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T
Do you think, without fabs, Intel will be a clear leader against AMD and Nvidia? Or just another horse in a big horse?
I agree with...
Jul 31, 2025
T
Translation please?
Jul 31, 2025
X
Or can we ask an equally important question: Can Intel survive as an IDM in a semiconductor industry that has embraced the...
Jul 31, 2025
Y
Still being technologically behind doesn’t mean China pose lesser threat if they get access to more and more hardware. They can...
Jul 31, 2025
I still don’t quite get the logic. of saying AI is strategic technology hence US should export to China , which US viewed as an...
Jul 31, 2025
Or can we ask an equally important question: Can Intel survive as an IDM in a semiconductor industry that has embraced the...
Jul 31, 2025
So a lot of people think Intel has an execution issue, and they do. But they also currently have the wrong strategy.
When Steve Jobs...
Jul 31, 2025
X
I asked an Nvidia friend about this last week. He said it is not true and he would know. Of course it could be some black ops skunk work...
Jul 31, 2025
F
Probably not the memory division but the Texas logic fab will be the crash test dummy. I am a big fan of Elon, he has done some amazing...
Jul 31, 2025
I asked an Nvidia friend about this last week. He said it is not true and he would know. Of course it could be some black ops skunk work...
Jul 31, 2025
X
An Update on this exchange - https://www.cnbc.com/2025/07/31/china-probes-nvidia-h20-chips-for-tracking-risks.html
(Bolding below is...
Jul 31, 2025
So much for the idea the Chinese "need" nerfed US AI chips. If the government is doing this you can bet the Chinese have alternative...
Jul 31, 2025
P
He met a commerce minister, but few Americans realise how little it means. It's in America when you meet government people, it's a big...
Jul 31, 2025
B
Personally I do not think IFS will be shut down. Lip-Bu set low expectations and will beat them, that is how he works. It is the...
Jul 31, 2025
B
Samsung hasn't had a good yielding process since like 8nm? that was the last time i saw them ship large dies in volume.
Jul 31, 2025
Like.
Translation please?
hist78 reacted to Y.H's post in the thread Nvidia CEO meets China’s commerce minister to discuss AI cooperation, foreign investment with
Daniel Nenni replied to the thread Nvidia CEO meets China’s commerce minister to discuss AI cooperation, foreign investment.I asked an Nvidia friend about this last week. He said it is not true and he would know. Of course it could be some black ops skunk work...