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Latest activity

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KevinK reacted to Fred Chen's post in the thread US startup xLight raises $40 million in race against China for key chipmaking laser with Like.

I wonder what's the business model. Besides ASML, who is skeptical and more motivated to continue their own LPP technology, can't...

Jul 23, 2025
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KevinK replied to the thread White House to unveil plan to push US AI abroad, crackdown on US AI rules, document shows.

OK, here’s the “plan” - I guess we are past the H20 Ban stage...

Jul 23, 2025
Daniel Nenni reacted to DanX's post in the thread Nvidia CEO meets China’s commerce minister to discuss AI cooperation, foreign investment with Like.

Huang’s view is spot-on—it just tells only half the story. For example Huawei is beloved by the general public, but is loathed and...

Jul 23, 2025
Daniel Nenni reacted to swka's post in the thread Nvidia CEO meets China’s commerce minister to discuss AI cooperation, foreign investment with Like.

typical example of winner (re)writting history I think

Jul 23, 2025
Daniel Nenni reacted to mattyenright's post in the thread World's First 0.2nm Breakthrough - Soon in All Your Devices ! with Like.

Kinda wish there was more discussion on other roadmaps outside of IMEC forecasts such as the recently released “IEEE 2024 more Moore”...

Jul 23, 2025
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Arthur Hanson replied to the thread The Next Modest Chapter in the TSMC Chronicles, Towards the half-trillion US Dollar in Revenue.

I feel it is the range of uses and users their main customers have, which have a broad base. Any thoughts or comments on this appreciated.

Jul 23, 2025
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tomatoma reacted to Daniel Nenni's post in the thread Intel swings the axe again as it looks to lose 5,000 staff with Like.

I have seen via LinkedIn some seriously underqualified people leave Intel. Executive coaches? Market analysts with zero semiconductor...

Jul 23, 2025
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tomatoma reacted to benb's post in the thread Intel swings the axe again as it looks to lose 5,000 staff with Like.

There's a fine line between the inexperienced but motivated-to-learn people on the first step of a semiconductor career, and deadwood...

Jul 23, 2025
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tomatoma reacted to benb's post in the thread $55 Billion Michigan Chip Plant Cancelled Amid Tariff Uncertainty and Economic Turmoil with Like.

I don't follow the reasoning, that tariffs make it harder to locate new production facilities in the US. If tariffs are making Sandisk...

Jul 23, 2025
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tomatoma reacted to tooLongInEDA's post in the thread $55 Billion Michigan Chip Plant Cancelled Amid Tariff Uncertainty and Economic Turmoil with Like.

Hold on - how does this headline make any sense ? SanDisk has annual sales of less than $8bn. And yet they were somehow expected to be...

Jul 23, 2025
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tomatoma reacted to Daniel Nenni's post in the thread $55 Billion Michigan Chip Plant Cancelled Amid Tariff Uncertainty and Economic Turmoil with Like.

Proposed investment is a bit subjective. Maybe it is the lifetime of the fab? :ROFLMAO: I'm sure someone did some fuzzy math here to...

Jul 23, 2025
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tomatoma reacted to Barnsley's post in the thread CCP (Global Times): TSMC Arizona Lost $441MM USD in 2024 with Like.

As Apple always say "We pay the prevailing taxes we are obligated to pay in all juristictions"

Jul 23, 2025
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tomatoma reacted to hist78's post in the thread CCP (Global Times): TSMC Arizona Lost $441MM USD in 2024 with Like.

TSMC Arizona began construction of Fab 21 in June 2021 and started high volume production (HVM) around Q4 2024 or Q1 2025. Comparing the...

Jul 23, 2025
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tomatoma reacted to Daniel Nenni's post in the thread CCP (Global Times): TSMC Arizona Lost $441MM USD in 2024 with Like.

Serious propaganda. The TSMC build in Arizona was definitely political but it was at the request of customers and those customers most...

Jul 23, 2025
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tomatoma reacted to siliconbruh999's post in the thread The Next Modest Chapter in the TSMC Chronicles, Towards the half-trillion US Dollar in Revenue with Like.

Intel is a big Client for now higher than AMD probably 3rd or 4th.

Jul 23, 2025

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