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B
Which is not a good thing everyone is announcing products 2-3 years in advance with spec they can't even announce a product spec 1 year...
Oct 18, 2025
It will be sent to Taiwan for packing 🤣🤣
Oct 18, 2025
S
Which is not a good thing everyone is announcing products 2-3 years in advance with spec they can't even announce a product spec 1 year...
Oct 18, 2025
S
A couple for fascinating things coming out of Intel for AI.
* Crescent Island (this one) is interesting because it seems to focus on...
Oct 18, 2025
S
It will be sent to Taiwan for packing 🤣🤣
Oct 18, 2025
By looking at OpenAI’s mega deals with AMD, Nvidia, and Broadcom, I believe several guiding principles are shaping OpenAI’s strategy...
Oct 18, 2025
Nvidia and TSMC have achieved a major milestone with the unveiling of the first Blackwell chip wafer produced in the United States...
Oct 18, 2025
OpenAI’s stunning $100 billion partnership with AMD has sent shockwaves through the semiconductor world — and raised the question...
Oct 18, 2025
E
Buffet bought 60M shares of TSMC stock at $68 in 2022 then sold it shortly there after siting geopolitical risks. Today TSM is at $300...
Oct 18, 2025
V
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 18, 2025
C
On Oct/15 earning call, CFO was saying otherwise (in Q&A session). In gross margin%, DUV (immersion machine) is higher than EUV.
Oct 18, 2025
Y
I had an iPad Pro11 with M4 silicon, it's amazing fast.However, i still need to use Thinkpad T14p for CAD/CAE applications
Oct 18, 2025
S
I asked ChatGPT:
Who coined the term NOT TSMC Market?
Daniel Nenni, founder and editor of SemiWiki.com, coined the term "NOT TSMC...
Oct 18, 2025
Like.
Which is not a good thing everyone is announcing products 2-3 years in advance with spec they can't even announce a product spec 1 year...
Daniel Nenni reacted to siliconbruh999's post in the thread Nvidia and TSMC have unveiled the first U.S. made wafer for the Blackwell architecture. with
hist78 replied to the thread Has AMD Really Caught Up With Nvidia? OpenAI’s Mega Deal Reveals a Shift in the AI Race.By looking at OpenAI’s mega deals with AMD, Nvidia, and Broadcom, I believe several guiding principles are shaping OpenAI’s strategy...