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Let me be humble, I do not know him and I'm also not a semiconductor industry expert. I'm sure there may be many errors in all his...
Mar 14, 2026
March 14 (Reuters) - Tesla (TSLA) CEO Elon Musk said on Saturday that the company's Terafab project to make artificial intelligence...
Mar 14, 2026
Let me ask you this, how do you view Dylan Patel's credibility as a semiconductor industry expert?
Mar 14, 2026
Nice general AI-summary of the 2-hour podcast. Still, I found it very interesting to listen to all the reasoning, arguments and details...
Mar 14, 2026
Here is a 500 word AI summary:
The Global Race for AI Compute: Infrastructure, Semiconductors, and the Bottlenecks Ahead (≈500 words)...
Mar 14, 2026
Here is a 500 word AI summary:
The Global Race for AI Compute: Infrastructure, Semiconductors, and the Bottlenecks Ahead (≈500 words)...
Mar 14, 2026
B
Visuals are important.
Rather be looking like doing something
Mar 13, 2026
B
These regulations are nonsense. You can sell to non restricted countries and Nvidia does not have to monitor who may use cloud...
Mar 13, 2026
I find curious the two charts on TSMC N3 wafer capacity, and N3 wafers shipped: They show N3 wafer capacity decreasing QoQ in Q4 2024...
Mar 13, 2026
the capex forecast tells it all. That is why we have a shortage.
Reminder... HBM isnt the only thing short and DDR5 prices and margins...
Mar 13, 2026
There is also today a very long youtube interview/Dwarkesh Podcast with the main author, Dylan Patel, on this topic.
It seems like...
Mar 13, 2026
B
Sometimes seeing things like this make me think AI should never have happened
Mar 13, 2026
B
On the "What is AI doing to the PC market this year" topic -- you will be able to buy "two DIMM kits" with one fake/filler "memory"...
Mar 13, 2026
There is also today a very long youtube interview/Dwarkesh Podcast with the main author, Dylan Patel, on this topic.
It seems like...
Mar 13, 2026
the capex forecast tells it all. That is why we have a shortage.
Reminder... HBM isnt the only thing short and DDR5 prices and margins...
Mar 13, 2026
user nl replied to the thread The Great AI Silicon Shortage.Let me be humble, I do not know him and I'm also not a semiconductor industry expert. I'm sure there may be many errors in all his...
Daniel Nenni posted the thread Musk says Tesla's mega AI chip fab project to launch in seven days in SemiWiki Main Forum ( Ask the Experts! ).March 14 (Reuters) - Tesla (TSLA) CEO Elon Musk said on Saturday that the company's Terafab project to make artificial intelligence...
Like.
These regulations are nonsense. You can sell to non restricted countries and Nvidia does not have to monitor who may use cloud...
Sad.
On the "What is AI doing to the PC market this year" topic -- you will be able to buy "two DIMM kits" with one fake/filler "memory"...
the capex forecast tells it all. That is why we have a shortage. Reminder... HBM isnt the only thing short and DDR5 prices and margins...