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M
Limiting revenue by US companies and encouraging China to do their own development (which they obviously can) seem like a problematic...
Oct 23, 2025
Everyone knows TSMC as the world’s most advanced chipmaker. But few realize that one of its biggest advantages isn’t measured in...
Oct 23, 2025
From my humble investing experience, an “unrealized gain” on the stocks I own might justify upgrading my lunch from McDonald’s to Panda...
Oct 23, 2025
Mobileye Global beat third-quarter revenue estimates, highlighting resilient demand for its advanced driver-assistance and self-driving...
Oct 23, 2025
Word inside the ecosystem is that the US investment in Intel really is making a difference in confidence and trust that Intel Foundry...
Oct 23, 2025
B
Finally, a feature that Deepseek and other PRC LLMs can't match!! 😄
Oct 23, 2025
S
I bet Hollywood will sue OpenAI if any AI comapany ever try to do so.
Oct 23, 2025
Not surprising at all. AI will keep people in front of their screens for a long time and we are just at the tip of that iceberg. I just...
Oct 23, 2025
S
Share Price doesn't reflect company competency.
Oct 23, 2025
S
That $30-40B should cover about.. 13 days of national debt interest
Oct 23, 2025
S
Intel basically shot itself in the foot otherwise TSMC wouldn't have the tech crown and getting foundry customer would have been lot...
Oct 23, 2025
M
Yes, you can dislike Trump and how he does things - that doesn't take much effort.
But objectively looking at this after a few~months...
Oct 23, 2025
TSMC is having an amazing run. It is their connection to customers and the ecosystem that makes them unbeatable. I do not think TSMC...
Oct 23, 2025
It is laughable but also serious business -- "adult content" was a lot of the driving force behind rapid growth of new technology --...
Oct 23, 2025
Good news OpenAI and X gonna be providing specially curated Porn from December.
Good news for valuations no?
Oct 23, 2025
hist78 reacted to karin623's post in the thread Not Just Numbers: How TSMC’s “Small-Step, Fast-Run” Strategy Became Its Secret Weapon Against Samsung and Intel with
Like.
Everyone knows TSMC as the world’s most advanced chipmaker. But few realize that one of its biggest advantages isn’t measured in...
Daniel Nenni posted the thread Mobileye beats quarterly revenue estimates on resilient self-driving chip demand in SemiWiki Main Forum ( Ask the Experts! ).Mobileye Global beat third-quarter revenue estimates, highlighting resilient demand for its advanced driver-assistance and self-driving...
Haha.
That $30-40B should cover about.. 13 days of national debt interest
Xebec replied to the thread Sam Altman’s Gold Rush Hits Reality: “No Materials, No Deal.” Inside the Bottlenecks of the Global AI Supply Chain.It is laughable but also serious business -- "adult content" was a lot of the driving force behind rapid growth of new technology --...