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K
Chinese firms rush to buy Nvidia AI chips as sales set to resume
- Nvidia expects US licences for H20 sales soon
- Chinese companies...
Tuesday at 10:05 AM
K
Wayne Gretzky: "I skate to where the puck is going to be, not where it has been."
In regards to semiconductors, US Politicians can't...
Tuesday at 10:05 AM
US strengthening semiconductor dominance despite China’s ambitions to reach 30% capacity share in 2030
Last month, Yole Group published...
Tuesday at 10:05 AM
B
I am assuming pay
Tuesday at 10:03 AM
Y
Somehow I feel that in China , it’s hard to know it’s really the consumer companies buying it or they are acting as a front for the...
Tuesday at 9:14 AM
S
Isn't Chinese companies buy and use Huawei's ai chip?
Tuesday at 9:05 AM
Chinese firms rush to buy Nvidia AI chips as sales set to resume
- Nvidia expects US licences for H20 sales soon
- Chinese companies...
Tuesday at 8:36 AM
S
Is there a report on Operating Margin by unit"
Memory
foundry
phones
other?
They do not report all this but are there models from sell...
Tuesday at 8:31 AM
Wayne Gretzky: "I skate to where the puck is going to be, not where it has been."
In regards to semiconductors, US Politicians can't...
Tuesday at 8:31 AM
M
Is there a report on Operating Margin by unit"
Memory
foundry
phones
other?
They do not report all this but are there models from sell...
Tuesday at 8:31 AM
S
Lee Jr.'s relentless pursuit of "being the next Steve Jobs" has sapped juices from previously very well functioning units. They whipped...
Tuesday at 8:28 AM
We need more strategic thinking like Jensen’s, when it comes to technology and the economy. Tactical tariffs to revive the wrong...
Tuesday at 8:27 AM
Supply is not a problem as legacy fabs are running at 70-80% capacity. TSMC leading edge fabs are closer to 100%. The big offset is unit...
Tuesday at 8:27 AM
P
Lee Jr.'s relentless pursuit of "being the next Steve Jobs" has sapped juices from previously very well functioning units. They whipped...
Tuesday at 8:06 AM
K
We need more strategic thinking like Jensen’s, when it comes to technology and the economy. Tactical tariffs to revive the wrong...
Tuesday at 8:04 AM
Like.
Chinese firms rush to buy Nvidia AI chips as sales set to resume - Nvidia expects US licences for H20 sales soon - Chinese companies...
Daniel Nenni posted the thread The $500 billion fab race: US ramps up, China closes in in SemiWiki Main Forum ( Ask the Experts! ).US strengthening semiconductor dominance despite China’s ambitions to reach 30% capacity share in 2030 Last month, Yole Group published...