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← TSMC's real advantage over its foundry rivals is that it can outspend them, not that it is technically ahead.
8 connected korrents · 8 moments on record from 29 Jan 2021 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: TSMC's real advantage over its foundry rivals is that it can outspend them, not that it is technically ahead. TSMC's real advantage over its foundry rivals is that it can outspend them, not that it is technically ahead. Last stated 6 years ago 29 Jan 2021 · 6 years ago
JY
Jon Y — holds since 2021-01-29 — 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 · 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 forces you to be your own operator; Nvidia systems are designed for 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 what it costs because it is a mass-production factory that has 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 mostly its tools; the building around them 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 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 · 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's understanding of somebody else'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 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 · 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 the price of a tool by more than it raised the tool's capability, 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