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  1. M

    Sources Say Intel Is An Acquisition Target

    wall street is actually braindead. They call themselves smart money but man they are so gullible
  2. M

    Bloomberg: Be Careful With Nvidia, AI Theme in 2025, Veteran Investor Dan Niles Says

    Dan Niles is a permabear just to give some context
  3. M

    TSMC CoWoS Order Cut Rumors Resurface

    C.C just basically called BS on this rumour. Never made any sense regardless
  4. M

    TSMC December 2024 Revenue Report (33.9%)

    If I’m not mistaken C.C has said 2nm is outpacing 3nm in design wins. We’ll hear more soon I imagine.
  5. M

    Japanese Chipmaker Rapidus Sets Sight on Broadcom to Emulate Taiwan Semiconductor's Market Dominance

    Rapidus will 100% fail in my opinion. They have neither the scale, experience, nor technology to operate a successful business at the leading edge. It’s an absurd venture in all manners
  6. M

    Is TSMC’s 2nm chip out of the running? Two key reasons why Nvidia and Qualcomm join hands with Samsung are exposed

    Korean media is ALWAYS coping and spreading fud on tsmc. It’s sad anyone falls for this
  7. M

    Snapdragon 8 Elite Gen 2 Will Exclusively Be Mass Produced On TSMC’s 3nm ‘N3P’ Process, Samsung Has Lost The Production Bid

    Tell me you don’t know how semiconductors work without telling me you know how semiconductors work
  8. M

    Russia has written a “road map” for creating a sovereign lithograph cheaper and simpler than ASML

    Lmaooooooo. Russia doesn’t have a prayer of pulling anything like this off
  9. M

    Is this Peter Zeihan guy a comedian?

    A hack imo who fashions himself an expert on all things. He should stay in his lane
  10. M

    iPhone 18 series: Rumor claims 2026-bound A20 Pro chipset could be built by Intel

    Chinese fud to try and undermine Taiwan clearly. Now that they are getting completely cut off
  11. M

    Chinese memory makers are dumping DDR4 memory on the market for less than reused chips — undercutting South Korean rivals' pricing by 50%

    Oh come off it. We really have to debate the man is eating it now when it’s right info front of him.
  12. M

    TSMC cannot make 2nm chips abroad now: MOEA

    Biggest reason is the ROC military is rife with CCP sympathizers. It would be a disaster and an major coup for China to get a hold of so many sensitive documents
  13. M

    Foundry woes push Samsung to weigh once-unthinkable collaboration with TSMC

    Doesn’t make any sense for TSMC to ally with a rival that has stated it hopes to surpass them. They are also already in partnership with SK Hynix who has the tech lead.
  14. M

    Johnson Suggests Republicans May Repeal CHIPS Act—Then Quickly Walks Back Comment

    Boils down to “Biden bad” for these guys. They don’t have any policy positions. If the Democrats passed something they want it repealed. That’s as far as they think
  15. M

    Intel celebrates significant progress at its Ohio Silicon Heartland fabs

    Did they really announce the basements being finished. Low bar literally 😭
  16. M

    Special Report: Inside Intel, CEO Pat Gelsinger fumbled the revival of an American icon

    No hyperthreading in 2024 when so many apps gave been optimized for multithreading is a head scratcher
  17. M

    Special Report: Inside Intel, CEO Pat Gelsinger fumbled the revival of an American icon

    My point exactly. All of samsung and sk skynix's fabs are in artillery range of a batsh*t insane country that is open about wanting to destroy it. And has nukes. The israel point is good too. Israel is actively underfire. It's a poor argument against taiwan for people to use IMO
  18. M

    Special Report: Inside Intel, CEO Pat Gelsinger fumbled the revival of an American icon

    New desktop products from intel were a performance disaster from benchmarks I've seen. Big increase in power efficiency but REGRESSION in performance. Haven't seen that since AMD bulldozer days
  19. M

    TSMC’s American chip production yields surpass Taiwan’s

    Zeihan styles himself as a expert on all things, and because of that I ignore his take on semis especially
  20. M

    NVIDIA Reportedly in Talk with Samsung for Potential GPU Orders amid Rumored Tensions with TSMC

    Whenever you see a source with samsung somewhere in the title you can assume its bunk. The rumours coming our of korea are especially worthless imo
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