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A few thoughts:
- The CHIPS act would have mostly faded into oblivion, and the "on-shore in USA" push would be substantially less than...
Jun 22, 2026
And SpaceX is selling at least another $20B of bonds after just raising $85B cash.
This new industrial revolution surely isn't very...
Jun 22, 2026
Why the Memory Crunch Is Almost Impossible to Solve
Prices soar because capacity isn’t growing quickly, while China option is limited...
Jun 22, 2026
E
I would really like the 2022 CPU/GPU/RAM Pricing though if it went away
Jun 22, 2026
M
Interesting point.
Yes, reducing uncontrolled variables can help, especially when power delivery, cooling, protection, and control are...
Jun 22, 2026
I
Nope... ;-)
Somebody (not me) gave an M0 pitch for N2P (23nm x0.98) a few posts ago...
Jun 22, 2026
L
So @IanD can you disclose more?
Jun 22, 2026
I recall there were a lot people a lot smarter than me lamenting the fact that Amazon and Tesla were "cash burning machines" that were...
Jun 22, 2026
A few thoughts:
- The CHIPS act would have mostly faded into oblivion, and the "on-shore in USA" push would be substantially less than...
Jun 22, 2026
E
I recall there were a lot people a lot smarter than me lamenting the fact that Amazon and Tesla were "cash burning machines" that were...
Jun 22, 2026
S
true.... but my point was not on the market. what would happen to society......
Similar example: what would happen if there were no...
Jun 22, 2026
M
true.... but my point was not on the market. what would happen to society......
Similar example: what would happen if there were no...
Jun 22, 2026
B
And SpaceX is selling at least another $20B of bonds after just raising $85B cash.
This new industrial revolution surely isn't very...
Jun 22, 2026
In my opinion I think TSMC feels there is an AI bubble so they are not building as many fabs since they will be hard to fill after the...
Jun 22, 2026
M
I can imagine a 10 years old stepper being assembled from parts, but you really cannot run a business without manufacturer's support...
Jun 22, 2026
Daniel Nenni reacted to Xebec's post in the thread AI is the greatest money-wasting scheme humanity has ever invented with
Haha.
A few thoughts: - The CHIPS act would have mostly faded into oblivion, and the "on-shore in USA" push would be substantially less than...
Xebec reacted to benb's post in the thread WSJ: Why the Memory Crunch Is Almost Impossible to Solve with
Like.
Why the Memory Crunch Is Almost Impossible to Solve Prices soar because capacity isn’t growing quickly, while China option is limited...