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T
Japanese firms cross-holdings and cross-investing is part of what caused the lost decades from 1990 to the present (30+ y ears). We're...
Sep 28, 2025
A
My guess is 2027 - 2037 will be the big AI years. The job market will be completely transformed. White collar jobs will be uprooted. You...
Sep 28, 2025
A
How long at a current and accelerating pace will it be to hit full artificial intelligence and could not artificial genius not be far...
Sep 28, 2025
S
For mobile yes some SKUs like the AI HX 370(I hate the name so cringe) around 230mm2 on N4P also for chiplet Intel did Mobile CPU and...
Sep 28, 2025
S
True, but Intel also does chiplets. AMD was first to chiplets, do they even do monolithic dies? Maybe for mid range chips? The cloud...
Sep 28, 2025
A better long-term solution is to address the source: ensuring that the Chinese Communist Party cannot cause trouble abroad or brutally...
Sep 28, 2025
How do you know? After all the maneuvers by Trump administration, fewer people believe that his pressure on TSMC and Taiwan will stop...
Sep 28, 2025
Why would it be in TSMC’s interest to invest in a competitor? If I were TSMC, I would tell Intel to politely pound sand unless if they...
Sep 28, 2025
True, but Intel also does chiplets. AMD was first to chiplets, do they even do monolithic dies? Maybe for mid range chips? The cloud...
Sep 28, 2025
Intel has pretty big die as well their EMR single die is like 754mm2 Intel 7 monolithic Silicon with 34 Cores Cache and IMC.
GNR is...
Sep 28, 2025
S
Intel has pretty big die as well their EMR single die is like 754mm2 Intel 7 monolithic Silicon with 34 Cores Cache and IMC.
GNR is...
Sep 28, 2025
Nvidia die (largest monolithic die in the world) consumes wafers so the wafer count is much different than Apple, QCOM, AVGO, Intel...
Sep 28, 2025
FILE PHOTO: The company's logo is seen on the wheel of a Mercedes S-class limousine during a photo opportunity at the plant of German...
Sep 28, 2025
S
It's not just the money to spend. You have to have all the equipment vendors like ASML only supply Intel for a good year or two just to...
Sep 28, 2025
Like.
Japanese firms cross-holdings and cross-investing is part of what caused the lost decades from 1990 to the present (30+ y ears). We're...
hist78 replied to the thread Intel approaches TSMC for investments or partnership, WSJ reports.A better long-term solution is to address the source: ensuring that the Chinese Communist Party cannot cause trouble abroad or brutally...
Daniel Nenni replied to the thread Poll: Half of Taiwan fears TSMC becoming US-SMC.True, but Intel also does chiplets. AMD was first to chiplets, do they even do monolithic dies? Maybe for mid range chips? The cloud...