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M
I think asking fund managers and economists about the development of AI technologies and applications is like asking me about women's...
Nov 6, 2025
B
In what sense?
They make other peoples stuff , so where the designers go they go no?
Nov 6, 2025
Good question.
Right now TSMC is still focusing on AI. TSMC was early to the AI train so they will continue to lead the charge for...
Nov 6, 2025
TAIPEI, Taiwan--(BUSINESS WIRE)--United Microelectronics Corporation (NYSE: UMC; TWSE: 2303) (“UMC”) today reported unaudited net sales...
Nov 6, 2025
C
I think the energy infrastructure that is being built will last a long time and create economic opportunities for decades to come.
I...
Nov 6, 2025
A
I can't see TSM not planning for the quantum computing game. Any thoughts, comments or observations welcome. Also, if not TSM, what...
Nov 6, 2025
S
The amount of investment in AI data centers is ridiculous. There is no economic rationale for it whatsoever.
All this money is being...
Nov 6, 2025
Bubbles like this could hit different companies at different times.
Nvidia getting hit is simply "a large drop in demand for their...
Nov 6, 2025
C
Jonah “Captain” Cheng, one of Taiwan’s most outspoken tech investors, believes the AI boom still has room to run. In his latest...
Nov 6, 2025
The amount of investment in AI data centers is ridiculous. There is no economic rationale for it whatsoever.
All this money is being...
Nov 6, 2025
Burry's housing bubble call was about 2 years early, and I think his AI bubble call is at least 1 year too early as well.
I think AI is...
Nov 6, 2025
Everyone is just learning to work with AI/ML at this point, and we are still in the very, very early stages of development. Once more...
Nov 6, 2025
Jonah “Captain” Cheng, one of Taiwan’s most outspoken tech investors, believes the AI boom still has room to run. In his latest...
Nov 6, 2025
K
Jonah “Captain” Cheng, one of Taiwan’s most outspoken tech investors, believes the AI boom still has room to run. In his latest...
Nov 6, 2025
S
the margins are better on 7 than 3 or 4. and we already heard about 18A being a headwind in 2026 from DZ.
Volume leads to improved...
Nov 5, 2025
Haha.
I think asking fund managers and economists about the development of AI technologies and applications is like asking me about women's...
Daniel Nenni replied to the thread Where is TSM in the quantum computing game? Who will rule?.Good question. Right now TSMC is still focusing on AI. TSMC was early to the AI train so they will continue to lead the charge for...
Like.
The amount of investment in AI data centers is ridiculous. There is no economic rationale for it whatsoever. All this money is being...
Xebec replied to the thread Opinions split over AI bubble after billions invested.Bubbles like this could hit different companies at different times. Nvidia getting hit is simply "a large drop in demand for their...