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Latest activity

What's new New posts Latest activity

Daniel Nenni reacted to Fred Chen's post in the thread Qualcomm CEO: Intel is not an option today. We would like Intel to be an option with Haha.

He's suggesting IFS worse than Samsung, that's really something.

Sep 11, 2025
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Brady reacted to eding42's post in the thread Qualcomm CEO: Intel is not an option today. We would like Intel to be an option with Like.

Not exactly news that 18a isn't the best for mobile, Intel's nodes have traditionally especially struggled with leakage, especially at...

Sep 11, 2025
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MKWVentures replied to the thread Qualcomm CEO: Intel is not an option today. We would like Intel to be an option.

I just rewatched this..... Wow... that is most blunt comment I have heard on Intel foundry. Its TSMC and Samsung. I thought @Scotten...

Sep 11, 2025
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MKWVentures replied to the thread Broadcom shares rally as $10 billion chip deal shows AI strategy paying off.

So Everyone is booming in memory and AI. Is anyone working with Intel? Do they have any Foundry or chip announcements to make?

Sep 11, 2025
Daniel Nenni reacted to samwilde's post in the thread TSMC Repurposing Old Fabs to Bring EUV Pellicle Production In-House with Like.

TSMC already operates its own mask and packaging services. If it makes sense to bring a capability in house they will.

Sep 11, 2025
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vslee reacted to samwilde's post in the thread TSMC Repurposing Old Fabs to Bring EUV Pellicle Production In-House with Like.

TSMC already operates its own mask and packaging services. If it makes sense to bring a capability in house they will.

Sep 11, 2025
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seraphim reacted to samwilde's post in the thread Just How Bad Would an AI Bubble Be? with Like.

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 11, 2025
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seraphim reacted to Jozo035's post in the thread Just How Bad Would an AI Bubble Be? with Like.

I think that crypto bubble enabled AI, because companies started/expanded development of different hardware and software infrastructure...

Sep 11, 2025
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samwilde replied to the thread TSMC Repurposing Old Fabs to Bring EUV Pellicle Production In-House.

TSMC already operates its own mask and packaging services. If it makes sense to bring a capability in house they will.

Sep 11, 2025
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tomatoma replied to the thread Synopsys stock down by more than 1/3.

LoL…
Sep 11, 2025
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tomatoma replied to the thread Synopsys stock down by more than 1/3.

Aren't the Intel 18a and 18AP compatible? I heard there was...

Sep 11, 2025
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tomatoma reacted to Daniel Nenni's post in the thread Synopsys stock down by more than 1/3 with Like.

Complete Wallstreet nonsense or has the AI bubble started to weaken? I will write about this on Friday.

Sep 11, 2025
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tomatoma reacted to blueone's post in the thread Synopsys stock down by more than 1/3 with Like.

I disagree. I think this drop has everything to do with a PE of 70 and disappointing results and a weak forecast. At a PE of 70...

Sep 11, 2025
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tomatoma replied to the thread Synopsys stock down by more than 1/3.

The answer is that Intel is retarded and There is mental retardation... This is a happy thing...

Sep 11, 2025
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tomatoma reacted to tooLongInEDA's post in the thread Synopsys stock down by more than 1/3 with Like.

Don't think it's the former (for a welcome change). Here's what the Synopsys CEO actually said: “Our results were primarily impacted by...

Sep 11, 2025

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