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S
They also said they are unsure about where this would stand they are currently at 30% would they keep at 30% or it would be more like...
Jan 18, 2026
I
I don't get it if we are so worried about China taking over Taiwan, why don't we sell a few nukes to Taiwan, so Taiwan can bomb Beijing...
Jan 18, 2026
F
They do not but China could block it, much like the blocked Tower Semi acquisition. The difference here being that the US Government is...
Jan 18, 2026
Are we really sure that Intel Foundry’s wafer costs are lower than TSMC’s? When we consider all the direct and indirect cost tied to...
Jan 18, 2026
B
US is busy making a ton of enemies. It almost seems intentional at this point.
Jan 17, 2026
S
You obviously didn't read my post quoting Google. The deal between Google and Anthropic is for TPUs in Google Cloud.
There is...
Jan 17, 2026
V
It’s crazy when you realize what the implications really are.
Jan 17, 2026
V
I wouldn't assume Taiwan couldn't defend itself. They have a fairly large military for their size, and islands can be notoriously...
Jan 17, 2026
V
There is little doubt China could take over Taiwan, but there is huge doubt as far as the cost. As Russia is finding out with the...
Jan 17, 2026
B
US is busy making a ton of enemies. It almost seems intentional at this point.
Jan 17, 2026
Taiwan was developing nukes in the 1970s and 1980s but the US opposed it. We probably regret that now. Taiwan having nukes could give...
Jan 17, 2026
K
All true. But my understanding is that the bulk of advertising has already gone over from the legacy media to the internet companies. If...
Jan 17, 2026
I don't get it if we are so worried about China taking over Taiwan, why don't we sell a few nukes to Taiwan, so Taiwan can bomb Beijing...
Jan 17, 2026
D
Don't leave China out.
Jan 17, 2026
It’s crazy when you realize what the implications really are.
Jan 17, 2026
Like.
They do not but China could block it, much like the blocked Tower Semi acquisition. The difference here being that the US Government is...
hist78 replied to the thread Lip-Bu Tan Update on 18A and 14A.Are we really sure that Intel Foundry’s wafer costs are lower than TSMC’s? When we consider all the direct and indirect cost tied to...
Daniel Nenni replied to the thread Taiwan and the porcupine war defence.Taiwan was developing nukes in the 1970s and 1980s but the US opposed it. We probably regret that now. Taiwan having nukes could give...