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Search results

  1. A

    AMD Agrees to Buy Xilinx for $35 Billion in Latest Effort to Take on Rival Intel

    AMD to buy Xillinx in 35 billion all stock deal. This is but the latest assault on Intel and is to be completed in 2021. It looks like Intel is under assault from all sides. It also looks like this will be another win for TSM...
  2. A

    Carbon Nanotubes to Revolutionize Batteries

    Here is just one more of many advances coming out at an accelerating rate, just like semis https://newatlas.com/energy/copper-tin-protective-film-next-gen-battery/
  3. A

    Carbon Nanotubes to Revolutionize Batteries

    Look at the battery life and capacity of batteries for cell phones. Dramatic increases in power density. life span at lower costs and charge time. This is because the total cost of these small batteries allows more flexibility in design and materials. Mistakes have been made as the infamous...
  4. A

    Carbon Nanotubes to Revolutionize Batteries

    se It's already happened in solar, that advances in semis have spilled over to solar and the same has already happened in batteries, which have improved dramatically over the last few years. We will continue to see advances in everything from improvements at nanoscale to large scale...
  5. A

    Carbon Nanotubes to Revolutionize Batteries

    I agree with you that no big break throughs have come to the battery world, just a lot of incremental changes that have reduced costs dramatically and improved performance incrementally, but changes are coming as the amount of resources devoted to research in this area has increased dramatically...
  6. A

    Rumor: TSMC Expected to Produce 5nm Intel CPUs in H1 2022

    This still leaves TSM and Taiwan as the fulcrum of the semi world, for Taiwan dominates several areas of the semi world and the supply chain.
  7. A

    Are Stretched Resources Limiting TSM's Growth

    Thanks to everyone for the comments. I feel ultra complex mems will be the future when entire labs shrink down to smart phone size, lowering the costs of many functions to a small fraction of what they are today. I see very large markets for this technology, especially in wearable medical...
  8. A

    Are Stretched Resources Limiting TSM's Growth

    TSM has become a 460 billion behemoth that dominates the semi industry both as a producer and buyer of talent and equipment. Has their ability to increase the rate of expansion become limited by the ability to increase their resources in equipment, labor and finances or by the growth rate of...
  9. A

    Intel nearing $10B NAND unit sale to SK Hynix?

    Will the rights Intel still holds by advanced memory from Micron transfer to SK Hynix? Also, will Intel still carry the debt from helping finance the Micron deal?
  10. A

    Intel nearing $10B NAND unit sale to SK Hynix?

    Any thoughts on Micron and Samsung benefitting from this deal or its impact on the memory market?
  11. A

    Curled Edge Graphene Batteries/Supercaps

    Curved graphene may make batteries more viable and significantly cut down the amount of Lithium needed. This is but one example of battery technology picking up speed, giving us more options in power storage. The ramifications of vastly better batteries will open many new options for their use...
  12. A

    Carbon Nanotubes to Revolutionize Batteries

    All technologies are advancing at an ever accelerating rate with increasing performance and declining costs and batteries are no exception. There is no telling what we will see in the near future. Just look at literally a hundred plus companies, universities and others exploring new battery...
  13. A

    Carbon Nanotubes to Revolutionize Batteries

    Thanks for the excellent links, it's appreciated
  14. A

    What Amazon is to retail, TSM is to chips

    The countries that truly master collaboration and cooperation will win, unless an outside force more interested in leading through destruction, theft and deceit throws a monkey wrench into the process hurting everyone including themselves. The first goal of any relationship should be to...
  15. A

    What Amazon is to retail, TSM is to chips

    After what China has done in Hong Kong by showing a total disregard for treaties they have signed, nothing is out of the question. Taiwan is much more critical to the world than Hong Kong and far more technically advanced. I don't see Taiwan laying down for the Chinese and would make an...
  16. A

    Nvidia to build Britain's largest Supercomputer

    It looks like Nvidia is going into the supercomputer business. I wonder if this is a play to push the acquisition of ARM forward? https://www.cnbc.com/2020/10/05/nvidia-pledges-to-build-britains-largest-supercomputer.html
  17. A

    Carbon Nanotubes to Revolutionize Batteries

    A new type of battery technology utilizing carbon nanotubes promises dramatic improvements in power density, lowered charge times and the possibility of replacing lithium with silicon and other materials. It looks like batteries are going to be built in the future using many of the processes...
  18. A

    China has launched Full Scale AI/Semi War

    It looks like the AI/ML/Semi war is heating up, what I have said previously stands. AI/ML/Semis are all converging to bring the greatest change in the history of man and untold power that literally can leverage itself in everything in more ways than we can imagine. More than ever, wisdom...
  19. A

    What Amazon is to retail, TSM is to chips

    TSM is already the dominate chip maker in the world and just continues to extend its lead through a model that gives it totally superior economics compared to everyone else and the lead is only growing. The ecosystem that TSM has built is now feeding on itself to such a point that no one has a...
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