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Latest activity

What's new Featured content New posts Latest activity

hist78 replied to the thread OpenAI, Future of Compute, and the American Dream with Jensen Huang CEO Nvidia.

The two hosts obviously tried hard to pull Jensen back by asking several follow-up questions to soften his BS response about the...

Oct 1, 2025
hist78 reacted to Fred Chen's post in the thread TSMC Price Hikes End the Era of Cheap Transistors with Like.

By Pablo Valerio 10.01.2025 The global semiconductor industry is undergoing a profound economic transformation, one anchored by Taiwan...

Oct 1, 2025
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samwilde reacted to Fred Chen's post in the thread TSMC Price Hikes End the Era of Cheap Transistors with Like.

By Pablo Valerio 10.01.2025 The global semiconductor industry is undergoing a profound economic transformation, one anchored by Taiwan...

Oct 1, 2025
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Fred Chen posted the thread TSMC Price Hikes End the Era of Cheap Transistors in SemiWiki Main Forum ( Ask the Experts! ).

By Pablo Valerio 10.01.2025 The global semiconductor industry is undergoing a profound economic transformation, one anchored by Taiwan...

Oct 1, 2025
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Fred Chen replied to the thread Intel stock pops on news company is in early talks to add AMD as a customer.

6 months ago, AMD announced it was TSMC N2 first HPC customer and also a customer for TSMC Arizona...

Oct 1, 2025
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Fred Chen reacted to blueone's post in the thread Intel stock pops on news company is in early talks to add AMD as a customer with Like.

One thing you can say for CNBC, they deliver consistent quality in their articles. Terrible quality of information, but consistent at...

Oct 1, 2025
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Fred Chen reacted to Daniel Nenni's post in the thread Intel stock pops on news company is in early talks to add AMD as a customer with 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...

Oct 1, 2025
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siliconbruh999 reacted to hist78's post in the thread Tech U.S. Commerce head Lutnick wants Taiwan to help America make 50% of its chips locally with Like.

Any elected Taiwanese government official who agrees to this demand will be voted out or recalled. That is the reality of a democratic...

Oct 1, 2025
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siliconbruh999 reacted to blueone's post in the thread Intel stock pops on news company is in early talks to add AMD as a customer with Like.

One thing you can say for CNBC, they deliver consistent quality in their articles. Terrible quality of information, but consistent at...

Oct 1, 2025
S

siliconbruh999 reacted to Daniel Nenni's post in the thread Intel stock pops on news company is in early talks to add AMD as a customer with 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...

Oct 1, 2025
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siliconbruh999 reacted to Mooredaddy's post in the thread Intel stock pops on news company is in early talks to add AMD as a customer with Like.

So many "rumours" floating around intel lately. Reeks of stock manipulation. I dont see why AMD would do this?

Oct 1, 2025
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siliconbruh999 reacted to swka's post in the thread OpenAI, Future of Compute, and the American Dream with Jensen Huang CEO Nvidia with Like.

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
hist78 replied to the thread Tech U.S. Commerce head Lutnick wants Taiwan to help America make 50% of its chips locally.

Biden administration already did that and warned PRC several times that US will intervene if Taiwan is attacked. Trump so far is still...

Oct 1, 2025
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ai268 reacted to hist78's post in the thread Tech U.S. Commerce head Lutnick wants Taiwan to help America make 50% of its chips locally with Like.

I doubt Commerce Secretary Howard Lutnick is a national security expert. I suspect he raised his idea during the interview without even...

Oct 1, 2025
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ai268 reacted to bilau's post in the thread Tech U.S. Commerce head Lutnick wants Taiwan to help America make 50% of its chips locally with Haha.

You are assuming that this dude has basic comprehension of the background and issues.

Oct 1, 2025

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