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Two slides from the keynote that I found interesting in the part discussing the Rubin+Groq LPX chip:
And here the (g)estimated annual...
Mar 17, 2026
https://electrek.co/2026/03/16/teslas-terafab-chip-fab-ambitions-ignore-its-total-lack-of-semiconductor-experience/
two take away:
1...
Mar 17, 2026
S
https://electrek.co/2026/03/16/teslas-terafab-chip-fab-ambitions-ignore-its-total-lack-of-semiconductor-experience/
two take away:
1...
Mar 17, 2026
F
It's the ASML machine which they've recently achieved 7nm capability with. The yield rate is still unknown.
Mar 16, 2026
F
It's not. Domestic probably < 40%. Most key steps are international equipment, some steps are shared by international and domestic.
Mar 16, 2026
S
one of my startup 20 years ago closed door on 4/1. Of course, we all thought it is a management poorly placed joke :)
Mar 16, 2026
M
No matter where the fabs are or who Musk partners with, where are the EUV machines going to come from? Doesn't ASML's backlog already...
Mar 16, 2026
SINGAPORE, March 16 (Reuters) - China's Hua Hong Group has developed advanced chip manufacturing technologies that can be used to...
Mar 16, 2026
J
I see no way to go it alone. Just the unique materials supply chains alone requires loads of expertise he doesn't have. What to do...
Mar 16, 2026
Let’s look at this logically. Let’s take into account all of Elons promises and how frequently they don’t come true? Let’s go through...
Mar 16, 2026
After listening to this podcast, I bought the book, which I found an enjoyable read. (Like the podcast talked about,) The book covers...
Mar 16, 2026
Photo also used in the NYT report:
https://www.nytimes.com/2026/03/16/technology/nvidia-gtc-ai-chips-huang.html
Mr. Huang unveiled a...
Mar 16, 2026
Photo also used in the NYT report:
https://www.nytimes.com/2026/03/16/technology/nvidia-gtc-ai-chips-huang.html
Mr. Huang unveiled a...
Mar 16, 2026
Let’s look at this logically. Let’s take into account all of Elons promises and how frequently they don’t come true? Let’s go through...
Mar 16, 2026
M
Let’s look at this logically. Let’s take into account all of Elons promises and how frequently they don’t come true? Let’s go through...
Mar 16, 2026
user nl replied to the thread NVIDIA GTC 2026: Mystery Chip, Vera Rubin, Feynman — Everything You Need to Know.Two slides from the keynote that I found interesting in the part discussing the Rubin+Groq LPX chip: And here the (g)estimated annual...
Like.
https://electrek.co/2026/03/16/teslas-terafab-chip-fab-ambitions-ignore-its-total-lack-of-semiconductor-experience/ two take away: 1...
Haha.
one of my startup 20 years ago closed door on 4/1. Of course, we all thought it is a management poorly placed joke :)
Daniel Nenni posted the thread Exclusive-China’s No. 2 chipmaker readies 7 nm production as Beijing ramps up self-sufficiency drive in SemiWiki Main Forum ( Ask the Experts! ).SINGAPORE, March 16 (Reuters) - China's Hua Hong Group has developed advanced chip manufacturing technologies that can be used to...
hist78 reacted to Mooredaddy's post in the thread Musk says Tesla's mega AI chip fab project to launch in seven days with
Xebec posted the thread Discussion on Semiwiki Podcast 332: How AI Really Works in SemiWiki Main Forum ( Ask the Experts! ).After listening to this podcast, I bought the book, which I found an enjoyable read. (Like the podcast talked about,) The book covers...
