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With medical taking twenty cents of every dollar in the US for medical that is not even close to top quality, will the Chinese with fast advancing medical robots of all types enable them to take the economic lead in the future? This is a market of staggering size from automated surgery and...
https://newatlas.com/computers/mibmi-text-accuracy/
Any thoughts on this new area for chips? I hope it never leads to a brain control interface. The thought of it leading to a brain control chip might be next could have serious social implications that have not been fully explored. Any...
If not AMAT, who is the leader in automating semiconductor production? If not, who are the leaders? Will the semi sector lead the world in precision automation or will it be other sectors? Any thoughts or comments appreciated.
AI/ML/AA will disrupt everything as we now know it. The semiconductor world will be the main driver of all three of these trends. The combination of AI/ML/AA will change everything from basic skills to the most advanced degrees, it will be able to take over even most of our most advanced...
When a director brought in to help clean things up leaves after just two years, it indicates usually serious problems. I wonder if we should expect more board shake ups as time passes. Any thoughts if Intel can turn around and who would be the person to do it...
With real estate, labor costs and retail theft all going up, when will stores and warehouses be converted to giant automated vending machines? The savings through more efficient land and energy use would be substantial especially with cube warehouses where the racks double as building structure...
From robotic surgery to automated labs to just about every profession there is now few if any fields of endeavor that AI/ML combined with advanced robotics and communications that can't be seriously disrupted. Advanced large-scale memory will also be a factor for it combined with AI/ML it will...
As the number two in the fab business, is there any way Samsung could come close to or maybe even pass TSM or is it game over and TSM will dominate for at least the next decade? Any chance TSM will become a major player in high band width memory and pose a threat to one of Samsungs business...
Just over the air on CNBC, Intel/Softbank agreement to build a superior AI chip to Nvidia fall apart. The latest word is Softbank might work with TSM to build a leading high end AI chip. Only time will tell. This happening I doubt since TSM makes not only the Nvidia AI chip, but also the AMD...
Intel's biggest problem is TSMC and it is not only not going away but getting stronger while building new fabs on Intel's home turf. Intel will need some radical changes to get out of a mess caused by arrogance. It could be done, but the right person who can put together a good team will be...
If China can't buy AI chips, could they just use offshore data centers instead? Could China use proxies to get access? Any information and opinions on this appreciated.
Blackstone with one trillion dollars under management is going all in on datacenters, Jon Gray president announcing this morning on CNBC. He also feels power will also to power these centers will be a critical area of concern.
With medical costs rising worldwide, will China become the leader in medical automation and applying AI or will the US medical lobbies put the US in second place? Medical costs and gross inefficiencies in US medical are set to be the biggest threat to this country, with medical taking over...
Israel definitely has the talent and is going to run out of hardware at the rate their using it, even with allies restocking it. Any thoughts on when cyber war will come of age and be a branch of most militaries? How far along do the readers feel this trend already is? Just look at the...
With the US haveg only moderate quality medical at tremendous cost, the ability of AI/ML to do everything from diagnostics to actual surgery are needed to maintain economic and social stability. AI/ML will power everything from research to diagnostics to operations with high quality and lower...
https://newatlas.com/health-wellbeing/robot-dentist-world-first/
It won't be long until this technology improves and spreads. It already can best a dentist in many areas. Another market for semis of many types.
https://www.msn.com/en-us/news/technology/mit-s-breakthrough-transistor-could-be-game-changer-for-electronics/ar-BB1qJEaZ?ocid=msedgdhp&pc=ASTS&cvid=5aa8934f198442cd8778dd95e9fc7ae9&ei=56
Will this be a game changer or just another lab only curiosity due to limitations of some type or too hard...
