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M
Yes, I understand the accounting trick of INTEL as some further "financial engineering", perhaps to try to keep their co-investors in...
Jan 31, 2026
M
I think there is more in this case
+++++++ is Intel Style
But all of those "+" is what is TSMC is doing
N5 > N5++ > N5+++ > N5++++ >...
Jan 31, 2026
B
Elon Musk has a pattern of using other investors’ money to offset losses in his own business ventures. When possible, he seeks to obtain...
Jan 30, 2026
K
Thought this was a useful view on how rack-level AI Inference processors are evolving at both Amazon and NVIDIA.
Cable-less and...
Jan 30, 2026
Based on products selling today -- the answer seems to be 'generally yes', but not always.
AMD's leading edge CPU chiplet products on...
Jan 30, 2026
How does Nvidia and TSMC forecast wafers for China? N3 is already tight......
Jan 30, 2026
"I’m hoping that the Chinese government would allow Nvidia to sell the H200"
After days of back and forth and lots of unofficial...
Jan 30, 2026
Based on products selling today -- the answer seems to be 'generally yes', but not always.
AMD's leading edge CPU chiplet products on...
Jan 30, 2026
Yes, I understand the accounting trick of INTEL as some further "financial engineering", perhaps to try to keep their co-investors in...
Jan 30, 2026
TSMC’s 5‑year depreciation schedule for fab equipment is neither aggressive nor unusual. It’s standard industrial practice and aligns...
Jan 30, 2026
Very good points and agreed, though he's down to two cash cows at this point -- SpaceX and Tesla. If he breaks the cashflow at Tesla...
Jan 30, 2026
Elon Musk has a pattern of using other investors’ money to offset losses in his own business ventures. When possible, he seeks to obtain...
Jan 30, 2026
OK a short followup:
I asked Gemini this question on what he estimates is the N5 capacity that TSMC uses for tiles (for N2/N3...
Jan 30, 2026
B
Elon Musk has a pattern of using other investors’ money to offset losses in his own business ventures. When possible, he seeks to obtain...
Jan 30, 2026
K
It seems like the current attitude is: Apple needs a trillion-parameter model so Daniel can plan his vacation. Apple will buy 0.666...
Jan 30, 2026
Like.
Yes, I understand the accounting trick of INTEL as some further "financial engineering", perhaps to try to keep their co-investors in...
Haha.
Elon Musk has a pattern of using other investors’ money to offset losses in his own business ventures. When possible, he seeks to obtain...
user nl reacted to Xebec's post in the thread Running a foundry of Cash Cows and Little Fish: TSMC and the role of chiplets with
Daniel Nenni replied to the thread Jensen Huang says China hasn't approved H200 imports yet — also confirms no new orders placed.How does Nvidia and TSMC forecast wafers for China? N3 is already tight......
Xebec replied to the thread Running a foundry of Cash Cows and Little Fish: TSMC and the role of chiplets.Based on products selling today -- the answer seems to be 'generally yes', but not always. AMD's leading edge CPU chiplet products on...