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F
Just to fill in a bit here about Dylan's background, for those wondering.
He's a 29 year old whose business is ~$40m revenue, and...
Nov 9, 2025
HSINCHU, Taiwan, R.O.C. – Nov. 10, 2025 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for October 2025: On a...
Nov 9, 2025
K
I think you're a little off on your thinking - there are really three different pieces to the puzzle.
* Data Center training
* Data...
Nov 9, 2025
K
Just a dumb question - your technology could work for replacing logic, but the big challenge for AI isn't the logic. It's really the...
Nov 9, 2025
Y
Has Nvidia and TSMC ever been closer? No, not in the 30+ years I have witnessed. I have no doubt that Nvidia will work with Intel and...
Nov 9, 2025
T
Agree 100%. I use Grok, it is better than ChatGPT for what I do. If you consider the amount of data Elon Musk ventures take in it seems...
Nov 9, 2025
T
Yes and No --
He certainly doesn't want to lose to Sam at OpenAI, but Tesla has real world applications that also require a large # of...
Nov 9, 2025
T
""So I think we may have to do a Tesla terafab. It's like giga but way bigger. I can't see any other way to get to the volume of chips...
Nov 9, 2025
T
Intel has lots of extra capacity.... Saved Samsung.... could save Intel.
Nov 9, 2025
T
If this guy (Altman) has the $1.4tn to spend he claims to have (and there's booming demand for his company's stuff), might I suggest...
Nov 9, 2025
T
(Reuters) -OpenAI CEO Sam Altman on Friday doubled down on the company's ask for the U.S. to expand eligibility for a Chips Act tax...
Nov 9, 2025
S
I think if Altman stood in my garden and talked for twenty minutes or so I wouldn't have to fertilize it for the next few years.
Nov 9, 2025
S
If this guy (Altman) has the $1.4tn to spend he claims to have (and there's booming demand for his company's stuff), might I suggest...
Nov 9, 2025
B
(Reuters) -OpenAI CEO Sam Altman on Friday doubled down on the company's ask for the U.S. to expand eligibility for a Chips Act tax...
Nov 9, 2025
Apple has been shipping TSMC N3 parts for the past two years and will move to TSMC N2 in 2026. TSMC N3 production in AZ will start in...
Nov 9, 2025
Like.
Just to fill in a bit here about Dylan's background, for those wondering. He's a 29 year old whose business is ~$40m revenue, and...
Daniel Nenni posted the thread TSMC October 2025 Revenue Report in SemiWiki Main Forum ( Ask the Experts! ).HSINCHU, Taiwan, R.O.C. – Nov. 10, 2025 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for October 2025: On a...
Haha.
""So I think we may have to do a Tesla terafab. It's like giga but way bigger. I can't see any other way to get to the volume of chips...