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T
Remember, Softbank has investments all over the world including controlling stakes in Arm and Stargate. This investment could evolve to...
Aug 20, 2025
T
Ask the companies/people/retirees that were left in the dust from all the Casino's bankruptcies orchestrated by Trump et al. who got the...
Aug 20, 2025
T
Well, everyone is underestimating China...
No, not just China, there is a tendency to underestimate newcomers with momentum.
The same...
Aug 20, 2025
Everyone who says TSMC needs competition is ignoring all the competition coming from China... today it is only on training edge nodes...
Aug 20, 2025
I think you just ended with the best argument why customers would not go to INTEL3.0. Why move to INTEL3.0, when they are much more...
Aug 20, 2025
D
Like I said, how big a problem this is depends on the chip design. There's a fundamental thermal problem with BSPD if you have small...
Aug 20, 2025
M
Exactly my point. He always looks for the best deal. For himself. Even his kids are lucky if he considers them.
Aug 20, 2025
D
That doesn't stack up with actual calculations/simulations I did when looking into BSPD.
With conventional FSPD the transistors sit...
Aug 20, 2025
T
Yes it's classic innovators dilemma. Intel made this mistake when they conceded the mobile market, and if TSMC concedes the legacy...
Aug 20, 2025
T
I think you just ended with the best argument why customers would not go to INTEL3.0. Why move to INTEL3.0, when they are much more...
Aug 20, 2025
T
I think there is a reason for IDM but we haven't seen it yet. IDM grew out of raw necessity, when the industry was young, then...
Aug 20, 2025
T
Everyone who says TSMC needs competition is ignoring all the competition coming from China... today it is only on training edge nodes...
Aug 20, 2025
T
Most of ICs in use are >7. Conceding mainstream, and legacy without a fight is a massive blunder. Morris kinda knew it, but new get...
Aug 20, 2025
T
In the grand narrative of the semiconductor industry, Intel and TSMC have long represented two distinct business models: the vertically...
Aug 20, 2025
How will society and the professions handle AI/ML three years from now when massive displacement will take place. It's coming and there...
Aug 20, 2025
Like.
Remember, Softbank has investments all over the world including controlling stakes in Arm and Stargate. This investment could evolve to...
hist78 reacted to count's post in the thread Opinion: To make IDM 3.0 a success, Intel must make other companies IDM with
Daniel Nenni reacted to Arthur Hanson's post in the thread AI/ML/Robotics, the automation of everything with