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T
On July 23, Tesla held their Q2 earnings conference. The conferece included two interesting semiconductor related tidbits:
- The AI5...
Jul 25, 2025
T
Yeah, I feel like this is the kiss of death for Intel.
If I'm a customer looking at who I want to fab my chips, why would I spend a...
Jul 25, 2025
T
Yes, that's right
There are geographical reasons why TSMC is expanding internationally, except for geopolitics...
Power supply and...
Jul 25, 2025
T
You need lots of land, power, water and skilled labor for a leading edge fab
Jul 25, 2025
T
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
T
Could the TSMC AZ wafers be cheaper than Taiwan wafers with Tariffs? Go TSMC AZ!
Jul 25, 2025
A
Yeah, I feel like this is the kiss of death for Intel.
If I'm a customer looking at who I want to fab my chips, why would I spend a...
Jul 25, 2025
M
Could the TSMC AZ wafers be cheaper than Taiwan wafers with Tariffs? Go TSMC AZ!
Jul 25, 2025
A
I think this is going the way of DEC, or AMD more than IBM! Not enough volume and really doesn’t seem LBT has any attachment to...
Jul 25, 2025
X
It will be interesting in the future to see what car ownership actually looks like. Maybe Demolition Man scenario...
Jul 25, 2025
X
HW4 is pretty good already compared to HW3
Jul 25, 2025
X
Crazy that semiconductors are the stars of the show now. Hopefully they will have full self driving (FSD) commercialized for my...
Jul 25, 2025
D
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
I think this is going the way of DEC, or AMD more than IBM! Not enough volume and really doesn’t seem LBT has any attachment to...
Jul 25, 2025
You need lots of land, power, water and skilled labor for a leading edge fab
Jul 25, 2025
Like.
On July 23, Tesla held their Q2 earnings conference. The conferece included two interesting semiconductor related tidbits: - The AI5...
Haha.
Crazy that semiconductors are the stars of the show now. Hopefully they will have full self driving (FSD) commercialized for my...
BruceA replied to the thread Intel Reports Second-Quarter 2025 Financial Results.I think this is going the way of DEC, or AMD more than IBM! Not enough volume and really doesn’t seem LBT has any attachment to...