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Latest activity

What's new Featured content New posts Latest activity

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E61M5Touring 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 2, 2025
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E61M5Touring reacted to MKWVentures's post in the thread Intel stock pops on news company is in early talks to add AMD as a customer with Like.

"Intel’s chip factories are considered inferior to TSMCs. But big American companies, following the Trump administration’s preference...

Oct 2, 2025
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E61M5Touring 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 2, 2025
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E61M5Touring 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 2, 2025
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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.

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

Oct 2, 2025
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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.

TSMC’s original investment for its new fabs in Phoenix, Arizona was US$12 billion during Trump’s first term. This later expanded to...

Oct 2, 2025
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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.

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

Oct 2, 2025
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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...

Oct 2, 2025
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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.

Oct 2, 2025
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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...

Oct 2, 2025
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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...

Oct 2, 2025
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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！

Oct 2, 2025
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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:

Oct 2, 2025
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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...

Oct 2, 2025
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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...

Oct 2, 2025

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