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$12b is a lot of money for one company to lose in a quarter but it's not that much in the grand scheme of things.
Dec 11, 2025
(Image credit: TSMC)
TSMC is mulling upgrading the capabilities of its yet-to-be-built Fab 23 phase 2 in Japan in a bid to make chips on...
Dec 11, 2025
K
This is actually not a newbie question, it's very good one.
First, the simple stuff. PyTorch and Python are related only because...
Dec 11, 2025
11 December 2025
- Strategic collaboration to enhance performance of semiconductors and other advanced industries based on both...
Dec 11, 2025
C
$12b is a lot of money for one company to lose in a quarter but it's not that much in the grand scheme of things.
Dec 11, 2025
V
The BS about Google and selling their TPUs in the press has reached a new pinnacle of stupidity. All of the external TPU deals are...
Dec 11, 2025
K
My take is that Python and PyTorch both rely on well-optimized underlying application-specific and hardware-optimized packages that are...
Dec 11, 2025
I'm not really seeing it in absolute levels of capex, on balance sheets, or in company valuations.
You are seeing some speculative...
Dec 11, 2025
You only need to look at one company - OpenAI. That's what will pop the bubble. OpenAI lost $12 billion last quarter and they are losing...
Dec 11, 2025
S
swka replied to the thread
Optical Computing? .
there have been increased energy in photonics over the years. data communication is what's getting most attention. OCS by google proves...
Dec 11, 2025
L
You only need to look at one company - OpenAI. That's what will pop the bubble. OpenAI lost $12 billion last quarter and they are losing...
Dec 11, 2025
S
Love or hate him, you can't deny Elon is a hard worker and a hustler.
Consider Jeff's Blue Origin started in 2000 and Musk's SpaceX...
Dec 11, 2025
B
Newbie question: Is the infrastructure cost of AI partly related to inefficient coding languages like Python or PyTorch? Is efficient...
Dec 11, 2025
K
Interesting agreement and monetization. If anyone knows how to monetize everything, its Disney!
Dec 11, 2025
H
So far, for complex chip designs, AI is more of a productivity tool than a replacement for analog electrical engineers. Replacing the...
Dec 11, 2025
Xebec reacted to count's post in the thread AI bubble? Opinions divided on tech’s trillion dollar question with
Like.
$12b is a lot of money for one company to lose in a quarter but it's not that much in the grand scheme of things.
Daniel Nenni posted the thread TMSC ponders upgrading 2nd Japan fab to 4nm — could pave the way for more advanced chips for Japanese customers in SemiWiki Main Forum ( Ask the Experts! ).(Image credit: TSMC) TSMC is mulling upgrading the capabilities of its yet-to-be-built Fab 23 phase 2 in Japan in a bid to make chips on...
AmandaK posted the thread Siemens and GlobalFoundries collaborate to deploy AI-driven manufacturing to strengthen global semiconductor supply in Siemens EDA.11 December 2025 - Strategic collaboration to enhance performance of semiconductors and other advanced industries based on both...