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Latest activity

What's new Featured content New posts Latest activity

hist78 reacted to KevinK's post in the thread Discussion - has the AI bubble already burst? with Like.

I was at a Rotary meeting / dinner in Nairobi, Kenya last week. I was at the end of the table talking to 3 business folks there (2...

Oct 18, 2025
hist78 reacted to Xebec's post in the thread Discussion - has the AI bubble already burst? with Like.

I've been thinking about the large company money exchanges going on between OpenAI, Microsoft, Nvidia, AMD, and others.. and I think...

Oct 18, 2025
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Mickey 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 18, 2025
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Mickey 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 18, 2025
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Mickey reacted to Daniel Nenni's post in the thread Discussion - has the AI bubble already burst? with Like.

If you look at the AI bubble as both infrastructure build and inference support the bubble will be years in the making. The AI bubble is...

Oct 18, 2025
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Mickey reacted to Fred Chen's post in the thread TSMC to make advanced 2-nm chips in US sooner to meet AI demand with Like.

Has any High-NA sales been recognized yet? Intel reported mirror replacement at SPIE. The trend of EUV recognized sales per quarter is...

Oct 18, 2025
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Mickey reacted to clarkchang's post in the thread TSMC to make advanced 2-nm chips in US sooner to meet AI demand with Like.

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 18, 2025
Xebec reacted to coldsolder215's post in the thread Discussion - has the AI bubble already burst? with Like.

Warren Buffet is not sitting on $350B in cash because he thinks things are going well.

Oct 18, 2025
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coldsolder215 replied to the thread Discussion - has the AI bubble already burst?.

Warren Buffet is not sitting on $350B in cash because he thinks things are going well.

Oct 18, 2025
Xebec reacted to count's post in the thread Discussion - has the AI bubble already burst? with Like.

I’d also add that the stocks are not actually pricing in the crazy growth projections and capex announcements. I think most investors...

Oct 18, 2025
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Fred Chen replied to the thread TSMC to make advanced 2-nm chips in US sooner to meet AI demand.

Has any High-NA sales been recognized yet? Intel reported mirror replacement at SPIE. The trend of EUV recognized sales per quarter is...

Oct 18, 2025
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Fred Chen replied to the thread Intel Foundry reportedly secures contract to build Microsoft's Maia 2 next-gen AI processor on 18A/18A-P node.

On the other hand..https://www.reuters.com/business/microsofts-next-gen-ai-chip-production-delayed-2026-information-reports-2025-06-27/...

Oct 18, 2025
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Fred Chen posted the thread Intel Foundry reportedly secures contract to build Microsoft's Maia 2 next-gen AI processor on 18A/18A-P node in SemiWiki Main Forum ( Ask the Experts! ).

When Intel and Microsoft announced their plan to build a 'custom processor' on Intel's 18A fabrication process in early 2024, neither of...

Oct 18, 2025
hist78 reacted to clarkchang's post in the thread TSMC to make advanced 2-nm chips in US sooner to meet AI demand with Like.

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
hist78 replied to the thread TSMC 3Q25 Earnings Conference Presentation Materials & Press Release.

It’s probably less about a higher level of depreciation. TSMC uses a 5-year depreciation schedule for its fab equipment, meaning the...

Oct 17, 2025

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