernaut | The Circuit.

So, for AI coding, clearly from 2023 to now, it has been night and day, or 0 to 1. But are we seeing the rate of improvement...

Jun 12, 2026
Daniel Nenni replied to the thread Could Google's Next TPU Shift Back to TSMC? Inside the EMIB vs. CoWoS Battle.

I honestly do not feel that there is a big enough technical difference between EMIB and CoWos to justify moving a proven product over...

Jun 12, 2026
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karin623 posted the thread Could Google's Next TPU Shift Back to TSMC? Inside the EMIB vs. CoWoS Battle in SemiWiki Main Forum ( Ask the Experts! ).

Google's next TPU may have become the most important packaging battleground in AI. After Intel unexpectedly won Google's...

Jun 12, 2026
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Fred Chen reacted to hist78's post in the thread Elon Musk Buys ASML? with Like.

Nvidia’s acquisition of ASML would face strong opposition from both the Dutch government and the European Union. Let's not forget that...

Jun 12, 2026
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Fred Chen reacted to hist78's post in the thread Elon Musk Buys ASML? with Like.

Why would those Middle Eastern and Chinese investors bother offering to purchase a substantial stake in ASML? They know it would be...

Jun 12, 2026
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Fred Chen reacted to blueone's post in the thread Elon Musk Buys ASML? with Like.

Wow. I hadn't read that this tax became law. And I thought the US had a modern monopoly on idiotic taxation ideas. Thanks to your...

Jun 12, 2026
Xebec replied to the thread Elon Musk Buys ASML?.

I definitely would expect the Netherlands to protect it's valuable monopoly :)

Jun 12, 2026

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