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Latest activity

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bilau replied to the thread Analysis: AI will require $2T in annual revenue to support $500B in planned CapEx.

Broadcom has a big software component now; corp. level financial metrics may not be comparable. As to why Google is not commercializing...

Sep 26, 2025
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KevinK reacted to blueone's post in the thread Analysis: AI will require $2T in annual revenue to support $500B in planned CapEx with Like.

I disagree. What is Google's fully-loaded cost per TPU chip, including Broadcom's cost? Even if it's $3000, and I doubt it's that...

Sep 26, 2025
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ChrisGar replied to the thread Analysis: AI will require $2T in annual revenue to support $500B in planned CapEx.

According to co-pilot: Broadcom reported a Q3 2025 gross margin of 78.4%, marking a significant year-over-year increase. This strong...

Sep 26, 2025
Daniel Nenni posted the thread Taiwan seeks bigger tech presence in India, says trade body chief Huang in SemiWiki Main Forum ( Ask the Experts! ).

Taiwan is seeking to double its exports of chips and electronics to India over the next five to seven years as smartphone shipments from...
Sep 26, 2025
hist78 reacted to karin623's post in the thread Inside TSMC’s 278-Page Sustainability Report: Four Key Highlights with Like.

At the end of August, TSMC released its 278-page Sustainability Report—an annual document often described as the company’s true “health...

Sep 26, 2025
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siliconbruh999 replied to the thread Analysis: AI will require $2T in annual revenue to support $500B in planned CapEx.

Google Uses TPU for their models training or inference.

Sep 26, 2025
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siliconbruh999 reacted to samwilde's post in the thread Analysis: AI will require $2T in annual revenue to support $500B in planned CapEx with Like.

Google has been working on AI specific hardware for longer than NVIDIA. I know this for a fact.

Sep 26, 2025
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Barnsley reacted to siliconbruh999's post in the thread Intel splashes more cash on ASML’s magic machines with Like.

Fred became Frank here 🤣🤣

Sep 26, 2025
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swka reacted to tooLongInEDA's post in the thread Bloomberg: Intel Is Seeking an Investment From Apple as Part of Its Comeback Bid with Like.

I'd be far more impressed if the goal was to reach definite targets in sales, margins and profits rather than a $1Tn stock market...

Sep 26, 2025
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Fred Chen reacted to siliconbruh999's post in the thread Intel splashes more cash on ASML’s magic machines with Haha.

Fred became Frank here 🤣🤣

Sep 26, 2025
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samwilde reacted to chenyj's post in the thread Russia has written a “road map” for creating a sovereign lithograph cheaper and simpler than ASML with Like.

Actually, this guy (Nikolai Chkhalo) has been working on maskless EUV (or soft X-ray) lithography since 2015-2016, pretty much following...

Sep 26, 2025
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samwilde reacted to tonyget's post in the thread Russia has written a “road map” for creating a sovereign lithograph cheaper and simpler than ASML with Like.

https://www.cnews.ru/news/top/2024-12-13_v_rossii_razrabotali_dorozhnuyu Russia has written a “road map” for creating a sovereign...

Sep 26, 2025
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siliconbruh999 replied to the thread Intel splashes more cash on ASML’s magic machines.

Fred became Frank here 🤣🤣

Sep 26, 2025
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siliconbruh999 reacted to samwilde's post in the thread Intel splashes more cash on ASML’s magic machines with Haha.

Mike is dead. But I think his son still works at The Register. SemiAccurate is also still up. Charlie also used to work for Mike. But...

Sep 26, 2025
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siliconbruh999 reacted to tooLongInEDA's post in the thread Bloomberg: Intel Is Seeking an Investment From Apple as Part of Its Comeback Bid with Like.

I'd be far more impressed if the goal was to reach definite targets in sales, margins and profits rather than a $1Tn stock market...

Sep 26, 2025

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