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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 29, 2025
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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 29, 2025
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Everyone’s wondering if, and when, the AI bubble will pop. Here’s what went down 25 years ago that ultimately burst the dot-com boom
The...
Sep 29, 2025
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This really sounds like Oracle today ... :)
Sep 29, 2025
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I love how in Xebec's figure, Autonomous Weapons is right above "AI for Social Good"? (punctuations are not mine)
Sep 29, 2025
S
TSMC N3. Impressive!
Single Threaded Performance
This chart comparing the single thread performance of CPUs is based on the average...
Sep 29, 2025
E
I think 18A has a decent chance of success in part because the development and ramp are both conducted in the US, with a 1 hour timezone...
Sep 29, 2025
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agreed. Its the same deal with automakers. Admins come and want companies to make decade defining decisions for an admin that lasts 4...
Sep 29, 2025
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TSMC AZ is at 120k wafers per year, 2026 should be 360k wafers per year. Phase 2 should be the same but that will be closer to 2030...
Sep 29, 2025
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The djini is out of the bottle, and won't be put back in. Meaning, now that it's shown possible to get someone like him elected POTUS...
Sep 29, 2025
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CC Wei definitely has a strategy. The man is extremely intelligent and knows the semiconductor industry from the inside out. He is also...
Sep 29, 2025
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"Experts say" Complete BS.
"stated that the Trump administration’s objective is to have TSMC produce not only cutting-edge nodes but...
Sep 29, 2025
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A better long-term solution is to address the source: ensuring that the Chinese Communist Party cannot cause trouble abroad or brutally...
Sep 29, 2025
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How do you know? After all the maneuvers by Trump administration, fewer people believe that his pressure on TSMC and Taiwan will stop...
Sep 29, 2025
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A Chinese invasion of Taiwan is always good to hype.
Sep 29, 2025