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C
TPUs use HBMs extensively on CoWoS-based products. HBMs are built mostly by skHynix & Samsung -- and delivered to TSMC for CoWoS assembly.
Jun 12, 2026
F
I don't think this is a binary situation, as Daniel and probably others have said here. Some humans don't want to think (TikTok..)...
Jun 12, 2026
F
I am seeing the inverse tbh it will degrade IQ considering what i am seeing in University or School People are skipping Homework or...
Jun 12, 2026
S
I hope such companies goes bankrupt than
Jun 12, 2026
B
So, for AI coding, clearly from 2023 to now, it has been night and day, or 0 to 1.
But are we seeing the rate of improvement...
Jun 12, 2026
I honestly do not feel that there is a big enough technical difference between EMIB and CoWos to justify moving a proven product over...
Jun 12, 2026
K
Google's next TPU may have become the most important packaging battleground in AI.
After Intel unexpectedly won Google's...
Jun 12, 2026
F
Nvidia’s acquisition of ASML would face strong opposition from both the Dutch government and the European Union. Let's not forget that...
Jun 12, 2026
F
Why would those Middle Eastern and Chinese investors bother offering to purchase a substantial stake in ASML? They know it would be...
Jun 12, 2026
F
Wow. I hadn't read that this tax became law. And I thought the US had a modern monopoly on idiotic taxation ideas. Thanks to your...
Jun 12, 2026
I definitely would expect the Netherlands to protect it's valuable monopoly :)
Jun 12, 2026
Xebec reacted to
hist78's post in the thread
Elon Musk Buys ASML? with
Like .
Nvidia’s acquisition of ASML would face strong opposition from both the Dutch government and the European Union. Let's not forget that...
Jun 12, 2026
There's a 1995 Carl Sagan quote for this --
“We’ve arranged a global civilization in which most crucial elements profoundly depend on...
Jun 12, 2026
I don't think this is a binary situation, as Daniel and probably others have said here. Some humans don't want to think (TikTok..)...
Jun 12, 2026
I am seeing the inverse tbh it will degrade IQ considering what i am seeing in University or School People are skipping Homework or...
Jun 12, 2026
Like.
I don't think this is a binary situation, as Daniel and probably others have said here. Some humans don't want to think (TikTok..)...
Daniel Nenni replied to the thread Could Google's Next TPU Shift Back to TSMC? Inside the EMIB vs. CoWoS Battle.I honestly do not feel that there is a big enough technical difference between EMIB and CoWos to justify moving a proven product over...
Xebec replied to the thread Elon Musk Buys ASML?.I definitely would expect the Netherlands to protect it's valuable monopoly :)