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Latest activity

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E61M5Touring 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...

Thursday at 1:10 AM
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E61M5Touring 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 Like.

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

Thursday at 1:08 AM
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E61M5Touring reacted to Daniel Nenni's post in the thread Tech U.S. Commerce head Lutnick wants Taiwan to help America make 50% of its chips locally with Like.

Given the fact that Lutnik did not mention the semiconductor supply chain, just manufacturing, I feel that this is a political sound...

Thursday at 1:08 AM
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E61M5Touring reacted to MKWVentures's post in the thread Intel Reaffirms Ohio Chip Plant Despite Long Delay with Like.

It is Catch 22 and a problem and it is why people use TSMC. We went through that before: 1) Pat tried to do "if you build it, they will...

Thursday at 1:07 AM
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E61M5Touring reacted to Daniel Nenni's post in the thread Intel Reaffirms Ohio Chip Plant Despite Long Delay with Haha.

如果譚立波還在掌舵，那就不可能了！

Thursday at 1:07 AM
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E61M5Touring reacted to count's post in the thread Qualcomm Achieves Complete Victory Over Arm in Litigation Challenging Licensing Agreements with Haha.

You definitely don't want to walk into a courtroom and have this guy on the other side:

Thursday at 1:05 AM
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KevinK replied to the thread OpenAI, Future of Compute, and the American Dream with Jensen Huang CEO Nvidia.

Exactly - all the data center chip companies are moving in the direction of full system-level co-optimization because they're seeing the...

Thursday at 12:27 AM
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Timmsm replied to the thread Intel announces 18A process node has entered risk production.

What is Intel's total US/ non-USA front end capacity? I'm getting to 110-115k wspm USA (inc Fab 52) and 30-33k WSPM non-USA (but feels...

Thursday at 12:16 AM
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KevinK reacted to hist78's post in the thread OpenAI, Future of Compute, and the American Dream with Jensen Huang CEO Nvidia with Like.

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

Thursday at 12:07 AM
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tooLongInEDA 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 replied to the thread TSMC Price Hikes End the Era of Cheap Transistors.

Very rough estimates using the wafer price table in the posted article, and CGP x Cell height:
Oct 1, 2025
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Fred Chen reacted to hist78's post in the thread TSMC Price Hikes End the Era of Cheap Transistors with Like.

It’s hard to compare the cost of two products from different nodes and generations because they vary in performance, design, memory, and...

Oct 1, 2025
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Fred Chen replied to the thread ASML Builds Machines that Make AI Chips. Why It’s Missing Out on the Boom..

To their credit, Intel has been a sort of guinea pig for High-NA EUV. Here's what they disclosed: "The High NA POB (Projection Optics...

Oct 1, 2025
hist78 replied to the thread TSMC Price Hikes End the Era of Cheap Transistors.

It’s hard to compare the cost of two products from different nodes and generations because they vary in performance, design, memory, and...

Oct 1, 2025
hist78 reacted to swka's post in the thread OpenAI, Future of Compute, and the American Dream with Jensen Huang CEO Nvidia with Like.

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

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