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Latest activity

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Xebec replied to the thread Taiwan has upped the ante in the cold war over chips.

I appreciate the article and topic post. I think a wearkness of this calculation is ignoring South Korea entirely. SK is the world's...

Jun 27, 2025
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Xebec reacted to hist78's post in the thread Taiwan has upped the ante in the cold war over chips with Like.

"The difference between the US and Taiwan is that the US can restrict, but Taiwan can halt. When the world’s most dangerous chokepoint...

Jun 27, 2025
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Xebec replied to the thread Taiwan has upped the ante in the cold war over chips.

Fundamentally agree more competition= good, but the playing field is never level with China. IP theft is a feature not a bug, and the...

Jun 27, 2025
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Xebec reacted to Paul2's post in the thread Taiwan has upped the ante in the cold war over chips with Like.

No, it was invented by some medieval Persian mathematician, then, rediscovered centuries later

Jun 27, 2025
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Xebec reacted to benb's post in the thread Taiwan has upped the ante in the cold war over chips with Like.

So as an illustration, if I understand this correctly: CXMT produces HBM2e for Accend 910C, a Huawei/SMIC production, creating a full...

Jun 27, 2025
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siliconbruh999 reacted to ai268's post in the thread Taiwan has upped the ante in the cold war over chips with Like.

billions of 2nm chips and beyond? Did you watch 007 spy movies and look at those East-Germany cars? Did you still use cell phone from...

Jun 27, 2025
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Paul2 replied to the thread Taiwan has upped the ante in the cold war over chips.

No, it was invented by some medieval Persian mathematician, then, rediscovered centuries later

Jun 27, 2025
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karin623 posted the thread The Court Document That Shook CoWoS: Why ASE Was Left Off the Billion-Dollar Table in SemiWiki Main Forum ( Ask the Experts! ).

A decade ago, SPIL resisted being acquired by ASE. Today, it’s Nvidia’s go-to partner for AI GPU packaging—handling 60% of TSMC’s CoWoS...

Jun 27, 2025
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Xebec reacted to KevinK's post in the thread Just finished "Only the Paranoid Survive", and have a few thoughts about current day Intel with Like.

Here's a view of how Intel was thinking about their successes in new markets across three decades. But they missed the next couple of...

Jun 27, 2025
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Xebec reacted to benb's post in the thread Just finished "Only the Paranoid Survive", and have a few thoughts about current day Intel with Like.

I read it recently too (there's an audiobook). While this book is certainly better than some corporate "How I Did Its" (thinking of...

Jun 27, 2025
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Barnsley reacted to ai268's post in the thread Taiwan has upped the ante in the cold war over chips with Wow.

billions of 2nm chips and beyond? Did you watch 007 spy movies and look at those East-Germany cars? Did you still use cell phone from...

Jun 27, 2025
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E61M5Touring reacted to Daniel Nenni's post in the thread Intel will outsource marketing to Accenture and AI, laying off many of its own workers with Like.

At the Design Automation Conference this week the consensus amongst the top semiconductor companies was that AI today has helped them...

Jun 27, 2025
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DerDrache reacted to KevinMeyer's post in the thread Intel will outsource marketing to Accenture and AI, laying off many of its own workers with Like.

Intel is in a strategic bind: its historical strength in integrated design and manufacturing (IDM) is now a liability in a world where...

Jun 26, 2025
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KevinK replied to the thread Just finished "Only the Paranoid Survive", and have a few thoughts about current day Intel.

Here's a view of how Intel was thinking about their successes in new markets across three decades. But they missed the next couple of...
Jun 26, 2025
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ai268 replied to the thread Taiwan has upped the ante in the cold war over chips.

billions of 2nm chips and beyond? Did you watch 007 spy movies and look at those East-Germany cars? Did you still use cell phone from...

Jun 26, 2025

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