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A
I think this is going the way of DEC, or AMD more than IBM! Not enough volume and really doesn’t seem LBT has any attachment to...
Jul 25, 2025
X
It will be interesting in the future to see what car ownership actually looks like. Maybe Demolition Man scenario...
Jul 25, 2025
X
HW4 is pretty good already compared to HW3
Jul 25, 2025
X
Crazy that semiconductors are the stars of the show now. Hopefully they will have full self driving (FSD) commercialized for my...
Jul 25, 2025
D
Apple does full chip SoCs so they would be a great partner. Nvidia has designs with chiplets which would be an easy fit for Intel 14A...
Jul 25, 2025
B
I think this is going the way of DEC, or AMD more than IBM! Not enough volume and really doesn’t seem LBT has any attachment to...
Jul 25, 2025
B
You need lots of land, power, water and skilled labor for a leading edge fab
Jul 25, 2025
B
HW4 is pretty good already compared to HW3
Jul 25, 2025
B
A
Even if you have it who’d you bet your next product and ramp too?
Jul 25, 2025
B
Every company even the trillion dollar ones or superscalar have limited resources. Do you allocate people and money to enable sa...
Jul 25, 2025
I think that is for other countries who cannot develop AI from the ground up. Certainly not China, Iran, or North Korea. :LOL: There...
Jul 25, 2025
S
"Promoting The Export of the American AI Technology Stack".
That's great, but do American believed China wants to keep using the...
Jul 25, 2025
Daniel, good points. But I was hoping that regrets don't continue in heaven - Paul
left us in 2017.
Jul 25, 2025
Apple does full chip SoCs so they would be a great partner. Nvidia has designs with chiplets which would be an easy fit for Intel 14A...
Jul 25, 2025
D
Daniel, good points. But I was hoping that regrets don't continue in heaven - Paul
left us in 2017.
Jul 25, 2025