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S
other than the economy of scale and the usual benefit coming from such merger, how would this move change the fact neither companies are...
Tuesday at 1:32 PM
S
Skyworks and Qorvo to Combine to Create $22 Billion U.S.-Based Leader in High-Performance RF, Analog and Mixed-Signal Solutions
Key...
Tuesday at 1:32 PM
S
I like Altman's hustle. He's taking OpenAI from a non profit to maybe(?) a billion dollar business and pissing off Elon along the way. I...
Tuesday at 1:15 PM
S
Probably only efficiency benefits because the smaller company's corporate staff can be reduced, like in finance, legal, HR, etc, only...
Tuesday at 12:51 PM
S
understood. those typically happens for mergers like these. I am just hoping there are better focus on addressing their broad...
Tuesday at 12:51 PM
T
Thanks, that's very interesting data. Looking at TSMC in isolation, it seems to have quite stable net profit margins over the past 20...
Tuesday at 12:50 PM
T
I’d like to hear what @MKWVentures thinks since he was there.
From my perspective as an outsider, I believe Intel could have...
Tuesday at 12:41 PM
K
Here’s the whole Made in America homage to Blackwell GB300 NVL72 systems from today’s GTC in Washington DC.
Tuesday at 12:31 PM
M
i would say Naga would report to him but it's more likely that he comes back as an advisor not a FTE look at Glen HIlton.
Tuesday at 12:21 PM
M
Side note: TSMC N2 is 3 layer GAA transistor. Intel is 4 layer. is samsung or anyone else planning 4? is this a big deal? @Scotten Jones
Tuesday at 12:15 PM
M
it's all depend on how they wants the finances to play out weather it's better to pay Brook field or to increase production.
Tuesday at 12:12 PM
C
Wouldn't be surprised if OpenAI ended up being a trillion dollar IPO.
Tuesday at 11:52 AM
No, Kevin is the foundry sales expert. If it did happen, which I seriously doubt, he would be an advisor reporting to Lip-Bu.
Tuesday at 11:26 AM
C
Is he replacing Kevin O'Buckley ?
Tuesday at 11:24 AM
I like Altman's hustle. He's taking OpenAI from a non profit to maybe(?) a billion dollar business and pissing off Elon along the way. I...
Tuesday at 11:24 AM