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V
I used to buy the latest Intel or AMD 9-class chip but gave a $499 Mac Mini with M4 a try 1 year ago. 6 months ago I took the Windows...
Oct 18, 2025
C
On Oct/15 earning call, CFO was saying otherwise (in Q&A session). In gross margin%, DUV (immersion machine) is higher than EUV.
Oct 18, 2025
Y
I had an iPad Pro11 with M4 silicon, it's amazing fast.However, i still need to use Thinkpad T14p for CAD/CAE applications
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
B
A couple for fascinating things coming out of Intel for AI.
* Crescent Island (this one) is interesting because it seems to focus on...
Oct 18, 2025
P
Makes a big difference in quality though. Not saying M4 is better or anything, it's not clear cut in the differences in speed between...
Oct 18, 2025
K
A couple for fascinating things coming out of Intel for AI.
* Crescent Island (this one) is interesting because it seems to focus on...
Oct 18, 2025
That looks like a woman. If Dan has TSMC tattoos, I'm not sure I want to see where his are located. :rolleyes:
Oct 18, 2025
Daniel also has TSMC tattoos
Oct 18, 2025
I remember that decision process. Difficult to believe WB doesn't understand the concept of the silicon shield. I also suspect you...
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
C
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
S
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
S
Buffett seldom invests in high-tech at all, with the exception of Apple (and that only because he understands their business model)...
Oct 18, 2025
S
They kept this well hidden. Had not heard of it before.
Oct 18, 2025
Like.
I used to buy the latest Intel or AMD 9-class chip but gave a $499 Mac Mini with M4 a try 1 year ago. 6 months ago I took the Windows...
Xebec reacted to blueone's post in the thread Discussion - has the AI bubble already burst? with
Haha.
That looks like a woman. If Dan has TSMC tattoos, I'm not sure I want to see where his are located. :rolleyes: