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  1. M

    IBM eyes deeper partnership with Rapidus for sub-1nm chip development

    I don’t understand how this is supposed to work financially
  2. M

    IMEC Roadmap to 2A on TechTechPotato

    Thanks Ian. Great work as always
  3. M

    Samsung, TSMC set stage for fierce race in 2nm chip tech

    "korea herald tells you all you need to know. Korean news I suspect is all bought up by Chaebols which Samsung is the largest. Not surprisingly they plant fluff and fud pieces at all
  4. M

    President Trump Secures $200B Investment from Micron Technology for Memory Chip Manufacturing in the United States

    Agreed. These announcements are clearly being made to placate the trump admin
  5. M

    Pete Hegseth: US will go to war to stop China from taking Taiwan

    I’d argue unpredictability is bad for business investment and even worse for geopolitics
  6. M

    Pete Hegseth: US will go to war to stop China from taking Taiwan

    Exactly it’s WW3 in this scenario so it’s not even worth seriously modelling
  7. M

    TSMC says US tariffs have some impact but AI demand robust

    How do we feel about the successors to the CC and Cliff Hou generation at TSMC. I love TSMC's management but worry that these guys are rapidly approaching retirement age.
  8. M

    US court blocks most Trump tariffs, says president exceeded his authority

    Cult like behaviour. Judges are there to hold the government in check. You just want yes men?
  9. M

    Xiaomi’s first flagship phone chip is a genuine Snapdragon 8 Elite rival

    I was under the impression ARM china is a completely rogue offshoot at this point
  10. M

    Taiwan's TSMC to open semiconductor design centre in Munich

    Design? Or R&D? Design implies designing their own chips which I highly doubt.
  11. M

    How ASML Makes Chips Faster With Its New $400 Million High NA Machine

    Who is CNBC and ASML trying to convince with this video? The actual customers have run their financials and won’t jump to this until they get their moneys worth out of standard EUV. Makes no sense for tsmc to not multipattern on their existing machines considering how much they’ve already paid...
  12. M

    Samsung targets 2nm orders from Nvidia, Qualcomm to boost foundry position

    its korean news. They have a track record of being hilariously false
  13. M

    TSMC April 2025 Revenue Report

    Sheesh these monthly numbers are getting insane. I wonder when TSMC is going to have a quarter with more revenue than Intel has in a year? Feels like it’s trending that way.
  14. M

    IBM Unveils $150 Billion Investment in America to Accelerate Technology Opportunity

    Since when does IBM have this kind of money?
  15. M

    TSMC Shuts Down Intel Tie-Up Talk

    It reeked of market manipulation at the time. Shocked people really believed it
  16. M

    Samsung HBM4 4nm Logic Die Test Yield Exceeds 40%

    There needs to be an entire course taught at management and business schools on Samsung semi . I don’t understand how they lost competitiveness in all aspects of their business in such a short period of time.
  17. M

    TSMC Reports First Quarter EPS of NT$13.94 (US$2.12 )

    No JV with Intel confirmed
  18. M

    TSMC March 2025 Revenue Report

    $100 billion revenue year looks likely
  19. M

    Intel 18A Shows Strong Progress, May Power Switch 3 GPU

    Nintendo already said the switch 2 was using a Nvidia soc
  20. M

    Tan Has a ~Year to Fish or Cut Bait

    Tan is certainly the right man for the job but I am curious as to how much time Intel itself has for a turn around. It seems to me the turnaround is time limited by intels financials and not an artificial time limit on Tans leadership. If we don’t see a material turnaround in financials soon...
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