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S
if the paper tiger has been accelerate their market share and virtually dominate all adv logic, maybe there is something real there :)
Jun 12, 2026
M
I believe Intel will give some color on internal vs external use going forward. I believe the intention is to use TSMC at about the same...
Jun 12, 2026
W
As technology advances, the CapEx invested into tools for a new semiconductor fab increases significantly. EUV obviously is a big...
Jun 12, 2026
M
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
M
What if its the grand plan of the "people running the world" to stupidify the public so they are forced to use/pay for some form of AI...
Jun 12, 2026
M
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
K
One more deep view and comparison of the new Windows SPARK RTX part.
“The right comparison is a small CUDA workstation, a cloud GPU...
Jun 12, 2026
F
He did not specify in the clip why China will come out winning in the end (more power than anyone else, probably have more chips), maybe...
Jun 12, 2026
F
"Half the chip for twice as much, for a gain that is relatively small."
Jun 12, 2026
Certainly the step change in these models and harnesses happened around December / January, and there hasn’t been another big bang...
Jun 12, 2026
F
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 12, 2026
D
I have very different numbers. Fab size, yield. wafer price, packaging price, even the fab name Would be gald to review them with you...
Jun 12, 2026
B
Certainly the step change in these models and harnesses happened around December / January, and there hasn’t been another big bang...
Jun 12, 2026
B
Certainly the step change in these models and harnesses happened around December / January, and there hasn’t been another big bang...
Jun 12, 2026
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
Like.
There's a 1995 Carl Sagan quote for this -- “We’ve arranged a global civilization in which most crucial elements profoundly depend on...
Haha.
What if its the grand plan of the "people running the world" to stupidify the public so they are forced to use/pay for some form of AI...
hist78 reacted to Brady's post in the thread Inside Anthropic, the $965 Billion Al Juggernaut | The Circuit with
Daniel Nenni reacted to ChrisGar's post in the thread Could Google's Next TPU Shift Back to TSMC? Inside the EMIB vs. CoWoS Battle with