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Bitmain has huge volumes at TSMC on leading edge node! The actually started the run in Fab21 but quietly canceled duh
Jun 30, 2025
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It’s a farce to think because TSMC has fabs in the US somehow it protects Apple, Nvidia, AMD or Qualcomm or the larger US tech industry...
Jun 30, 2025
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Intel for the most part use their own package
Jun 30, 2025
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Huawei was well on their way to dominate completely 5G, cellphones and much more before the US castrated them.
Could they have taken on...
Jun 30, 2025
@Daniel Nenni, Thanks for your sharing above.
I heard that Nvidia Jensen Huang once gave a speech on a certain occasion... The theme...
Jun 30, 2025
If AMD can catchup with Nvidia, it just shows that there is no moat in this space. Everyone can compete. Plus GPU is not ideal for...
Jun 30, 2025
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agree on the custom focus is fundamental. the healthy dose of paranoid of failing to meet the customer expectation could be a strong...
Jun 30, 2025
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Sorry, but I’m in the “not paranoid enough” camp when it came to disruptive technologies/markets, and “too paranoid” when it came to...
Jun 30, 2025
Instead of calling it paranoia, isn’t making customers happy and delivering what they want a fundamental business principle?
If Intel’s...
Jun 30, 2025
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Trust needs to be verified over time. You can argue TSMC is the ultimate Paranoid company as it really focus on not disappointing customers
Jun 30, 2025
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Why？
Unless Intel is stupid enough to create a total different data struct which makes no sense at all.
It's only a new choice if you...
Jun 30, 2025
S
Trust needs to be verified over time. You can argue TSMC is the ultimate Paranoid company as it really focus on not disappointing customers
Jun 30, 2025
SUNNYVALE, Calif. and PITTSBURGH, June 30, 2025 /PRNewswire/ -- Synopsys, Inc. (Nasdaq: SNPS) and ANSYS, Inc. (Nasdaq: ANSS) today...
Jun 30, 2025
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Does anyone know the supply chain and the routing for Intel products with silicon from both Intel & TSMC ?
Do they go through TSMC CoWoS...
Jun 30, 2025
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Like most other big semi houses, Intel has been ramping down internal tool development, working with all top EDA companies. They are...
Jun 30, 2025
Daniel Nenni reacted to Mickey's post in the thread Just finished "Only the Paranoid Survive", and have a few thoughts about current day Intel with
Like.
@Daniel Nenni, Thanks for your sharing above. I heard that Nvidia Jensen Huang once gave a speech on a certain occasion... The theme...
hist78 replied to the thread Just finished "Only the Paranoid Survive", and have a few thoughts about current day Intel.Instead of calling it paranoia, isn’t making customers happy and delivering what they want a fundamental business principle? If Intel’s...
AmandaK posted the thread Synopsys and Ansys Provide Update Regarding Expected Timing of Acquisition Close in Synopsys.SUNNYVALE, Calif. and PITTSBURGH, June 30, 2025 /PRNewswire/ -- Synopsys, Inc. (Nasdaq: SNPS) and ANSYS, Inc. (Nasdaq: ANSS) today...