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I suspect the AI bubble will bust long before that..
Jun 11, 2026
Please use private browsing tab/window from your browser.
Jun 11, 2026
M
I think TSMC is just a paper tiger, look good on paper, in practices their specs is not as good as Intel.
For Example in 2nm class...
Jun 11, 2026
Not sure why this is news but everyone is "talking" to TSMC, Intel Foundry, and Samsung Foundry for 2nm and 1.4nm designs. What they are...
Jun 11, 2026
I suspect the AI bubble will bust long before that..
Jun 11, 2026
Y
AI will force most workers who currently rely on intellectual and knowledge-based skills to shift toward lower-wage jobs centered on...
Jun 11, 2026
M
And guess what the whole Desktop CPU market is just around 1/4 of laptop, so Nova Lake is not that important to start off with and the...
Jun 11, 2026
exactly, everyone is looking at suppliers . Everyone looked at 18A back in 2021/2022.
TSMC is still the "best supplier" but you need...
Jun 11, 2026
CEO Shelly Henry to Speak at ESD Alliance Executive Outlook and DAC 2026 as Industry Embraces AI-Driven Engineering
"We're building a...
Jun 11, 2026
HSINCHU, Taiwan, R.O.C. – June 10, 2026 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for May 2026: On a consolidated...
Jun 11, 2026
Registration is Now Open
【June 10, 2026 – Hsinchu】SEMICON Taiwan 2026, one of the global semiconductor industry’s flagship annual...
Jun 11, 2026
Key Dates
The IEDM 2026 Submission Site Open, submission deadline: July 16, 2026.
Late News Submission opens: August 3, 2026
Late News...
Jun 11, 2026
M
exactly, everyone is looking at suppliers . Everyone looked at 18A back in 2021/2022.
TSMC is still the "best supplier" but you need...
Jun 11, 2026
K
From within one of the largest software companies on earth, I can attest that this would be a similar story here as well if it were to...
Jun 11, 2026
K
Absolutely.
This is currently displayed next to Fable 5 (the new model), both on enterprise and personal plans
After everyone is nice...
Jun 11, 2026
Daniel Nenni reacted to Xebec's post in the thread Half of Americans fear AI could put someone in their household out of work, Reuters/Ipsos poll finds with
Like.
I suspect the AI bubble will bust long before that..
hist78 replied to the thread Elon Musk Buys ASML?.Please use private browsing tab/window from your browser.
Xebec replied to the thread Half of Americans fear AI could put someone in their household out of work, Reuters/Ipsos poll finds.I suspect the AI bubble will bust long before that..
AmandaK posted the thread Moores Lab AI Announces CoverageAgent™; To Unveil Roadmap for Agentic Silicon Engineering Product Ecosystem at DAC 2026 in General Press.CEO Shelly Henry to Speak at ESD Alliance Executive Outlook and DAC 2026 as Industry Embraces AI-Driven Engineering "We're building a...