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Y
You just do a simple thought experiment. If Intel is a Taiwanese company or a Japanese company or even a Chinese company. With a very...
Jul 26, 2025
X
Meanwhile, US is talking about building standard fossil fuel power stations to power AI. Imo, it is very backward, not to mention the...
Jul 26, 2025
Y
😂I think semiconductor industry is already considered pretty good compared to some other industries. Anyway , there is a saying; money...
Jul 26, 2025
K
Nvidia’s H20 is back in China. But at what cost—and what does it reveal about the future of AI hardware?
After months of U.S. export...
Jul 26, 2025
X
I feel US says too much and does very little. A showman country.
Jul 26, 2025
Y
I guess right now it depends on what the ecosystem’s perspective is. But you did mention a very important point why almost all...
Jul 26, 2025
X
I don't agree taking that perspective especially in the US. In US, just apply game theory and market base logics. Personally, I think...
Jul 26, 2025
Y
I guess it’s also the perspective you are adopting. If you see yourself as a mum and pop retailer, then you need to provide the supply...
Jul 26, 2025
X
It should not be done in the first place. Do insurance companies underwrite risk policies without prepaid premiums? Optionality should...
Jul 26, 2025
X
Not only that. But also they are exposed with geo-conflict risks.
Jul 26, 2025
Y
Yes. I agree with you. It’s logical to deduce it's important to have a second source. But it just didn’t happen for whatever reason...
Jul 26, 2025
S
Either that or pay whatever TSMC wants you to pay even Nvidia being a $4 Trillion company can't do anything
Jul 26, 2025
S
If Intel Foundry’s competition forced TSMC to cut prices by 10%, do customers actually pocket that 10% savings? No, because their...
Jul 26, 2025
T
BTW, I remember some people on this site saying that most people in Taiwan would support defending Taiwan against China. I seriously...
Jul 26, 2025
T
If Intel Foundry’s competition forced TSMC to cut prices by 10%, do customers actually pocket that 10% savings? No, because their...
Jul 26, 2025
Like.
If Intel Foundry’s competition forced TSMC to cut prices by 10%, do customers actually pocket that 10% savings? No, because their...