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You are assuming that this dude has basic comprehension of the background and issues.
Thursday at 3:31 PM
P
I doubt Commerce Secretary Howard Lutnick is a national security expert. I suspect he raised his idea during the interview without even...
Thursday at 2:54 PM
I agree with this 100%. The US should have taken a hard line with Russia on Ukraine as well. Be proactive for once instead of reactive...
Thursday at 2:48 PM
The US should have dropped so called strategic ambuiguity regarding defending taiwan a long time ago. They should be very clear they...
Thursday at 2:45 PM
This is true, I heard it last week amongst the ecosystem. Samsung traditionally sells wafers on price but the prices I have seen have...
Thursday at 2:42 PM
X
Very rough estimates using the wafer price table in the posted article, and CGP x Cell height:
Thursday at 2:34 PM
M
I
It sounds like they were working together on project to better integrate Intel CPU with Nvidia servers.... all very good. but
It now...
Thursday at 2:33 PM
AI Summary of recently published articles:
Samsung Semiconductor has reportedly lowered its 2nm wafer price to $20,000, aiming to...
Thursday at 2:29 PM
"Intel’s chip factories are considered inferior to TSMCs. But big American companies, following the Trump administration’s preference...
Thursday at 2:08 PM
True or false, I think this type of news or rumor will keep popping up Intel’s stock price until Intel runs out of shares to sell. The...
Thursday at 2:07 PM
Intel is definitely doing the heavy HNA-EUV lifting. Maybe they can pull it off, I certainly hope so. I just think 14A is too early...
Thursday at 1:52 PM
X
Great analysis. Even if we double your estimate of 1,020 or 1,500 monthly wafers, the numbers are large but still not huge, especially...
Thursday at 1:44 PM
M
Don't forget that these are today's prices (or near future) -- new nodes always cost more when introduced, but then cost drops over...
Thursday at 1:15 PM
I'll take a stab at backing into the wafer count:
Current high end DRAM for GPUs is 2GB / 16 gigabit per chip, with 3 GB / 24 gigabit...
Thursday at 12:52 PM
C
How many HBMs ? (which drives a lot more wafer starts)
Thursday at 12:03 PM
AAPL 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
Love.
You are assuming that this dude has basic comprehension of the background and issues.
Like.
I doubt Commerce Secretary Howard Lutnick is a national security expert. I suspect he raised his idea during the interview without even...
Daniel Nenni replied to the thread Tech U.S. Commerce head Lutnick wants Taiwan to help America make 50% of its chips locally.I agree with this 100%. The US should have taken a hard line with Russia on Ukraine as well. Be proactive for once instead of reactive...
Haha.
True or false, I think this type of news or rumor will keep popping up Intel’s stock price until Intel runs out of shares to sell. The...