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Shocking really...
Oct 1, 2025
S
This would be a big shock. Nvidia I understand, AMD I do not. The TSMC AMD relationship is very close. Maybe AMD will throw IFS a bone...
Oct 1, 2025
S
So many "rumours" floating around intel lately. Reeks of stock manipulation. I dont see why AMD would do this?
Oct 1, 2025
This would be a big shock. Nvidia I understand, AMD I do not. The TSMC AMD relationship is very close. Maybe AMD will throw IFS a bone...
Oct 1, 2025
The source of the rumor:
Exclusive / Intel in early talks to add AMD as foundry customer
Intel is in early-stage talks to add AMD as a...
Oct 1, 2025
Having more cash to invest/deposit in any new TSMC Arizona production capacity is more safer, practical, simpler, and beneficial.
Oct 1, 2025
So many "rumours" floating around intel lately. Reeks of stock manipulation. I dont see why AMD would do this?
Oct 1, 2025
K
Trump's 1:1 pressure on fabless chip companies ?
Oct 1, 2025
M
So many "rumours" floating around intel lately. Reeks of stock manipulation. I dont see why AMD would do this?
Oct 1, 2025
K
good summary. Biggest take away is the system level co-design part, that makes their performance/watt highest, and whoever uses their...
Oct 1, 2025
S
While Jensen is without a doubt a brilliant mind, to me, a lot more is desired from his take on China competition as well as immigration...
Oct 1, 2025
S
good summary. Biggest take away is the system level co-design part, that makes their performance/watt highest, and whoever uses their...
Oct 1, 2025
S
A few standouts for me:
* Moving general purpose computation to accelerators vs CPUs - SQL/Snowflake/Databricks and associated...
Oct 1, 2025
S
He gotta do what he gotta do to get 'em breads.
I watched his speech when he visited Taiwan. He praised this and that in Taiwan, and...
Oct 1, 2025
S
Key Points
- Intel is in early talks with AMD to manufacture chips for it in its foundry business, according to a report from Semafor...
Oct 1, 2025
Daniel Nenni replied to the thread Tech U.S. Commerce head Lutnick wants Taiwan to help America make 50% of its chips locally.Shocking really...
Like.
This would be a big shock. Nvidia I understand, AMD I do not. The TSMC AMD relationship is very close. Maybe AMD will throw IFS a bone...
hist78 replied to the thread Intel stock pops on news company is in early talks to add AMD as a customer.Having more cash to invest/deposit in any new TSMC Arizona production capacity is more safer, practical, simpler, and beneficial.