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On July 23, Tesla held their Q2 earnings conference. The conferece included two interesting semiconductor related tidbits:
- The AI5...
Jul 25, 2025
D
I agree this was a very good question to which LBT mumbled some generic answer only for Dave to intervene and answer.
- If 14A...
Jul 25, 2025
B
Let's not forget TSMC is already demonstrating monopoly behaviors here. "If you go outside TSMC you're no longer in our inner circle"...
Jul 25, 2025
B
Best question of the Q&A:
Stacy Raskin, Analyst, Bernstein Research: Hi, guys. Thanks for taking my questions. So the first one, I...
Jul 25, 2025
B
There are two parts to IFS, one is filling existing fabs and two is partnering with big a customer on new fabs. If a big customer does...
Jul 25, 2025
X
Let's not forget TSMC is already demonstrating monopoly behaviors here. "If you go outside TSMC you're no longer in our inner circle"...
Jul 25, 2025
X
I guess that Apples and Nvidias do not give a shxt about monopoly prices, as long as their competitors are paying the same prices. Also...
Jul 25, 2025
X
It is a subtle warning to the entire semiconductor ecosystem. One which I will be repeating at every possibility. Are you hearing me...
Jul 25, 2025
S
Best question of the Q&A:
Stacy Raskin, Analyst, Bernstein Research: Hi, guys. Thanks for taking my questions. So the first one, I...
Jul 25, 2025
Y
Actually Singapore is a good choice. Their partner, UMC, has a fab there. Intel has packaging facilities in msia. Singapore has low tax...
Jul 25, 2025
S
I don't worry about Internal if they see meaningful external commitment they will force Intel Product to move around a bit.
Jul 25, 2025
Y
Actually for leading node like 14A, I don’t think there are much customers that’s have the financial resources to be early adopters...
Jul 25, 2025
D
Best question of the Q&A:
Stacy Raskin, Analyst, Bernstein Research: Hi, guys. Thanks for taking my questions. So the first one, I...
Jul 25, 2025
K
There are two parts to IFS, one is filling existing fabs and two is partnering with big a customer on new fabs. If a big customer does...
Jul 25, 2025
K
So, what is the worst case for IFS? It seems to me that it won't be too bad for Intel, even if 14A doesn't work out. 18A could be a...
Jul 25, 2025
anm reacted to Xebec's post in the thread Tesla AI5 Hardware (N3 silicon) slips one year, AI6 to scale from robots to AI data center with
Like.
On July 23, Tesla held their Q2 earnings conference. The conferece included two interesting semiconductor related tidbits: - The AI5...