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Per Statistica, 2022 US electricity capacity was 1200GW; 2025 US GDP should be about $27T growing at ~1.5%
Squarely in national macro...
Oct 17, 2025
I agree completely. Apple making their own chips was very disruptive. Apple and TSMC pioneered the low power market which paved the way...
Oct 17, 2025
S
They already have a plan for that:
ChatGPT will soon allow erotica for verified adults, says OpenAI boss
Oct 17, 2025
They already have a plan for that:
ChatGPT will soon allow erotica for verified adults, says OpenAI boss
Oct 17, 2025
They already have a plan for that:
ChatGPT will soon allow erotica for verified adults, says OpenAI boss
Oct 17, 2025
Leading edge nodes have always diluted coporate average margins. My understanding is that this is largely due to a relatively higher...
Oct 17, 2025
It seems like on its key leading edge fronts, margins are being diluted:
Okay. Sunny, yes, it’s too early to talk about 2026. But you...
Oct 17, 2025
Some interesting points from the earnings call:
1. TSMC is acquiring a second parcel of land in Phoenix, Arizona to support its...
Oct 17, 2025
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
I guess they shot themselves in the foot again.
https://www.wsj.com/business/autos/nexperia-auto-industry-chip-shortage-02f92559
Oct 17, 2025
The US government demanded the Dutch government kick out the Chinese CEO from Nexperia...
Oct 17, 2025
Not sure if you are aware NXP was forced to divest some of their business units as part of their Freescale acquisition. This kind of...
Oct 17, 2025
NXP spun off Nexperia because it was a marginal business for them. You don't know the Dutch. Especially Philips. If you see them...
Oct 17, 2025
Many MEMS products can be civil/military dual use.
The anger from the CEO is probably understandable. He is the founder/Chairman/CEO...
Oct 17, 2025
Very poor optics.
Of course, for the commercial entities involved, there is significant impact; but in the grand scheme of things...
Oct 17, 2025
Daniel Nenni replied to the thread OpenAI would have to spend over $1 trillion to deliver its promised computing power. It may not have the cash..I agree completely. Apple making their own chips was very disruptive. Apple and TSMC pioneered the low power market which paved the way...
Haha.
They already have a plan for that: ChatGPT will soon allow erotica for verified adults, says OpenAI boss
hist78 reacted to Yunus'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.
They already have a plan for that: ChatGPT will soon allow erotica for verified adults, says OpenAI boss