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M
The AI path is certainly not easy nor easier. Intel has always been a distant No. 3 in the GPU market, and the No. 2, AMD, will still...
Tuesday at 7:25 PM
B
I had the honor of being at the ribbon cutting / dedication ceremony (morning) and technical presentations on EUV (afternoon) yesterday...
Tuesday at 7:15 PM
TSMC logo./Courtesy of News1
Marvel, which is emerging as a strong player in the application-specific integrated circuit (ASIC) market...
Tuesday at 7:08 PM
K
Have you tried ChatGPT and DeepSeek side by side? I have been using ChatGPT for the past 2+ years and it is improving dramatically. Not...
Tuesday at 7:07 PM
- If the US wants to lead in AI, it needs to win over the world's developers, Jensen Huang said.
- "50% of the world's AI developers are...
Tuesday at 7:03 PM
M
TSMC’s gross margin ranged between 45–50% from 2010 to 2020, climbing to over 55% in recent years. While the introduction of new nodes...
Tuesday at 7:00 PM
F
Source：CommonWealth Magazine
In a surprising twist, Intel has teamed up with Taiwan’s UMC to develop a 12nm process platform—dodging...
Tuesday at 6:54 PM
F
For simplicity, let’s focus on net profit margin, which already reflects all major costs, such as equipment depreciation, materials...
Tuesday at 6:48 PM
F
The UMC-Intel partnership on 12nm needs to overcome a serious financial obstacle: how to price 12nm foundry services low enough to...
Tuesday at 6:40 PM
Have you tried ChatGPT and DeepSeek side by side? I have been using ChatGPT for the past 2+ years and it is improving dramatically. Not...
Tuesday at 6:38 PM
B
China Shock 2.0 is when Nvidia+OpenAI are replaced by Deepseek+Huawei. Cost and "good enough" performance disruption, Ala Christiansen...
Tuesday at 6:16 PM
B
We need more strategic thinking like Jensen’s, when it comes to technology and the economy. Tactical tariffs to revive the wrong...
Tuesday at 6:09 PM
C
Good to see this continued progress.
I see a very long runway for improving lithium battery technology.
Tuesday at 5:55 PM
C
Responding to Xu Fei and Count, the cycle clife issue has been solved. Usually, when you see a statement like that, it's about one...
Tuesday at 5:53 PM
B
Foundry plays second fiddle to Memory in Samsung.
Tuesday at 5:43 PM
Like.
The AI path is certainly not easy nor easier. Intel has always been a distant No. 3 in the GPU market, and the No. 2, AMD, will still...
Daniel Nenni posted the thread Marvel and TSMC strengthen partnership to dominate custom semiconductor market in SemiWiki Main Forum ( Ask the Experts! ).TSMC logo./Courtesy of News1 Marvel, which is emerging as a strong player in the application-specific integrated circuit (ASIC) market...