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T
It's not this simply.
Chinese telecom companies is cutting spending about 10% every year.
The only field with significant sales growth...
Oct 6, 2025
T
Corporations can be penalized for putting false information on their quarterly report.
Oct 6, 2025
T
Here is another example of Dylan's superbly flawed analysis:
Why the hell would Huawei cede the smartphone market to OPPO or Xiaomi...
Oct 6, 2025
T
SCMP is a trash Hong Kong publication with mostly British tabloid journalists.
Digitimes from Taiwan is way better. And they are...
Oct 6, 2025
S
To me this AI spend is the worst kind of bubble hundreds of billions or a trillion on chips which will be obsolete a year or two...
Oct 6, 2025
T
If this continues, we won't have enough production facilities...
Oct 6, 2025
T
So many companies' stocks now depend on Sam Altman actually buying what he signed those MoUs for.
Oracle
AMD
NVIDIA
Microsoft...
Oct 6, 2025
T
AMD's revenue and profit will impact the value of OpenAI's holdings/Warrants at AMD. Consequently it will impact the value of Nvidia's...
Oct 6, 2025
T
With 18A it's priorities they are focusing on their products and revenue stream there is no grounds up PDK for external till 14A as gor...
Oct 6, 2025
T
Tenstorrent is 10 years old, has raised more than $1B and current revenue cannot even cover the 1k employee burn rate. What position are...
Oct 6, 2025
T
Not one of my top ten semiconductor CEOs, not even close.
Oct 6, 2025
T
Well, if you look at TSMC's Gross Margins:
Given TSMC has 90%+ market share at 3nm and 2nm I would say prices are reasonable.
Oct 6, 2025
T
I still wonder about the math of chiplets vs. monolithic as things get more complex.
AMD has been steadily increasing the level of...
Oct 6, 2025
Well, if you look at TSMC's Gross Margins:
Given TSMC has 90%+ market share at 3nm and 2nm I would say prices are reasonable.
Oct 6, 2025
To me this AI spend is the worst kind of bubble hundreds of billions or a trillion on chips which will be obsolete a year or two...
Oct 6, 2025
Like.
It's not this simply. Chinese telecom companies is cutting spending about 10% every year. The only field with significant sales growth...
Wow.
Not one of my top ten semiconductor CEOs, not even close.
Daniel Nenni replied to the thread TSMC Price Hikes End the Era of Cheap Transistors.Well, if you look at TSMC's Gross Margins: Given TSMC has 90%+ market share at 3nm and 2nm I would say prices are reasonable.
Xebec reacted to samwilde's post in the thread OpenAI Inks AMD Chips Deal Worth Tens of Billions of Dollars with