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M
Question: Is TSMC fully loaded in 2026 and turning away customers on N3? N2? @Daniel Nenni
Mar 11, 2026
M
I think they are doing some of that. But remember the margins are higher on Intel 7 products. I think you have have mentioned Wildcat...
Mar 11, 2026
M
Some people argue it is the middle-sized one:
https://www.foreignaffairs.com/iran/curse-middle-sized-wars
In 1988, the military...
Mar 11, 2026
I
There is nothing common between H200 and VR both uses different Node different packing different Arch different HBM the only thing i see...
Mar 11, 2026
R
Says the backend guy. :ROFLMAO:
But seriously, I believe it is more difficult to hire great backend people than it is chip design...
Mar 11, 2026
S
There is nothing common between H200 and VR both uses different Node different packing different Arch different HBM the only thing i see...
Mar 11, 2026
Some people argue it is the middle-sized one:
https://www.foreignaffairs.com/iran/curse-middle-sized-wars
In 1988, the military...
Mar 11, 2026
US always shot its foot according to China. Don't know which foot DJT shoot himself this time
Mar 11, 2026
C
US always shot its foot according to China. Don't know which foot DJT shoot himself this time
Mar 11, 2026
F
Should I read anything into the fact that Applied Materials tried cobalt for one generation before going to tungsten (W for wolfram on...
Mar 11, 2026
In this geopolitical "chess" probably not in Xi's interest to make concessions to USA by letting in all these older NVIDIA chips...
Mar 11, 2026
This one is on Jensen. I thought for sure he had the China situation handled. I guess politics will always beat common sense.
Mar 11, 2026
This one is on Jensen. I thought for sure he had the China situation handled. I guess politics will always beat common sense.
Mar 11, 2026
Credit: Nvidia
Nvidia has halted production of artificial intelligence (AI) chips intended for the Chinese market and redirected...
Mar 11, 2026
Credit: Nvidia
Nvidia has halted production of artificial intelligence (AI) chips intended for the Chinese market and redirected...
Mar 10, 2026
Like.
Some people argue it is the middle-sized one: https://www.foreignaffairs.com/iran/curse-middle-sized-wars In 1988, the military...
user nl replied to the thread Nvidia halts China-bound H200 production, shifts TSMC capacity to Vera Rubin.Some people argue it is the middle-sized one: https://www.foreignaffairs.com/iran/curse-middle-sized-wars In 1988, the military...
Xebec reacted to Daniel Nenni's post in the thread Nvidia halts China-bound H200 production, shifts TSMC capacity to Vera Rubin with
Daniel Nenni replied to the thread Nvidia halts China-bound H200 production, shifts TSMC capacity to Vera Rubin.This one is on Jensen. I thought for sure he had the China situation handled. I guess politics will always beat common sense.