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Mar YOY of revenue of 20% (USD5.5B) ~would put 1Q24 YOY revenue at UDS18.2B, which is below Wendell Huang’s (TSMC CFO) midpoint revenue...
Mar 10, 2024
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The Nvidia GPU/AI frenzy might squeeze out some part of clients' budgets originally destined for the server CPUs. It means this...
Mar 5, 2024
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I know JH is prone to over-hyping a bit but people have been saying that about him now for 30 years! In the end though, it is best to...
Mar 2, 2024
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In prep for the GTC Conference next week this is a good read, the Q&A with Jensen from the Q4 2024 Investor call:
Jensen Huang
Okay...
Mar 2, 2024
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A former colleague of mine who moved back to Hyderabad after retirement tells me India's biggest challenge is infrastructure, especially...
Feb 29, 2024
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Progress! Better late than never? India is a semiconductor design powerhouse and 10% of SemiWiki's traffic. Why they are not more into...
Feb 29, 2024
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I have a friend that is working for a nuclear power start-up. Smaller, safer, cheaper, etc... Seems like a good deal.
Feb 29, 2024
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Does hydrogen make sense? Like the one from Bloom Energy?
Feb 29, 2024
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I would expect you had winning face the other day, but could be miserable years later if you keep the same mind set of missing time...
Feb 29, 2024
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There are many ways to view the ideas CC Wei mentioned. We can put it into a microscope and examine it like a court proceeding to find...
Feb 29, 2024
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Side note ~ 10 years ago Nvidia proved the power of chip architecture with their Maxwell architecture (GTX 900 series). In one...
Feb 24, 2024
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I bet tsmc will ask ChatGPT using tsmc made chips about "What keep Sam up at night?" and " Did Sam said raising $7T investment for Fabs".
Feb 23, 2024
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Lets just say Pat and Sam do not have the same sense of humor. In regards to AI safety Pat asked Sam "What keeps you up at night?" Sam...
Feb 23, 2024
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Hopefully they will post the Pat and Sam Altman interview. It was entertaining!
Pat G did a Q&A with analysts and someone busted him on...
Feb 23, 2024