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← ASML has never raised the price of a tool by more than it raised the…
8 connected korrents · 7 moments on record from 29 Jun 2023 to 1 Jul 2026.
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Everything filed under semiconductors
semiconductors Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Read this korrent: ASML has never raised the price of a tool by more than it raised the tool's capability, which makes it the most generous monopoly in the industry. ASML has never raised the price of a tool by more than it raised the tool's capability, which makes it the most generous monopoly in the industry. Last stated 6 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it. — tap to centre the map on it A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore… Last stated 3 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: A homebuilt accelerator forces you to be your own operator; Nvidia systems are designed for anyone to operate, which is why they are in every cloud. — tap to centre the map on it A homebuilt accelerator forces you to be your own operator; Nvidia systems are designed for anyone to operate, which… Last stated 5 months ago
15 Apr 2026
JH
Jensen Huang — holds since 2026-04-15 — tap for who they are
Same subject: A semiconductor fab costs what it costs because it is a mass-production factory that has to hold atomic precision around the clock. — tap to centre the map on it A semiconductor fab costs what it costs because it is a mass-production factory that has to hold atomic precision… Last stated 2 years ago
3 May 2024
BP
Brian Potter — holds since 2024-05-03 — tap for who they are
Same subject: A semiconductor fab is mostly its tools; the building around them is the cheap part. — tap to centre the map on it A semiconductor fab is mostly its tools; the building around them is the cheap part. Last stated 2 years ago
3 May 2024
BP
Brian Potter — holds since 2024-05-03 — tap for who they are
Same subject: AMD's hardware is in many ways better than NVIDIA's and it does not matter, because the software gulf is too large and AMD has never resourced closing it. — tap to centre the map on it AMD's hardware is in many ways better than NVIDIA's and it does not matter, because the software gulf is too large and… Last stated 2 years ago
3 Feb 2025
DP
Dylan Patel — holds since 2025-02-03 — tap for who they are
Same subject: An outside expert's understanding of somebody else's problem is bounded, because they do not have to live with the design after they leave. — tap to centre the map on it An outside expert's understanding of somebody else's problem is bounded, because they do not have to… Last stated 2 months ago
1 Jul 2026
KB
Kent Beck — holds since 2026-07-01 — tap for who they are
Same subject: Anyone who cannot write a full software stack for NVIDIA's generic GPUs has no chance of writing one for their own, more specialised, AI chip. — tap to centre the map on it Anyone who cannot write a full software stack for NVIDIA's generic GPUs has no chance of writing one for their own… Last stated 3 years ago
29 Jun 2023
GH
George Hotz — holds since 2023-06-29 — tap for who they are
Same subject: Building an ASIC is not the hard part; building something better than Nvidia is, and that is not easy. — tap to centre the map on it Building an ASIC is not the hard part; building something better than Nvidia is, and that is not easy. Last stated 5 months ago
15 Apr 2026
JH
Jensen Huang — holds since 2026-04-15 — tap for who they are