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Latest activity

What's new Featured content New posts Latest activity

Daniel Nenni reacted to Xebec's post in the thread Nvidia CEO: "Surprised AMD gave away 10% of the company in 'clever' OpenAI deal" with Haha.

CNBC Video: A few take-aways: - "Our deal" (Nvidia's) - is the first time Nvidia is directly selling to OpenAI; previously Nvidia...

Oct 8, 2025
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Arthur Hanson posted the thread Will the Nvidia/TSM alliance dominate quantum computing? in SemiWiki Main Forum ( Ask the Experts! ).

I feel the combination of TSM/Nvidia have not only the technical/financial resources to dominate quantum computing and its...

Oct 8, 2025
Xebec posted the thread Nvidia CEO: "Surprised AMD gave away 10% of the company in 'clever' OpenAI deal" in SemiWiki Main Forum ( Ask the Experts! ).

CNBC Video: A few take-aways: - "Our deal" (Nvidia's) - is the first time Nvidia is directly selling to OpenAI; previously Nvidia...

Oct 8, 2025
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bilau reacted to Daniel Nenni's post in the thread Qualcomm to Acquire Arduino—Accelerating Developers’ Access to its Leading Edge Computing and AI with Like.

Qualcomm does not do open source. But they litigate quite well.

Oct 8, 2025
Daniel Nenni replied to the thread UMC Reports Sales for September 2025.

I'm a UMC fan but it has been a rough couple of years and since they are stuck at mature nodes I do not see a happy ending here. TSMC...
Oct 8, 2025
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count replied to the thread Qualcomm to Acquire Arduino—Accelerating Developers’ Access to its Leading Edge Computing and AI.

Arduino is the largest ecosystem for open hardware development, literally billions of Arduino devices are sold a year under an open...

Oct 8, 2025
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bilau replied to the thread Microsoft CTO says he wants to swap most AMD and Nvidia GPUs for homemade chips.

Kind of like US tech firms trying to "capture" the China (and India) market!;)

Oct 8, 2025
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bilau reacted to Daniel Nenni's post in the thread Microsoft CTO says he wants to swap most AMD and Nvidia GPUs for homemade chips with Like.

Google started with Avago but they now do their chips in-house. Meta uses ASIC companies, Arm is doing a chip with them now. Amazon does...

Oct 8, 2025
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bilau reacted to blueone's post in the thread Microsoft CTO says he wants to swap most AMD and Nvidia GPUs for homemade chips with Like.

Exactly. The backend shop is also chosen by IP they have, like for networking and PHYs. I suspect there are blocks they do contribute...

Oct 8, 2025
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bilau replied to the thread Oracle lost close to $100M from Blackwell chips rentals: Report.

Could it be the effect of the depreciation and amortization schedule? Also, with highly concentrated sales to a few top customers...

Oct 8, 2025
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Fred Chen posted the thread The HBF battle is underway, with Samsung reportedly joining the challenge against SK Hynix and Kioxia. in SemiWiki Main Forum ( Ask the Experts! ).

By Su Ziyun | Published October 2, 2025, 5:15 PM According to Korean media reports, Samsung Electronics has begun the conceptual design...

Oct 8, 2025
Xebec reacted to siliconbruh999's post in the thread Microsoft CTO says he wants to swap most AMD and Nvidia GPUs for homemade chips with Like.

Which will keep happening unless Microsoft fixes windows it's not a hardware issues as much it is a windows issue.

Oct 8, 2025
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Fred Chen reacted to samwilde's post in the thread The U.S.-China rare earths gambit: Who blinks first? with Like.

China is also banning the export of gallium and germanium. These people have no idea. The Chinese have been building their refining and...

Oct 8, 2025
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Arthur Hanson posted the thread AI management, the skill set of the future? in SemiWiki Main Forum ( Ask the Experts! ).

Picking and working with AI will be the skill set of the future as AI/ML develop at ever accelerating rate. Any thoughts and comments...

Oct 8, 2025
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bilau reacted to Daniel Nenni's post in the thread Oracle lost close to $100M from Blackwell chips rentals: Report with Like.

Cloud operator Oracle reported a $100 million loss from renting out its Nvidia Blackwell chips in its most recent quarter, according to...

Oct 8, 2025

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