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  1. M

    NVIDIA Announces Financial Results for Fourth Quarter and Fiscal 2025

    I don't think we'll ever have enough compute if you think about it. The universe is infinitely complex and so is the mountains of data produced every day. Didn't make much sense to me too.
  2. M

    Apple reveals first custom modem chip, shifting away from Qualcomm

    imagining a Titanic scenario as you call after your phone as it sinks to the depths lol
  3. M

    TSMC Will Not Take Over Intel Operations

    I.E the auto industry is going to get decimated by tariffs on mexico and canada. Also the semi industry is by nature a global industry, from design, tools, fabrication, testing, packaging. Trying to get it all in one place is insane and just makes everyone poorer. Tariffs are econ 101 bad...
  4. M

    TSMC Will Not Take Over Intel Operations

    Am I demanding TSMC get special treatment via the handcapping of its competitors? That is quite a difference, don't be selectively blind to that. I admire TSMC because they simply outcompete and out hustle their competitors. Being punished for that is simply unfair.
  5. M

    Why is Trump Targeting TSMC? Expert Reveals the Hidden Agenda: "Saving Intel"

    Exactly. It would destroy tsmc margins to absorb Intel fabs. There is no reason for them to do it. Better to take trumps ridiculous tarrifs then that
  6. M

    Why is Trump Targeting TSMC? Expert Reveals the Hidden Agenda: "Saving Intel"

    His entire life is a fraud and somehow tens of millions of American's voted for this felon. Let's also not forget his Wharton Prof said he was the dumbest student he'd ever had and then Trump sued to keep his uni transcript private. Guys a monumental fraud and idiot of epic proportions.
  7. M

    Why is Trump Targeting TSMC? Expert Reveals the Hidden Agenda: "Saving Intel"

    And let’s recall this is the man who somehow ran a casino into bankruptcy
  8. M

    Why is Trump Targeting TSMC? Expert Reveals the Hidden Agenda: "Saving Intel"

    Companies pay in advance. Don't think of it as launched products. I can assure you nvidia is probably already paying for N3 in some capacity even as blackwell is on N4
  9. M

    Why is Trump Targeting TSMC? Expert Reveals the Hidden Agenda: "Saving Intel"

    Kevin you really don't know what you are talking about so I suggest you stop :LOL:. Look at the N3 revenue numbers
  10. M

    Why is Trump Targeting TSMC? Expert Reveals the Hidden Agenda: "Saving Intel"

    Why would TSMC ever agree to help incubate a competitor and share technology at that. I hate the idea
  11. M

    Why is Trump Targeting TSMC? Expert Reveals the Hidden Agenda: "Saving Intel"

    N2 is an outstanding node from what I hear. 18A we've heard about for years and still nothing concrete. And now the U.S gov wants TSMC to share tech with Intel? TSMC should tell this admin to get bent.
  12. M

    Why is Trump Targeting TSMC? Expert Reveals the Hidden Agenda: "Saving Intel"

    he's an idiot. What do you expect
  13. M

    Baird notes supply chain talk of Intel fab spinoff with TSMC involved

    One out there analyst note and Intel stock moves 30%. Smells like manipulation to me. Why on earth would tsmc agree to tech transfer to Intel
  14. M

    US give TSMC three options

    I hate all of this from a tsmc investor standpoint. Why is the U.S gov trying to strongarm tsmc when they have already gone over and above building fabs in Arizona.
  15. M

    TSMC January 2025 Revenue Report and the Statement on the Impact of Earthquake

    Taiwan keeps getting hit by earthquakes. Frustrating to say the least
  16. M

    Intel Reports Fourth-Quarter and Full-Year 2024 Financial Results

    Cut 20k jobs. Rough. Hope those affected land somewhere nice
  17. M

    Trump To Tariff Chips Made In Taiwan, Targeting TSMC

    Vast oversimplification. I have first hand experience with dementia in my family, and it really looks like trump has dementia. He gets fixated on words he doesn't understand and then just cant let them go. He keeps repeating and repeating them and reads sentences back to himself. Its very...
  18. M

    CC Wei discussed the challenges of establishing TSMC's foundry in the US

    Debby downer crew you two always. Why are you two always SO down on TSMC. C.C is clearly being flippant in an informal talk. There is nothing to suggest TSMC is becoming complacent. Rather they are consistently executing at a high level in the most complex business there is. Have there been...
  19. M

    Sources Say Intel Is An Acquisition Target

    No he doesn't. Look up who actually started tesla.
  20. M

    Sources Say Intel Is An Acquisition Target

    Musk has such an enormous ego he might actually think he can run a semi company with zero experience. It would be a disaster imo
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