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K
Based on this announcement, I'm not seeing an obvious huge gain for customers or for AI ASIC providers. NVLink is a so-called scale-up...
Mar 31, 2026
B
Folks, the drought in the west, in the Colorado River basin, is bad. The river is currently over-consumed by 1-2 million acre-feet, or...
Mar 31, 2026
J
According to reports, Rapidus has a pilot line running 2nm technology now. Full process. Mass production in 2027.
If they have mass...
Mar 31, 2026
L
Based on this announcement, I'm not seeing an obvious huge gain for customers or for AI ASIC providers. NVLink is a so-called scale-up...
Mar 31, 2026
M
According to reports, Rapidus has a pilot line running 2nm technology now. Full process. Mass production in 2027.
If they have mass...
Mar 31, 2026
B
The total commitment is around $13 billion.
Since the project is burning through a massive amount of tax money, it’s under heavy...
Mar 31, 2026
Yes. Samsung is buying customers at 7-4nm which is why TSMC is moving capacity down to 3nm because Samsung S3F 100% failed. This is a...
Mar 31, 2026
J
Daniel- Would you consider TSMC and Samsung's 4nm nodes to be at the commodity level?
Mar 31, 2026
K
The NOT TSMC market has never been stronger and we can thank TSMC for that. Design starts have never been easier thanks to the TSMC...
Mar 31, 2026
From the video, it sounds more like NVIDIA wants to get other people’s processors and hardware into NVIDIA’s rack-level solutions...
Mar 31, 2026
Great news for N3 customers! Japan fabs go up quickly. Japan neighbors calls them Night Castles because work is done around the clock...
Mar 31, 2026
K
That is how I read it. Jensen sure is putting their money where their mouth is. Better than the stock buy backs and other financial...
Mar 31, 2026
K
From the video, it sounds more like NVIDIA wants to get other people’s processors and hardware into NVIDIA’s rack-level solutions...
Mar 31, 2026
That is how I read it. Jensen sure is putting their money where their mouth is. Better than the stock buy backs and other financial...
Mar 31, 2026
S
So NV is paying Marvell to support NVLink, with a very small amount in their scale, to potentially get into current non-NV...
Mar 31, 2026
Like.
Based on this announcement, I'm not seeing an obvious huge gain for customers or for AI ASIC providers. NVLink is a so-called scale-up...
Daniel Nenni replied to the thread Taiwan government approves TSMC's 3nm upgrade for second Japan fab.Yes. Samsung is buying customers at 7-4nm which is why TSMC is moving capacity down to 3nm because Samsung S3F 100% failed. This is a...