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Latest activity

What's new Featured content New posts Latest activity

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coldsolder215 replied to the thread The US government just forced Anthropic to take its most advanced AI models offline.

Love to see the state of exception being used for yet another flagrant, incompetent, insider trading scheme. Sucks because Fable 5 was a...

Jun 13, 2026
hist78 posted the thread The US government just forced Anthropic to take its most advanced AI models offline in SemiWiki Main Forum ( Ask the Experts! ).

The US government just forced Anthropic to take its most advanced AI models offline, and I filmed this from a plane because it's that...

Jun 13, 2026
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clarkchang replied to the thread Google and Nvidia Consider Intel as Backup Chip Manufacturer - The Information.

how much capacity you think Intel avaiable for 14A in 2028? and how many HiNA they need for that capacity? is that match to ASML's HiNA...

Jun 12, 2026
hist78 reacted to soAsian's post in the thread UBS sees generational semiconductor boom, highlights stock winners with Like.

Investing.com -- UBS is forecasting a substantial expansion in the global semiconductor industry, projecting revenues will reach $2.38...

Jun 12, 2026
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Barnsley reacted to coldsolder215's post in the thread Abbott recommends sweeping data center regulation, including eliminating sales tax exemption with Like.

The funny thing about this guy is after he earned his hotwheels in an accident settlement and used that money to become a politician, he...

Jun 12, 2026
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Barnsley replied to the thread UBS sees generational semiconductor boom, highlights stock winners.

There is not a lot of trickledown If you are at the top of your chain no doubt living the dream. If you are not , then it is a very...

Jun 12, 2026
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clarkchang reacted to swka's post in the thread Why Intel Still Trails TSMC In The High Stakes Foundry Race with Haha.

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
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coldsolder215 replied to the thread Abbott recommends sweeping data center regulation, including eliminating sales tax exemption.

The funny thing about this guy is after he earned his hotwheels in an accident settlement and used that money to become a politician, he...

Jun 12, 2026
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swka reacted to hist78's post in the thread Farmer donates land for a park, city sells it for data center development — $10 gift became $10M for city government, with $30M tax expected over next with Like.

I'm thinking that any government agency should follow both the letter and the spirit of the law, as well as honor its contracts and...

Jun 12, 2026
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KevinK replied to the thread Abbott recommends sweeping data center regulation, including eliminating sales tax exemption.

Business-friendly until businesses start impinging on our rural and exurban population.

Jun 12, 2026
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KevinK reacted to Xebec's post in the thread Farmer donates land for a park, city sells it for data center development — $10 gift became $10M for city government, with $30M tax expected over next with Like.

Insert "The public will believe a simple lie rather than a complex truth"

Jun 12, 2026
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KevinK reacted to blueone's post in the thread Farmer donates land for a park, city sells it for data center development — $10 gift became $10M for city government, with $30M tax expected over next with Like.

The farmer did not donate the land to the city of Taylor, he donated it to a foundation, which then gave it to another foundation, and...

Jun 12, 2026
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KevinK reacted to MKWVentures's post in the thread Elon Musk told Ron Baron he's building a chip that will be 2 to 3 times better than NVIDIA - at 10% of the cost with Like.

They dont know what terafab will be, what their Intel partnership will be, what the chips they plan to make are, etc. Its a good vision...

Jun 12, 2026
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KevinK reacted to hist78's post in the thread Elon Musk told Ron Baron he's building a chip that will be 2 to 3 times better than NVIDIA - at 10% of the cost with Haha.

Elon Musk loves the character ‘X.’ Many of his companies, projects, and associates’ names contain ‘X,’ such as: SpaceX X (Twitter) xAI...

Jun 12, 2026
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KevinK reacted to Daniel Nenni's post in the thread Elon Musk told Ron Baron he's building a chip that will be 2 to 3 times better than NVIDIA - at 10% of the cost with Like.

Being a glass half full guy I can appreciate Elon Musk's enthusiasm and I do believe he is a great asset for the semiconductor industry...

Jun 12, 2026

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