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B
It doesn't matter if AI is a bubble. This AI gold rush has proven that GPUs can be used for tasks other than gaming. It's already a win...
Sep 10, 2025
J
I think that crypto bubble enabled AI, because companies started/expanded development of different hardware and software infrastructure...
Sep 10, 2025
T
The thing that annoys me about these RTO initiatives is that they treat people like children who are misbehaving. OR like cogs in...
Sep 10, 2025
S
GPUs have been used for things other than gaming for over a decade.
How do you think they rendered the graphics for James Cameron's...
Sep 10, 2025
S
It’s no surprise that newer nodes tend to be more expensive than older ones—so the fact that 14A is costlier than 18A isn’t unexpected...
Sep 10, 2025
B
Are these firm contracts? Is there such a thing as double, triple booking in the cloud business as in the IC world?
Sep 10, 2025
E
My remaining espp shares would like that haha
Sep 9, 2025
S
It doesn't matter if AI is a bubble. This AI gold rush has proven that GPUs can be used for tasks other than gaming. It's already a win...
Sep 9, 2025
TSMC is going to have to revise up soon.
Sep 9, 2025
E
that would be true IF it was shippable, but you do stepping and revisions and test chips that are not shippable and those are counted as...
Sep 9, 2025
E
It’s no surprise that newer nodes tend to be more expensive than older ones—so the fact that 14A is costlier than 18A isn’t unexpected...
Sep 9, 2025
L
It’s no surprise that newer nodes tend to be more expensive than older ones—so the fact that 14A is costlier than 18A isn’t unexpected...
Sep 9, 2025
HSINCHU, Taiwan, R.O.C. – Sep. 10, 2025 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for August 2025: On a...
Sep 9, 2025
M
It’s no surprise that newer nodes tend to be more expensive than older ones—so the fact that 14A is costlier than 18A isn’t unexpected...
Sep 9, 2025
M
https://www.tomshardware.com/tech-industry/semiconductors/intel-cfo-confirms-that-14a-will-be-more-expensive-to-use-than-18a-intel-expect...
Sep 9, 2025
Like.
It’s no surprise that newer nodes tend to be more expensive than older ones—so the fact that 14A is costlier than 18A isn’t unexpected...
Daniel Nenni replied to the thread TSMC August 2025 Revenue Report.TSMC is going to have to revise up soon.