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A view shows a Tesla logo at a charging station in Mumbai, India, August 4, 2025. (REUTERS/Francis Mascarenhas/File Photo)
By Akash...
Jan 29, 2026
People always talk about and compare the PPA (Power, Performance, and Area) in the semiconductor industry. In reality, it should be...
Jan 29, 2026
"Hsu said that in the past, transformer lead times were about one year; now they are three to four years. Orders placed today may not be...
Jan 29, 2026
There may be an opportunity for on-site (giant) batteries to help here. i.e. when workloads are below a certain % - charge up the...
Jan 29, 2026
Way back in 2022, IEEE Spectrum published a special report on the transition to EV's (The EV Transition Is Harder Than Anyone Thinks)...
Jan 29, 2026
Over the past year, most discussions around AI infrastructure have focused on GPUs, advanced packaging, and semiconductor supply chains...
Jan 29, 2026
E
Way back in 2022, IEEE Spectrum published a special report on the transition to EV's (The EV Transition Is Harder Than Anyone Thinks)...
Jan 29, 2026
There may be an opportunity for on-site (giant) batteries to help here. i.e. when workloads are below a certain % - charge up the...
Jan 29, 2026
"Hsu said that in the past, transformer lead times were about one year; now they are three to four years. Orders placed today may not be...
Jan 29, 2026
Over the past year, most discussions around AI infrastructure have focused on GPUs, advanced packaging, and semiconductor supply chains...
Jan 29, 2026
S
It's a bit ironic considering reason for TSMC existence is the strong support of the government in early years and even now they get...
Jan 29, 2026
S
From what I see today AI will be a job shift similar to what spreadsheet did. Lots of people said Excel would kill jobs but what it...
Jan 29, 2026
S
Intel was like that. I agreed with the concept in principle, but as usual in big companies the implementation often produced the wrong...
Jan 29, 2026
A
I don't fancy your chances unless Intel can recruit Dr. Who... ;)
Jan 29, 2026
"Hsu said that in the past, transformer lead times were about one year; now they are three to four years. Orders placed today may not be...
Jan 29, 2026
Daniel Nenni posted the thread Tesla invests $2 billion in Musk’s xAI and reiterates Cybercab production starts this year in SemiWiki Main Forum ( Ask the Experts! ).A view shows a Tesla logo at a charging station in Mumbai, India, August 4, 2025. (REUTERS/Francis Mascarenhas/File Photo) By Akash...
Xebec reacted to hist78's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with
Like.
People always talk about and compare the PPA (Power, Performance, and Area) in the semiconductor industry. In reality, it should be...
Haha.
I don't fancy your chances unless Intel can recruit Dr. Who... ;)
hist78 replied to the thread Not chips—transformers are the Taiwan-made components AI data centers need most. Even Musk and Zuckerberg can’t get around them.."Hsu said that in the past, transformer lead times were about one year; now they are three to four years. Orders placed today may not be...