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B
I will give this subject a literal "Jesus Christ"
Nov 30, 2025
X
In the article, he never acknowledged the consequences of aggressive spending. He blamed the last-minute rollout of the CHIPS Act...
Nov 29, 2025
X
Key Highlights from the Interview
Gelsinger, now 64, opens up about his firing ("Did it hurt? Absolutely it hurt!"), his critiques of...
Nov 29, 2025
X
Words directly from Lai—people can decide for themselves whether to take messages from the Taiwanese government seriously...
Nov 29, 2025
B
TSMC's price multiple is apparently suppressed due to geographic reason. There's no reason for such an extremely beneficiary from AI and...
Nov 29, 2025
F
This does make me wonder, Intel would have been hiring from TSMC ever since IFS started, no?
Nov 29, 2025
B
I work for one of these guys. The internal message is keep your belts tight now.
Nov 29, 2025
S
100% agree.
Only explaination is that TSMC people reported him taking classified documents AFTER they heard he was hired at Intel...
Nov 29, 2025
S
It’s hard to imagine there’s no vetting procedure at Intel before being hired at such a rank that includes at least one call to TSMC HQ...
Nov 29, 2025
S
You know I'll just take a moment here to show respect to anyone who accumulates 8+ digit (USD$) wealth legally. kudos Wei-Jen Lo.
Nov 29, 2025
S
Intel delayed by 4 years that is enough for anyone to catch-up while Apple might not have switched they might not have loosed the Mac...
Nov 29, 2025
D
Better power efficiency for the functions a TPU can do, which are more limited than a GPU. And it's my guess, based on skimpy available...
Nov 29, 2025
D
Who me? :rolleyes:
I think this falls into the NFW category. Take a look at the TPU Inter-Chip Interconnect (ICI)...
Nov 29, 2025
D
Cadence was a far easier problem space. It looks to me like Intel has only three remotely potential vectors to reach a $1T market cap...
Nov 29, 2025
Like.
TSMC's price multiple is apparently suppressed due to geographic reason. There's no reason for such an extremely beneficiary from AI and...
Sad.
I work for one of these guys. The internal message is keep your belts tight now.
Haha.
100% agree. Only explaination is that TSMC people reported him taking classified documents AFTER they heard he was hired at Intel...