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K
Two things to look at for AMD from my perspective:
* Benchmarking - AMD does about parity in InferenceMAX benchmarking vs NVIDIA in...
Oct 18, 2025
Buffet bought 60M shares of TSMC stock at $68 in 2022 then sold it shortly there after siting geopolitical risks. Today TSM is at $300...
Oct 18, 2025
K
Nvidia and TSMC have achieved a major milestone with the unveiling of the first Blackwell chip wafer produced in the United States...
Oct 18, 2025
Intel is not wrong and 18A will be in HVM before TSMC N2 and Samsung 2nm. TSMC N2 will of course have critical mass with 99% of the...
Oct 18, 2025
S
I asked ChatGPT:
Who coined the term NOT TSMC Market?
Daniel Nenni, founder and editor of SemiWiki.com, coined the term "NOT TSMC...
Oct 18, 2025
S
When Intel and Microsoft announced their plan to build a 'custom processor' on Intel's 18A fabrication process in early 2024, neither of...
Oct 18, 2025
S
Nvidia and TSMC have achieved a major milestone with the unveiling of the first Blackwell chip wafer produced in the United States...
Oct 18, 2025
I asked ChatGPT:
Who coined the term NOT TSMC Market?
Daniel Nenni, founder and editor of SemiWiki.com, coined the term "NOT TSMC...
Oct 18, 2025
I think we all knew Microsoft would be a likely Intel Foundry customer. The question is: Is the delay due to 18A or Microsoft? Reports...
Oct 18, 2025
Nvidia and TSMC have achieved a major milestone with the unveiling of the first Blackwell chip wafer produced in the United States...
Oct 18, 2025
M
Whoa, that does not sound like a good combination. Anyone here with insights about this situation?
Oct 18, 2025
They're pretty much proving multipatterning not a big deal.
Oct 18, 2025
Warren Buffet is not sitting on $350B in cash because he thinks things are going well.
Oct 18, 2025
I’d also add that the stocks are not actually pricing in the crazy growth projections and capex announcements. I think most investors...
Oct 18, 2025
B
Warren Buffet is not sitting on $350B in cash because he thinks things are going well.
Oct 18, 2025
Daniel Nenni replied to the thread Discussion - has the AI bubble already burst?.Buffet bought 60M shares of TSMC stock at $68 in 2022 then sold it shortly there after siting geopolitical risks. Today TSM is at $300...
Like.
Nvidia and TSMC have achieved a major milestone with the unveiling of the first Blackwell chip wafer produced in the United States...
Haha.
I asked ChatGPT: Who coined the term NOT TSMC Market? Daniel Nenni, founder and editor of SemiWiki.com, coined the term "NOT TSMC...
