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Latest activity

What's new Featured content New posts Latest activity

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ai268 reacted to Daniel Nenni's post in the thread OpenAI CEO rumored to secure AI chip and server supply in low-key visit to Taiwan with Like.

Credit: AFP OpenAI is intensifying efforts to expand its artificial intelligence computing infrastructure, relying heavily on Taiwan's...

Thursday at 8:04 PM
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benb replied to the thread Samsung cuts 2nm wafer pricing bringing it down to $20,000, undercuts rival TSMC by 33%.

How is the Exynos 2600 ramp going? AI Overview Production of Samsung's Exynos 2600 is reportedly ramping up ahead of schedule with...

Thursday at 7:45 PM
K

KevinK reacted to blueone's post in the thread Tech U.S. Commerce head Lutnick wants Taiwan to help America make 50% of its chips locally with Like.

Ludnick is proof you can be billionaire high-level US government official and still be incompetent. Ludnick and Peter Navarro (Trump's...

Thursday at 5:59 PM
K

KevinK 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 5:59 PM
K

KevinK 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 5:58 PM
K

KevinK 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.

Shocking really...

Thursday at 5:58 PM
K

KevinK 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.

Thursday at 5:57 PM
K

KevinK 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 5:57 PM
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Brady 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 5:54 PM
B

Brady 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 5:53 PM
X

Xebec reacted to hist78's post in the thread Intel stock pops on news company is in early talks to add AMD as a customer with 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...

Thursday at 5:34 PM
X

Xebec 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 5:33 PM
X

Xebec 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 5:33 PM
X

Xebec 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 5:33 PM
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MKWVentures replied to the thread Samsung cuts 2nm wafer pricing bringing it down to $20,000, undercuts rival TSMC by 33%.

Luckily Intel doesnt plan to sell any 18A wafers to external customers in 2026. But IFS are supposed to set their internal pricing...

Thursday at 4:46 PM

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