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S
I am always Suprised at Intel being in Top 4
Oct 13, 2025
B
Clear PVC with antistatic grids woven into it. It's for tools, notebooks, personal protective equipment, etc.
Oct 13, 2025
Either way, Open AI or Nvidia TSMC wins. In fact, OpenAI/AVGO will probably pay more for wafers than Nvidia. GO TSMC!
Nvidia is TSMC's...
Oct 13, 2025
OpenAI Partners with Broadcom for Custom AI Chips
Yes, this is a confirmed development in the AI hardware space. On October 13, 2025...
Oct 13, 2025
T
What are the backpacks some of the workers are wearing?
Oct 13, 2025
B
Very poor optics.
Of course, for the commercial entities involved, there is significant impact; but in the grand scheme of things...
Oct 13, 2025
B
I have had options from several companies, and they were not marked far out of money. It certainly can (and had) become out of money...
Oct 13, 2025
Here’s a breakdown of what’s known so far about Taiwan’s reaction to China’s expanded rare earth export curbs, and why they believe the...
Oct 13, 2025
Haresh PatelHaresh Patel
It was 1998, and I was VP of Worldwide Sales at PMC-Sierra during the dot-com boom. We were Wall Street’s...
Oct 13, 2025
B
Wouldn't it be true that they can overcome a software deficit easier than a hardware one? There isn't much obstacle (like EUV) that can...
Oct 13, 2025
E
Yes, I was actually thinking the same :ROFLMAO:
Oct 13, 2025
E
If the chip technology is not the key, why do not just use SMIC 14nm technology which must have higher yield and low cost compared to...
Oct 13, 2025
D
The biggest issue is still the software which is the weakest link in Chinese company.
7nm process chip is better than H20 (which...
Oct 13, 2025
F
How can they detect reverse engineering?
Oct 13, 2025
S
If anything I expect doing something like this would have further motivated Huawei to make its own chips.
Oct 13, 2025
Daniel Nenni replied to the thread OpenAI taps Broadcom to build its first AI processor in latest chip deal.Either way, Open AI or Nvidia TSMC wins. In fact, OpenAI/AVGO will probably pay more for wafers than Nvidia. GO TSMC! Nvidia is TSMC's...
hist78 reacted to Daniel Nenni's post in the thread Taiwan sees no significant impact on chip sector from China rare earths curbs with
Like.
Here’s a breakdown of what’s known so far about Taiwan’s reaction to China’s expanded rare earth export curbs, and why they believe the...