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True. Google will make so much more money selling cloud space than chips. I wonder how many people are asking Google about chip sales...
Dec 4, 2025
E
I am just telling you they will not break even in 2027. Fab 52 isnt even fully loaded at the end of 2026. Fab62 is not tooled out in...
Dec 4, 2025
E
Mr. Mong Song Liang’s verdict involved multiple aspects, including leaking trade secrets, IP protection, and violations of a non-compete...
Dec 4, 2025
E
Someone in this forum earlier speculated that perhaps Intel's offer came up after his exit interview. I am leaning towards believing...
Dec 4, 2025
Mr. Mong Song Liang’s verdict involved multiple aspects, including leaking trade secrets, IP protection, and violations of a non-compete...
Dec 4, 2025
Google has search, Gemini AI, TPU chips, the software stack, and a close partnership with TSMC. Hard to beat. Exciting times in the...
Dec 4, 2025
Google and Samsung just attacked Nvidia from both sides of the map. On one end, Google’s new Ironwood TPU is a seventh-gen accelerator...
Dec 4, 2025
K
Google’s renewed momentum in the AI race has drawn global attention, but much of the conversation still centers on software and...
Dec 4, 2025
Can you expand a little further -- are you saying that mobile handset, PC OEMs, and other devices that use RAM or storage aren't affected?
Dec 4, 2025
B
End product only then
Dec 4, 2025
The TV program mentioned that the real impact of WJL moving to Intel is improving the organisational culture at IFS (which is exactly...
Dec 4, 2025
Taiwan might be getting a little bit paranoid: Taiwan prosecutors said on Tuesday they had charged Tokyo Electron's Taiwan unit with...
Dec 4, 2025
In light of these news, I got curious about the previous case where TSMCsued the executive who joined Samsung. Here is what I found...
Dec 4, 2025
Someone in this forum earlier speculated that perhaps Intel's offer came up after his exit interview. I am leaning towards believing...
Dec 4, 2025
It may take a couple of years, but some day Micron will face a market in oversupply. I hope they have considered the impact of this...
Dec 4, 2025
Daniel Nenni replied to the thread Google’s 400,000-Chip Monster Tensor Processing Unit Just Destroyed NVIDIA's Future!.True. Google will make so much more money selling cloud space than chips. I wonder how many people are asking Google about chip sales...
Like.
I am just telling you they will not break even in 2027. Fab 52 isnt even fully loaded at the end of 2026. Fab62 is not tooled out in...
hist78 replied to the thread TSMC formally sues ex-SVP over alleged transfer of secrets to Intel.Mr. Mong Song Liang’s verdict involved multiple aspects, including leaking trade secrets, IP protection, and violations of a non-compete...
Xebec replied to the thread AI frenzy is driving a new global supply chain crisis.Can you expand a little further -- are you saying that mobile handset, PC OEMs, and other devices that use RAM or storage aren't affected?