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← Only TSMC, Intel and Samsung can still manufacture at the leading…

8 connected korrents · 8 moments on record from 9 Jan 2021 to 1 Jul 2026.

Everything filed under semiconductors semiconductors Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: Only TSMC, Intel and Samsung can still manufacture at the leading edge, and that is a duopoly rather than a monopoly. Only TSMC, Intel and Samsung canstill manufacture at the leadingedge, and that is a duopoly ratherthan a monopoly. Last stated 6 years ago 9 Jan 2021 · 6 years ago JY Jon Y — holds since 2021-01-09 — 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 inits chipmaker is ordinaryinfrastructure policy —Taiwan, Japan and Singapore… Last stated 3 months ago 18 Jun 2026 · 3 months ago 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 forcesyou to be your own operator;Nvidia systems are designedfor anyone to operate, which… Last stated 5 months ago 15 Apr 2026 · 5 months ago 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 whatit costs because it is amass-production factory thathas to hold atomic precision… Last stated 2 years ago 3 May 2024 · 2 years ago 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 mostlyits tools; the building aroundthem is the cheap part. Last stated 2 years ago 3 May 2024 · 2 years ago 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 waysbetter than NVIDIA's and itdoes not matter, because thesoftware gulf is too large and… Last stated 2 years ago 3 Feb 2025 · 2 years ago 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'sunderstanding of somebodyelse's problem is bounded,because they do not have to… Last stated 2 months ago 1 Jul 2026 · 2 months ago 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 fullsoftware stack for NVIDIA'sgeneric GPUs has no chance ofwriting one for their own… Last stated 3 years ago 29 Jun 2023 · 3 years ago GH George Hotz — holds since 2023-06-29 — tap for who they are Same subject: 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. — tap to centre the map on it ASML has never raised theprice of a tool by more thanit raised the tool'scapability, which makes it the… Last stated 6 months ago 13 Mar 2026 · 6 months ago DP Dylan Patel — holds since 2026-03-13 — tap for who they are
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At the centre Only TSMC, Intel and Samsung can still manufacture at the leading edge, and that is a duopoly rather than a monopoly. Last stated 9 Jan 2021 · 6 years ago Holds Jon Y Read this korrent →