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Latest activity

What's new Featured content New posts Latest activity

Daniel Nenni reacted to Barnsley's post in the thread Dutch restrict Nexperia to keep its chip secrets outside of China with Like.

For one year, Nexperia is only allowed to take decisive action when the Dutch government allows it. The Ministry of Economic Affairs is...

Oct 17, 2025
Daniel Nenni reacted to samwilde's post in the thread Dutch restrict Nexperia to keep its chip secrets outside of China with Like.

Which has invested a lot in its European operations. And now are getting kicked out of the board. And yet Trump claims the Chinese RE...

Oct 17, 2025
Daniel Nenni reacted to count's post in the thread OpenAI would have to spend over $1 trillion to deliver its promised computing power. It may not have the cash. with Like.

Chips are getting more power efficient but it's like 15% better performance per watt at every two years. Given that you can't really...

Oct 17, 2025
Daniel Nenni reacted to hist78's post in the thread OpenAI would have to spend over $1 trillion to deliver its promised computing power. It may not have the cash. with Like.

"TSMC previously projected that its data center AI related revenue would grow at a mid-40% annual rate through 2029. JP Morgan analyst...

Oct 17, 2025
Daniel Nenni reacted to count's post in the thread OpenAI would have to spend over $1 trillion to deliver its promised computing power. It may not have the cash. with Like.

They won't be building too many new GW scale datacenters in NoCal. Companies will avoid grid an pipeline and water constraints by...

Oct 17, 2025
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count replied to the thread OpenAI would have to spend over $1 trillion to deliver its promised computing power. It may not have the cash..

They won't be building too many new GW scale datacenters in NoCal. Companies will avoid grid an pipeline and water constraints by...

Oct 17, 2025
Y

Yunus replied to the thread Sam Altman’s Gold Rush Hits Reality: “No Materials, No Deal.” Inside the Bottlenecks of the Global AI Supply Chain.

They already have a plan for that: ChatGPT will soon allow erotica for verified adults, says OpenAI boss

Oct 17, 2025
Daniel Nenni replied to the thread Sam Altman’s Gold Rush Hits Reality: “No Materials, No Deal.” Inside the Bottlenecks of the Global AI Supply Chain.

https://www.yahoo.com/news/articles/satellite-images-show-data-centers-103501609.html?

Oct 17, 2025
Daniel Nenni reacted to karin623's post in the thread Sam Altman’s Gold Rush Hits Reality: “No Materials, No Deal.” Inside the Bottlenecks of the Global AI Supply Chain with Like.

OpenAI’s Sam Altman once stunned TSMC executives with a $7 trillion plan to build 36 chip fabs. A year later, he’s pursuing an even...

Oct 17, 2025
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Barnsley replied to the thread Dutch restrict Nexperia to keep its chip secrets outside of China.

UK Govt had Nexperia stop all their projected new investments in UK. Newport Wafer Fab ended up being purchased by Vishay. They still...

Oct 17, 2025
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Barnsley replied to the thread Sam Altman’s Gold Rush Hits Reality: “No Materials, No Deal.” Inside the Bottlenecks of the Global AI Supply Chain.

Just wait til the public start paying for all this

Oct 17, 2025
K

karin623 posted the thread Sam Altman’s Gold Rush Hits Reality: “No Materials, No Deal.” Inside the Bottlenecks of the Global AI Supply Chain in SemiWiki Main Forum ( Ask the Experts! ).

OpenAI’s Sam Altman once stunned TSMC executives with a $7 trillion plan to build 36 chip fabs. A year later, he’s pursuing an even...

Oct 17, 2025
AmandaK posted the thread Breker Donates Advanced Test Suite Components to RISC-V International for Use in Future Compliance Activities in Breker Verification Systems.

- Donation includes open-source system integrity tests for core and SoC certification - Unique Breker tests complement existing test...

Oct 17, 2025
AmandaK posted the thread TSN Technology from CAST Powers Advanced Cancer Treatment in CAST.

Woodcliff Lake, New Jersey — October 17, 2025 Breaking new ground in cancer research at the Heidelberg Ion Beam Therapy Center...

Oct 17, 2025
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Sølve Folkestad Dahl replied to the thread TSMC 3Q25 Earnings Conference Presentation Materials & Press Release.

Leading edge nodes have always diluted coporate average margins. My understanding is that this is largely due to a relatively higher...

Oct 17, 2025

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