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Recent content by soAsian

  1. S

    China to become world's largest source of IC wafer capacity by 2026 - Knometa Research

    https://www.wsj.com/finance/russia-seized-400-foreign-owned-jets-then-an-epic-insurance-fight-began-194c1ded Russia did
  2. S

    Groq CEO: ‘We No Longer Sell Hardware’

    it sounded like the company got all that funding due to the current AI craze
  3. S

    China to become world's largest source of IC wafer capacity by 2026 - Knometa Research

    https://knometa.com/news/?post=china-to-become-world-039-s-largest-source-of-ic-wafer-capacity-by-2026 It looks like China is leading in the older node. China is pretty good at mass produce once they master the art (tech) just like solar panels and EV car.
  4. S

    TSMC workers account for 1.8% of births in Taiwan

    Not sure what to do with this info. buy or sell TSMC?
  5. S

    Big Tech focuses on in-house chips: Here's what you need to know

    "Frenemy" - AWS working on its own chip, but at the same time, it is also working with Nvidia.
  6. S

    Huawei Patent Shows 6x Multi-Patterning Surpassing EUV Resolution Without EUV

    The US's actions so far seem designed to slow down China.
  7. S

    Why Intel is allowed to sell to Huawei but not AMD?

    https://www.reuters.com/technology/intel-survived-bid-halt-millions-sales-chinas-huawei-sources-say-2024-03-12/ AMD is not a foreign company. Why Intel is allowed to sell to Huawei but not AMD?
  8. S

    President Wei Zhejia (CC Wei) shows confidence: "There is no way to compete with TSMC"

    Is he supposed to say we are a third-rate foundry? Come on now, every CEO of any business will say they are the best.
  9. S

    NVIDIA Corp (NVDA) Shatters Records with Q4 and Fiscal 2024 Earnings

    I think this cycle of AI hype is real. Facebook took a long time since Zuck wrote the first line of PHP code to become a member of Magnificent 7. I didn't invest in Meta back then 'cause I think Social network is a fab that will die out but here we are. Nvidia is selling the tool to dig the AI...
  10. S

    Intel signs Microsoft as foundry customer, says on track to overtake TSMC

    CNBC's Intel CEO interview
  11. S

    Sam Altman wants Washington's backing for his $7 trillion AI chip venture

    is 7 trillion going to be used on Nvidia's chip? why not build OpenAI's own AI chip with 7 trillion? Sam can hire the best to design the next-generation AI chip and a better platform than Nvidia's CUDA and hire Daniel as a consultant on how to spend that 7 trillion. :)
  12. S

    Introducing Sora, our text-to-video model (OpenAI) . Maybe Sam is not too crazy about that $7 trillions

    https://x.com/OpenAI/status/1758192957386342435?s=20 look amazing
  13. S

    The Bleeding Edge of Semiconductors: A Tale of Three Companies || Peter Zeihan

    it feels like he is using the topic to expand into geopolitics.
  14. S

    The Bleeding Edge of Semiconductors: A Tale of Three Companies || Peter Zeihan

    any fact to this?
  15. S

    Sam Altman Seeks Trillions of Dollars to Reshape Business of Chips and AI

    "In talks with TSMC, Altman has said he wants to build dozens of chip-fabrication plants in the next few years, the people said. His vision would be to raise the money from Middle East investors and have TSMC build and run them." Isn't this going to increase the chip glut even more?
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