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You need to ask this guy on Twitter lol this is his sheet
https://x.com/G_melo_ding
He said he was open to feedback
Dec 15, 2025
Elon Musk's future is semiconductor dependent. I'm hearing more talk on a relationship between Musk's xAI and Intel Foundry. If so Musk...
Dec 15, 2025
STMicroelectronics (STM) has shipped over 5 billion radio-frequency (RF) antenna chips to SpaceX for the Starlink satellite network over...
Dec 15, 2025
C
Broadcom announced $73B in TPU/XPU AI acceleration revenue over the next 6 quarters. It is my understanding that Broadcom delivers data...
Dec 15, 2025
S
This is from Hot Chips 2025 Google is the main customer for this one...
Dec 15, 2025
M
Help me on this google commissioned Chip? whats the story?
Dec 15, 2025
S
Tensor is at TSMC as well alongside the custom Chip Google Commissioned Intel(missed Opportunity).
Dec 15, 2025
I
Given the way the AI-driven chip market is going through the roof, I suspect TSMC's revenue from Broadcom revenue is increasing but...
Dec 15, 2025
M
Interesting. So then TSMC Revenue from Broadcom should be dropping and Google Increasing, correct? I have worked on partnerships like...
Dec 15, 2025
S
Beyond a given point, lowering voltage further increases power consumption per operation.
If you look at power-delay product, this...
Dec 15, 2025
S
maybe half of it
Dec 15, 2025
Y
‘ Nvidia is the new Intel’. Is that a positive or negative remark? 🤣
Dec 15, 2025
I
Beyond a given point, lowering voltage further increases power consumption per operation.
If you look at power-delay product, this...
Dec 15, 2025
A
Probably not. Lip-Bu will transform Intel but they will no longer be as dominant. They will certainly be relevant and innovative but not...
Dec 15, 2025
I'm wondering about the 160 hrs being reduced to 10 mins. I would guess during some of those 160 hours, some of the activity will be...
Dec 15, 2025
Xebec reacted to siliconbruh999's post in the thread Core Size Info from CPU Cores from Intel/AMD/Apple/MTK/QCOM with
Like.
You need to ask this guy on Twitter lol this is his sheet https://x.com/G_melo_ding He said he was open to feedback
Daniel Nenni replied to the thread STMicroelectronics has shipped over 5 billion chips to SpaceX for the Starlink.Elon Musk's future is semiconductor dependent. I'm hearing more talk on a relationship between Musk's xAI and Intel Foundry. If so Musk...