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How is China and the US allowing this? The SoCs inside the iPhones are a threat to national security and AI sovereignty! :ROFLMAO:
Oct 20, 2025
M
I know you put the laughing hard emoji but I think it's a real concern especially for edge AI applications. Or am I being a smidge too...
Oct 20, 2025
B
I think what happened is that Jinping has placed a high priority at decoupling China from US & Euro semiconductors. I don't think...
Oct 20, 2025
$65B in Arizona thus far, only $100B more to go based on the latest press.
Oct 20, 2025
Intel CEO Lip-Bu Tan recently met with Abdullah Al-Swaha, Saudi Arabia’s Minister of Communications and Information Technology, to...
Oct 20, 2025
B
Intel shows the roadmap each time they cancel a product. every six months like clockwork
Seriously though: they are sharing the...
Oct 20, 2025
B
Yes, this Q3 ASML fully recognized the revenue on one High-NA system, purchased by Intel.
Oct 20, 2025
C
FWIW, per Digitimes on 10/17/25 (paywalled, I'm copying / pasting the free part)
TSMC(2330.TW) will build two advanced packaging...
Oct 20, 2025
S
It will be sent to Taiwan for packing 🤣🤣
Oct 20, 2025
M
How much has TSMC invested so far (actual investment) in the US?
Oct 20, 2025
M
it's still too early for Hi-NA to contribute HVM (High volume manufacture). In Q3 earning call on Wednesday, ASML CEO just said won't...
Oct 20, 2025
FWIW, per Digitimes on 10/17/25 (paywalled, I'm copying / pasting the free part)
TSMC(2330.TW) will build two advanced packaging...
Oct 20, 2025
Well you can't build an entire semiconductor ecosystem in 5 years. Hopefully advanced packaging capabilities will be onshored over time...
Oct 20, 2025
Lithography scanners in China is mostly a sellers-market (and lead time always long). China fabs do not have much of a choice. So ASML...
Oct 20, 2025
C
Well you can't build an entire semiconductor ecosystem in 5 years. Hopefully advanced packaging capabilities will be onshored over time...
Oct 20, 2025
Xebec reacted to Daniel Nenni's post in the thread iPhone 17 outsells predecessor by 14% in early China, US sales, research firm says with
Haha.
How is China and the US allowing this? The SoCs inside the iPhones are a threat to national security and AI sovereignty! :ROFLMAO:
Like.
I think what happened is that Jinping has placed a high priority at decoupling China from US & Euro semiconductors. I don't think...
Daniel Nenni replied to the thread TSMC to make advanced 2-nm chips in US sooner to meet AI demand.$65B in Arizona thus far, only $100B more to go based on the latest press.