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TSMC made A16 for Nvidia so yes they will be first. The hyperscalers will be next. I have not heard anything about AMD designing to BSPD...
Yesterday at 3:35 PM
Entering a golden period of growth, mass production will begin in the second half of next year, and Nvidia is considering introducing...
Yesterday at 3:15 PM
J
Hi everyone,
I’m designing a board that uses the AMS1117-3.3V fixed LDO regulator to power logic and peripheral components. I’m seeing...
Yesterday at 3:11 PM
Major companies are not doing short term management based on this. In semis, things change dramatically quarter by quarter and people...
Yesterday at 3:04 PM
X
So does that mean investors would only discover six months or even a year later that they had been scammed by a company?
That’s...
Yesterday at 2:34 PM
X
He is not wrong. I wonder if this was one of the things his CEO dinners came up with? Sounds like it.
Quarterly reporting is a burden...
Yesterday at 2:33 PM
X
200% agree.
Yesterday at 2:33 PM
X
I’m very doubtful that moving to six-month or annual financial reporting would make a public company’s CEO and board take the company’s...
Yesterday at 2:33 PM
S
AMD still owns Xilinx and Chinese FPGA makers plus Lattice have been nibbling at the low end of the market for quite some time.
Yesterday at 2:09 PM
S
Huawei can make their own networking products so they don't care. But it might be relevant for other smaller Chinese AI chip makers
Yesterday at 2:07 PM
B
He is not wrong. I wonder if this was one of the things his CEO dinners came up with? Sounds like it.
Quarterly reporting is a burden...
Yesterday at 1:59 PM
B
That's interesting. He's not wrong to question this -- Quarterly reporting definitely seems like one of those "we always did it this...
Yesterday at 1:58 PM
M
AMDs Ryzen Z2 lineup has chips from Zen 2, 3, 4, and 5. (4 architectures from 3 different nodes).
Yesterday at 1:56 PM
M
So does that mean investors would only discover six months or even a year later that they had been scammed by a company?
That’s...
Yesterday at 1:54 PM
M
Major companies are not doing short term management based on this. In semis, things change dramatically quarter by quarter and people...
Yesterday at 1:54 PM
Daniel Nenni replied to the thread TSMC's back-side power supply A16 is coming soon, and Nvidia is expected to be the first to adopt it despite the high price..TSMC made A16 for Nvidia so yes they will be first. The hyperscalers will be next. I have not heard anything about AMD designing to BSPD...
hist78 reacted to MKWVentures's post in the thread Elimination of Quarterly Financial Reporting Requirement for Public Companies with
Like.
Major companies are not doing short term management based on this. In semis, things change dramatically quarter by quarter and people...