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Recent content by thensui

  1. T

    China Takes Taiwan, Everyone losses, especially China, Xi's decision

    If... It won´t happen and surely not before a certain tech independence is reached. Meanwhile Taiwanese supply chain player will decentralize operations across the globe. Mostly following TSMC wherever they start building fabs. Once the day comes China will be able to offer to step in with...
  2. T

    What memory will Amazon Graviton servers use?

    how does that answer my question ?
  3. T

    What memory will Amazon Graviton servers use?

    what is meant here ? Any links to what Micron DRAM makes them more advanced than e.g. Samsung/Hynix ?
  4. T

    Intel released third quarter revenue and earnings

    smart money lol. Their (foundry) efforts are paid by subsidies, US gov & IT sec sector needs locally controlled manufacturing badly. For the rest, maybe outsourcing to TSMC & Co can prevent Intels demise for some time. Chiplets & SoCs are going to eat into further into their mobile/desktops...
  5. T

    Ranking of Top distributors in each countries for Semiconductor

    Hi Danni, do you have a working link to the source, there are some mediocre non-franchised companies on that list....they all distribute well, but if you want to cautiosuly source - legit traceable products in factory original packing, unharmed labels, with CoCs - some of the beforementiones may...
  6. T

    China Surges Past Americas and Japan in IC Capacity

    The trend will only accelerate imho. From the mentioned international companies INTEL switches away mostly from owing production. Logic and in particular their memory capacity impact is about to vanish. TSMC has the node advantage and stays relevant. UMC I am not sure. Either way both are...
  7. T

    China has launched Full Scale AI/Semi War

    Yes, its very interesting. I think it happened in the wild and on markets. Millions of opportunities frequently for viruses to get in contact with all kinds livestock and humans. And naturally, one of its mutation arrives at a stage it can successfully dock on humans and continue to spread and...
  8. T

    China has launched Full Scale AI/Semi War

    Arthus Hanson again China bashing and others spreading virus conspiracies ? A bit sad to see here. virus origin: imho easiest and most likely explination for the virus is cross mutation event. Sooner or later shit like that happens.
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