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C
Most investors are wondering which tech titan will eventually win the artificial intelligence (AI) race. However, I believe there may...
Jun 21, 2026
G
Most investors are wondering which tech titan will eventually win the artificial intelligence (AI) race. However, I believe there may...
Jun 21, 2026
Most investors are wondering which tech titan will eventually win the artificial intelligence (AI) race. However, I believe there may...
Jun 21, 2026
M
Higher voltage lower current?
The concept is easy: Higher voltage means lower current for the same power.
So for very high-power AI...
Jun 21, 2026
M
Great question.
Day-one optical alignment is not enough for CPO.
In real AI systems, thermal gradients, workload cycling, material...
Jun 21, 2026
M
This is a great point about moving from just a working lab prototype to a trusted, real-world product. Even if a microscopic optical...
Jun 21, 2026
It's possible different individuals in China could have specialized knowledge about specific components of an ASML EUV system, e.g...
Jun 21, 2026
F
I worked for an oilfield service company before going to college. They had an electric wireline group and all their PCs at the time ran...
Jun 21, 2026
F
This is a thoughtful article, but there's a giant difference between 1970s IBM and today's Nvidia: the culture. 1970s IBM was the apex...
Jun 21, 2026
F
The question for me is which workload are they targeting ? The fastest $$ growth area right now is data center scale inference and...
Jun 21, 2026
F
It's possible different individuals in China could have specialized knowledge about specific components of an ASML EUV system, e.g...
Jun 21, 2026
F
I've been thinking about this a bit more. I would be surprised if China didn't at least have full plans for an EUV machine by now:
-...
Jun 21, 2026
F
From looking at these patents, it looks like the response from TSMC would be that they aren't being practiced or that they are so...
Jun 21, 2026
I've been thinking about this a bit more. I would be surprised if China didn't at least have full plans for an EUV machine by now:
-...
Jun 21, 2026
i'm not saying you are wrong but these neo-cloud operator like CoreWeave used to run crypto data center then pivot to AI. these kind of...
Jun 21, 2026
Like.
Most investors are wondering which tech titan will eventually win the artificial intelligence (AI) race. However, I believe there may...
Daniel Nenni posted the thread Why TSMC Doesn’t Even Need to Win the AI Race in SemiWiki Main Forum ( Ask the Experts! ).Most investors are wondering which tech titan will eventually win the artificial intelligence (AI) race. However, I believe there may...
Xebec reacted to Fred Chen's post in the thread US Commerce Secretary Lutnick claims China has ASML EUV tool with
Wow.
I worked for an oilfield service company before going to college. They had an electric wireline group and all their PCs at the time ran...