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K
Yup - we're kind of back I the place where we were, albeit a little less good with only limited rare earths, at least until the next...
Jul 23, 2025
In my analysis the only thing holding Nvidia back from being #1 is TSMC capacity and packaging since mobile is not growing at the rate...
Jul 23, 2025
S
It gets you killed in mainland China, if you do it with powerful people. An almost natural reaction to somebody trying butter up to...
Jul 23, 2025
S
Unless US Government is forcing corporations I don't see that happening.
Jul 23, 2025
M
Lots to unpack here.
Where did you get these numbers for % of TSMC revenue.
On Apple using Intel: What is the advantage of Apple...
Jul 23, 2025
Agreed, but TSMC has no competition so it is less of a problem in my opinion. I would expect Nvidia to beat Apple at some point in time...
Jul 23, 2025
L
You can't isolate this from the general context of trade with China. Which effectively banned export of 7 rare earths to the US in...
Jul 23, 2025
S
I was telling my nephew the same thing as he looks at trade schools. I also think AI will push the IT industry hard. Every company will...
Jul 23, 2025
I was telling my nephew the same thing as he looks at trade schools. I also think AI will push the IT industry hard. Every company will...
Jul 23, 2025
K
Thought this was the most interesting bullet for this group. I guess electricians and HVAC techs are the limiting human factor in...
Jul 23, 2025
K
WASHINGTON, DC – The White House today released “Winning the AI Race: America’s AI Action Plan”, in accordance with President Trump’s...
Jul 23, 2025
WASHINGTON, DC – The White House today released “Winning the AI Race: America’s AI Action Plan”, in accordance with President Trump’s...
Jul 23, 2025
K
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
Trump to outline AI priorities amid tech battle with China
(Reuters) -The Trump administration is set to release a new artificial...
Jul 23, 2025
M
Let companies deal with A2 in 2037. 18A ramp detail is enough worry for everyone today.
CFETs are very interesting from both compaction...
Jul 23, 2025
Daniel Nenni replied to the thread The Next Modest Chapter in the TSMC Chronicles, Towards the half-trillion US Dollar in Revenue.In my analysis the only thing holding Nvidia back from being #1 is TSMC capacity and packaging since mobile is not growing at the rate...
Like.
It gets you killed in mainland China, if you do it with powerful people. An almost natural reaction to somebody trying butter up to...