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S
Elon disrupts. He may not be perfect but disruptors are generally not. Exciting times in the semiconductor industry, absolutely.
Mar 8, 2026
D
Two ways to increase production, more wafers in and better yield out. Is this a capacity problem, a yield problem or all of the above?
Mar 8, 2026
Elon disrupts. He may not be perfect but disruptors are generally not. Exciting times in the semiconductor industry, absolutely.
Mar 8, 2026
Elon Musk has scrapped traditional resumes and cover letters for engineers applying to work on Tesla’s next-generation AI chip...
Mar 8, 2026
Agreed. This also tracks revenue versus unit sales. Nvidia really is skewing the numbers here. Even so, great numbers. AI really is...
Mar 8, 2026
S
Well i don't have doubt A18 Pro will beat this in CPU cause Apple CPU cores are the best currently out there for client workloads at least
Mar 8, 2026
B
That will be an interesting benchmark comparison particularly to see if the A18 Pro can have more wattage put through it in a laptop...
Mar 7, 2026
S
Sometimes you have to. From 2016-2020 Buffett heavily invested in US airlines, and lost a bundle selling in 2020. I just sat by when...
Mar 7, 2026
S
Intel has wild cat lake on 18A for low end that competes with it though it's for a wider audience compared to Apple
Mar 7, 2026
T
Well, big thing is that the low end market has received a bomb from Apple's Macbook Neo. It may help with freeing up Intel 7 capacity...
Mar 7, 2026
B
Plenty of inventory need restocking this year
Mar 7, 2026
D
I won't bet against Buffett.
Mar 7, 2026
don't think intel or AMD stock is in bubble category
Mar 7, 2026
Any technology not yet running in production is always a great technology ahead of schedule with perfect PPA. Its when we start making...
Mar 7, 2026
from Apple A18 with TSMC N3E to Apple A19 with TSMC N3P, source = Kurnal Insights
Mar 7, 2026
Like.
Elon disrupts. He may not be perfect but disruptors are generally not. Exciting times in the semiconductor industry, absolutely.
Daniel Nenni replied to the thread Elon Musk kills résumés for chip hires and wants these 3 bullet points.Elon disrupts. He may not be perfect but disruptors are generally not. Exciting times in the semiconductor industry, absolutely.
Xebec reacted to siliconbruh999's post in the thread Intel CEO Tan reconsidering fate of chipmaker's new manufacturing tech, CFO says with
