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Let's see how the stocks did last week (last 5 days):
TSLA - down 0.07%
NVDA - up 5.16%
AAPL - up 2.77%
BLK - up 0.29%
BX (Blackstone)...
May 16, 2026
K
Based on the evidence SemiAnalysis offers, I'm not sure that MemoryX and SwarmX I/O work as well for streaming weights (inference &...
May 16, 2026
E
TSMC profits but tsmc vendors like me attached on-site to Apple silicon engineering are treated like excrement by Apple. Glad I retired...
May 16, 2026
The Apple / Samsung relationship did not end well either. :ROFLMAO: Other chip related relationships did quite well:
Here are the most...
May 16, 2026
K
Unfortunately, the only negotiations that matter regarded Taiwan, and I doubt any of the CEOs were in those meetings.
May 16, 2026
F
Didn't Ian Cutress suggest several months ago that in his opinion, due to the increased heat from BSPD, he doubted or said it wasn't a...
May 16, 2026
F
I think you highlight all the correct challenges and options. I can't imagince Apple or Intel confirming details unless there was a...
May 16, 2026
S
TSMC is not the only Apple supplier that has done well. Some have, some have not, that is the truth of the situation. Lip-Bu knows how...
May 16, 2026
S
I find the Qualcomm - Apple relationship hilarious. Apple spent $1B++ buying and beefing up Intel's 5G modem team in 2019, to try and...
May 16, 2026
S
Unfortunately, the only negotiations that matter regarded Taiwan, and I doubt any of the CEOs were in those meetings.
May 16, 2026
TSMC is not the only Apple supplier that has done well. Some have, some have not, that is the truth of the situation. Lip-Bu knows how...
May 16, 2026
S
Not TSMC but look at Qcom,Intel was also a Apple supplier why would this be different there are many companies where Apple Initially...
May 16, 2026
People said that about the TSMC/Apple relationship, that it would ruin TSMC etc...
May 16, 2026
E
Apple treats suppliers and vendors like shit
May 16, 2026
Xebec replied to the thread Trump lands in China for Xi summit with Nvidia CEO in tow.Let's see how the stocks did last week (last 5 days): TSLA - down 0.07% NVDA - up 5.16% AAPL - up 2.77% BLK - up 0.29% BX (Blackstone)...
Daniel Nenni replied to the thread Ming-Chi Kuo on Apple-Intel partnership, with TSMC lurking in the back.The Apple / Samsung relationship did not end well either. :ROFLMAO: Other chip related relationships did quite well: Here are the most...
Like.
Unfortunately, the only negotiations that matter regarded Taiwan, and I doubt any of the CEOs were in those meetings.