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HW4 is pretty good already compared to HW3
Jul 25, 2025
A
Even if you have it who’d you bet your next product and ramp too?
Jul 25, 2025
Every company even the trillion dollar ones or superscalar have limited resources. Do you allocate people and money to enable sa...
Jul 25, 2025
I think that is for other countries who cannot develop AI from the ground up. Certainly not China, Iran, or North Korea. :LOL: There...
Jul 25, 2025
S
"Promoting The Export of the American AI Technology Stack".
That's great, but do American believed China wants to keep using the...
Jul 25, 2025
Daniel, good points. But I was hoping that regrets don't continue in heaven - Paul
left us in 2017.
Jul 25, 2025
Apple does full chip SoCs so they would be a great partner. Nvidia has designs with chiplets which would be an easy fit for Intel 14A...
Jul 25, 2025
D
Daniel, good points. But I was hoping that regrets don't continue in heaven - Paul
left us in 2017.
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
D
Y.H, this analyst (Jeff Pu, who has an OK track record on Mac Rumors - he's in Hong Kong) believes that Apple is engaging with
Intel on...
Jul 25, 2025
TSMC won’t have a monopoly for very long. China will figure out EUV in the next 3-5 years and catch up.
Jul 25, 2025
Qualcomm would be a good partner, they have an excellent foundry team. Lip-Bu knows Apple from his Cadence days. Apple would be the best...
Jul 25, 2025
C
China hired ASMLs former head of technology and have been aggressively been poaching people from ASML. They had some breakthroughs...
Jul 25, 2025
Crazy that semiconductors are the stars of the show now. Hopefully they will have full self driving (FSD) commercialized for my...
Jul 25, 2025
K
“I think the economics of it are we have to consider the resiliency of the supply chain, I think we learned that during the pandemic —...
Jul 25, 2025
BruceA replied to the thread Tesla AI5 Hardware (N3 silicon) slips one year, AI6 to scale from robots to AI data center.HW4 is pretty good already compared to HW3
Daniel Nenni replied to the thread WHITE HOUSE UNVEILS AMERICA’S AI ACTION PLAN.I think that is for other countries who cannot develop AI from the ground up. Certainly not China, Iran, or North Korea. :LOL: There...
Haha.
Daniel, good points. But I was hoping that regrets don't continue in heaven - Paul left us in 2017.
Like.
Best question of the Q&A: Stacy Raskin, Analyst, Bernstein Research: Hi, guys. Thanks for taking my questions. So the first one, I...