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S
You should use QuickSync for transcode or VCE both will be faster than M4
Oct 17, 2025
C
it's still too early for Hi-NA to contribute HVM (High volume manufacture). In Q3 earning call on Wednesday, ASML CEO just said won't...
Oct 17, 2025
D
Don't worry, Be happy.
AI is bigger than internet, it's worth investing.
Oct 17, 2025
C
I’d also add that the stocks are not actually pricing in the crazy growth projections and capex announcements. I think most investors...
Oct 17, 2025
S
I wonder what "faster to N-2" means. I believe the original schedule was N-3 in 2028 and N-2 in 2030.
I know they said their...
Oct 17, 2025
S
Backdoors on transistors... Right.
Oct 17, 2025
B
I used to buy the latest Intel or AMD 9-class chip but gave a $499 Mac Mini with M4 a try 1 year ago. 6 months ago I took the Windows...
Oct 17, 2025
A
I wonder what "faster to N-2" means. I believe the original schedule was N-3 in 2028 and N-2 in 2030.
I know they said their...
Oct 17, 2025
B
Automotive chips are right on the edge of being categorized as dual use (ie military). Computers on wheels. Hacking can cause traffic...
Oct 17, 2025
Where’s our Meredith Whitney?
The problem is the keystones of this inevitable bubble are private startups who don’t have the same...
Oct 17, 2025
M
I've been thinking about the large company money exchanges going on between OpenAI, Microsoft, Nvidia, AMD, and others.. and I think...
Oct 17, 2025
S
From what I get the CEO did not ask for Nexperia to buy chips priced twice their manufacturing cost from his Chinese fab either. He made...
Oct 17, 2025
K
Don’t fear the AI bubble, it’s about to unlock an $8 trillion opportunity according to Goldman Sachs
The AI boom is sustainable, three...
Oct 17, 2025
Where’s our Meredith Whitney?
The problem is the keystones of this inevitable bubble are private startups who don’t have the same...
Oct 17, 2025
Don’t fear the AI bubble, it’s about to unlock an $8 trillion opportunity according to Goldman Sachs
The AI boom is sustainable, three...
Oct 17, 2025