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War is the last refuge of the incompetent, and I hope the Chinese leadership will realizes war is the worst option. Even the winner in a war suffers and, in most cases, no one wins without terrible costs. It's time for leaders to focus and win/win scenarios as the best alternative. Tech is...
In this age of high-tech semis, the digital world that knows no borders is becoming the next area of economic growth and conflict with digital services of all types from business services to entertainment all growing at a rapid clip. This area of business and commerce can move and morph faster...
Being the birthplace of of modern technologies from the railroads, highways, aircraft and numerous other technologies, it's time for the US to take the lead in cutting edge automation. Already for a number of years the US has plants that operate dark with limited human interaction with some...
Will China overcome chip and equipment bans and to what extent? Are we just forcing China to accelerate their progress and will they even come close? Any thoughts or comments appreciated.
The computer system in self-driving Tesla cars is far more powerful than most home computers and could this be a very powerful home computer when not being used by the car?
US medical with the world's highest cost and low on the quality scale presents the largest opportunity for the tech sector. Applying AI/ML and robotics just in the US presents the largest single opportunity for growth and when looking at the world markets, the opportunities are literally...
Apple announced a major effort to build US AI data centers in the US using US made Nvidia chips made by TSM in their US fabs. This morning on CNBC. Any thoughts on how this will work with their new iPhones set up for AI?
Apple will spend more than $500 billion in the U.S. over the next four...
Any thoughts on the impact or lack thereof would be greatly appreciated, Thanks
Microsoft says it's made a major breakthrough in quantum computing capabilities with the Majorana 1, its first quantum chip, and the first of its kind to be powered by what are called topological qubits.
What's...
TSM rules the high end and will continue to do so. Cutting a deal with the largest power on earth is just common sense. It won't be easy, but if handled properly, both sides could win. A win/win situation is almost always preferable to conflict. If done properly, both sides could win big...
AI/ML combined with advanced testing procedures and imaging presents an ideal opportunity to lower costs and greatly decrease the manpower needed in this area. The big question is what actions will the medical lobby take in the US to protect its turf that has high costs and low quality compared...
Control of advanced chip manufacturing is key to a modern, leading economy and the US needs TSM to stay on top, the only question is how to cultivate a high-tech economy and retain economic leadership. So far, the US the US and allies are the leaders and hope to stay that way.
Will China expand the capabilities of Deep Seek or work to acquire the tech to build a full-scale AI chip? Are there any other related areas China will try to make major moves in the semiconductor sector?
Like the Chinese have penetrated many markets, the auto market will be no exception, even if not in the US. If BYD penetrates many foreign markets, all foreign auto and parts makers will take a serious hit. This will make all of the auto markets more competitive. Will this upset the auto...
BYD is set to enter many western markets with electric cars with full self-driving systems based on Deep Seek AI technology. Already a major car maker in several markets BYD is set to bring advanced AI technology to the US car market at a price that other auto makers will be unable to match...
