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Search results

  1. A

    Warren Buffett doesn't see a Taiwan invasion

    Warren Buffett has firmly stated by his actions he doesn't see a Chinese invasion of Taiwan and TSM remaining the leader in the industry by far. https://seekingalpha.com/article/4560351-buffett-buying-taiwan-semiconductor-sends-message
  2. A

    Who has the lead in Chiplet technologies?

    It looks like chiplet technologies are going to be the next area of fierce competition. Who do the SemiWiki community feels will win this contest and where is chiplet technology going. Will this be the dominant technology of the future or just one of many options? Who will be the winners in...
  3. A

    Both Amazon and Warren Buffett back TSM

    Both Amazon and Warren Buffett have voted and the winner is TSM. With their combined resources and access to information they have chosen the winner and its not Intel. I think Intel will have to think outside the box to have any chance of success. I have no doubt if Intel breaks out of their...
  4. A

    How Intel plans to rival TSMC and Samsung as a chip supplier

    Question, how will Intel achieve the scale, efficiency and customer bases of Samsung or TSM? Any outside customer will have to be purchased with better technologies, efficiencies and cost structures. Warren Buffet has voted and the winner is TSM. His access to information, political and...
  5. A

    Amazon's Graviton Chips, Is Amazon changing the game?

    Question, does this trend to specialized custom chips mean in the future we will be using our personal and business machines will be this clients that just access state of the art software, processing power and memory that is in a constant state of improvement and equipment utilization? Will...
  6. A

    Amazon's Graviton Chips, Is Amazon changing the game?

    So, do you think Amazon may offer a menu of specialized chips and software for different tasks in their data centers?
  7. A

    Amazon's Graviton Chips, Is Amazon changing the game?

    Is Amazon going change the computing world, like they changed retailing? Is this the start of a new trend in computing that lowers the costs and increases the performance for everyone by Amazon using their massive scale that they bring to everything? Any thoughts or comments appreciated. Will...
  8. A

    Invading Taiwan would be China's Ukraine, only worse

    China only has to look east to see how well plans go after the first blow is struck. The odds of Taiwan not having some very nasty and effective responses are near zero. I have no doubt that China could take over Taiwan, but that the cost would be beyond China's worst nightmare. It is not only...
  9. A

    Apple/TSM proves the power of the Ecosystem, also China issues

    While most tech companies have taken huge hits in the market over the last year, Apple has fared far better with a hit of less than ten percent. It isn't just about the product, but the ecosystem. This is why I feel Warren Buffett bought five billion dollars' worth of TSM since he looks not...
  10. A

    Warren Buffett sees Semis Critical to facing Challenges facing the world

    Warren Buffet fully understands the leverage that the semi world offers in dealing with the challenges before us if we are to survive on this planet. Semis are key to vastly leveraging our ability to monitor problems of all types from social, economic and environmental, then leveraging greatly...
  11. A

    Semis have changed Everything, and this is just the very beginning

    Warren Buffet, with his five billion dollar investment in the semi sector leader has fully acknowledged the massive changes that are still yet to come. The automation of everything from robotics in increasing penetration of physical labor to doing autonomous research at the cutting edge. In...
  12. A

    Will Micron/TSM form an alliance?

    With Micron having a serious presence in Taiwan, will they supply memory chiplets to TSM for their silicon on fabric integration? Could layering of memory and processing in the same package be a step towards automata and advanced architectures? Is this even a possibility? Any thoughts of...
  13. A

    Buffett has Chosen the Winner and it isn't Intel

    Expertise in making semis and business are two totally different endeavors and Warren Buffett being the world's leading expert on business knows this. This is why he invested five billion in TSM instead of Intel. Intel has to make a choice; they can't be both. If Intel tries to do both, there...
  14. A

    The Crypto collapse good for the economy and tech

    Both Charlie Munger and Warren Buffet feel like I do, that crypto is a con and hurts everyone and every company by the gross misallocation of resources. This goes against what the tech sector stands for, which is ever greater efficiencies applied to literally everything which is the driver of...
  15. A

    TSM up over 10% Premarket

    This is one of the largest increases I have seen in TSM stock in the time I have owned it for a decade. Also note, the dividends are excellent and have been as reliable as the sun rising so far. TSM by its very scale has become one of the major chips in the world economy. It is now Berkshires...
  16. A

    Shift in Semi Demand, Large upside trend

    The Berkshire Hathaway purchase of TSM stock has proven my point. We are in the very early stages of a dramatic shift of how our semis are integrated into literally everything and going to cause societal shifts that few, even in the industry have even imagined.
  17. A

    Shift in Semi Demand, Large upside trend

    No, semis aren't immune to the way our economy is currently run, but have the power to radically change and vastly improve how our economy is run on all levels and do the same for education. Our society hasn't caught up to vast power semis of all types ability is to improve and grow our economy...
  18. A

    Shift in Semi Demand, Large upside trend

    PCs and phones are mature and some in the financial community are saying the semi market is not the place to be. These analysts are short sighted and don't see the increasing penetration of semis into almost everything we touch. Intelligence is in the early stages of integrating into almost...
  19. A

    Will our new government even understand tech?

    The big question is will the new US government understand tech and how to utilize its massive power to leverage resources in almost everything, but especially education that offers the ability to learn to leverage almost every industry we have is only politics and special interests can be...
  20. A

    T J Rodgers on Chinese Nvidia Chip / CNBC

    Nvidia is making its chips on a larger node to get around export controls. T J calls the Chinese crooked and willing to steal IP at every opportunity and that commodity semiconductors will be made in India, Thailand other countries since they can't be made economically in the US. It seems the...
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