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Latest activity

What's new Featured content New posts Latest activity

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Xebec replied to the thread The Memory Supercycle: Why Phison’s CEO Predicts a Ten-Year Shortage Amid the AI Boom.

re: "SSDs as an alternative to HBM", I'm curious how they're going to make SSDs responsive enough for AI LLMs, given that even 8+...

Thursday at 4:20 AM
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Xebec reacted to karin623's post in the thread The Memory Supercycle: Why Phison’s CEO Predicts a Ten-Year Shortage Amid the AI Boom with Like.

On September 21, Morgan Stanley issued a sweeping report authored by 12 analysts across Korea, the U.S., Taiwan, and Japan, titled...

Thursday at 4:17 AM
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karin623 posted the thread The Memory Supercycle: Why Phison’s CEO Predicts a Ten-Year Shortage Amid the AI Boom in SemiWiki Main Forum ( Ask the Experts! ).

On September 21, Morgan Stanley issued a sweeping report authored by 12 analysts across Korea, the U.S., Taiwan, and Japan, titled...

Thursday at 4:17 AM
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Xebec replied to the thread TSMC Price Hikes End the Era of Cheap Transistors.

For a 'real value' discussion, a single N3 wafer has ~ 10X as many transistors needed for all of the CPUs in the worlds best...

Thursday at 3:40 AM
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Xebec 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...

Thursday at 3:29 AM
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siliconbruh999 replied to the thread TSMC Price Hikes End the Era of Cheap Transistors.

alas the pricing is so wrong there is no N2 Wafer at 30K

Thursday at 1:33 AM
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siliconbruh999 reacted to KevinK's post in the thread OpenAI, Future of Compute, and the American Dream with Jensen Huang CEO Nvidia with Like.

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 1:32 AM
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E61M5Touring 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...

Thursday at 1:14 AM
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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...

Thursday at 1:13 AM
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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...

Thursday at 1:13 AM
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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...

Thursday at 1:13 AM
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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?

Thursday at 1:12 AM
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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...

Thursday at 1:12 AM
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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...

Thursday at 1:11 AM
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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...

Thursday at 1:10 AM

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