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I don't think a separate BoD will accomplish anything. In the US, most BoDs are populated by useless, non-expert members. Yes-people...
Sep 26, 2025
B
3D DRAM by 2030 is the stated plan.
Sep 26, 2025
C
This is silly. The numbers were reported in the 2025 3Q Earnings Report. It is typically frowned upon for CEOs & companies to lie...
Sep 26, 2025
According to what I was told one 5200 system has already been shipped, to Intel hopefully.
Pat Gelsinger had said HNA-EUV will be...
Sep 26, 2025
The EUV and DUV masks should be recognizably different. The High-NA mask is probably not finalized yet.
Sep 26, 2025
Fred became Frank here 🤣🤣
Sep 26, 2025
High-NA is expected to have a more complicated mask arrangement: https://euvlitho.com/2023/P11.pdf
Sep 26, 2025
K
Who would buy it ? And would they buy the chips, the racks, or what ? TPUs aren't useful without the whole superPod environment...
Sep 26, 2025
K
I see the TPU as the only serious data center hardware from a hyperscaler. Google TPUs are only one component of entire large scale...
Sep 26, 2025
B
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
K
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
C
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
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
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
S
Google Uses TPU for their models training or inference.
Sep 26, 2025
Daniel Nenni reacted to blueone's post in the thread Intel splashes more cash on ASML’s magic machines with
Haha.
I don't think a separate BoD will accomplish anything. In the US, most BoDs are populated by useless, non-expert members. Yes-people...
Like.
3D DRAM by 2030 is the stated plan.
hist78 reacted to karin623's post in the thread Inside TSMC’s 278-Page Sustainability Report: Four Key Highlights with