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The other view is it could be a while before artificial genius --
We've already had a few decades of boom/bust cycles for AI, and on...
Sep 28, 2025
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
It really is intriguing. I'm not sure anyone really knows how AI is going to end up. The only thing I am sure of is that there is no...
Sep 28, 2025
I remember the first time Trump ran for the GOP nomination. His political foes tried to emulate him after a while and failed. Those same...
Sep 28, 2025
"Experts say" Complete BS.
"stated that the Trump administration’s objective is to have TSMC produce not only cutting-edge nodes but...
Sep 28, 2025
It really is intriguing. I'm not sure anyone really knows how AI is going to end up. The only thing I am sure of is that there is no...
Sep 28, 2025
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