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← TSMC will never throw Apple off its leading node; Apple will simply stop mattering enough for TSMC to cater to it.
17 connected korrents · 16 moments from 1 Feb 1996 to 24 Sept 2026. Nearly all of them are about semiconductors .
Everything filed under Apple
Apple
Everything filed under government
government
Everything filed under data centers
data centers
Everything filed under design
design Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Read this korrent: TSMC will never throw Apple off its leading node; Apple will simply stop mattering enough for TSMC to cater to it. TSMC will never throw Apple off its leading node; Apple will simply stop mattering enough for TSMC to cater to it. Last stated 7 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 all did it. Last stated 4 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 is why they are in every cloud. Last stated 6 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 around the clock. 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: AI data centers have shifted from about 1 CPU per 8 GPUs to roughly 1:4, and the ratio could shrink to 1:1. — tap to centre the map on it AI data centers have shifted from about 1 CPU per 8 GPUs to roughly 1:4, and the ratio could shrink to 1:1. Last stated 4 weeks ago
24 Sept 2026
GO
Gergely Orosz — holds since 2026-09-24 — 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 AMD has never resourced closing it. 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 live with the design after they leave. Last stated 4 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, more specialised, AI chip. Last stated 3 years ago
29 Jun 2023
GH
George Hotz — holds since 2023-06-29 — tap for who they are
Same subject: A big switch to desktop Linux is coming, at least among developers, because there is enough dissatisfaction with both Apple and Microsoft. — tap to centre the map on it A big switch to desktop Linux is coming, at least among developers, because there is enough dissatisfaction with both Apple and Microsoft. Last stated a year ago
26 Jun 2025
DH
David Heinemeier Hansson — holds since 2025-06-26 — tap for who they are
Same subject: A company can change fundamentally with new leadership — tap to centre the map on it A company can change fundamentally with new leadership Last stated 3 years ago
5 Mar 2024
DH
David Heinemeier Hansson — holds since 2024-03-05 — tap for who they are
Same subject: A company can lead its industry on values like privacy and user respect without actually excelling at them — tap to centre the map on it A company can lead its industry on values like privacy and user respect without actually excelling at them Last stated 7 months ago
1 Apr 2026
MA
Marco Arment — holds since 2026-04-01 — tap for who they are
Same subject: Apple is repeating Microsoft's monopoly mistakes — tap to centre the map on it Apple is repeating Microsoft's monopoly mistakes Last stated 3 years ago
17 Jan 2024
DH
David Heinemeier Hansson — holds since 2024-01-17 — tap for who they are
Same subject: Social and advertising businesses come and go; a technology company that wants to endure has to build hardware. — tap to centre the map on it Social and advertising businesses come and go; a technology company that wants to endure has to build hardware. Last stated 3 years ago
29 Jun 2023
GH
George Hotz — holds since 2023-06-29 — tap for who they are
Same subject: The desktop computer industry had stopped innovating, with Microsoft dominating, and had entered a dark age. — tap to centre the map on it The desktop computer industry had stopped innovating, with Microsoft dominating, and had entered a dark age. Last stated 31 years ago
1 Feb 1996
SJ
Steve Jobs — holds since 1996-02-01 — tap for who they are
Same subject: Desktop Linux improved dramatically while Apple's users were not watching, and is now far more polished and capable than its reputation. — tap to centre the map on it Desktop Linux improved dramatically while Apple's users were not watching, and is now far more polished and capable than its reputation. Last stated a year ago
26 Aug 2025
DH
David Heinemeier Hansson — holds since 2025-08-26 — tap for who they are
Same subject: Linux is able to run laps around Apple in certain workloads — tap to centre the map on it Linux is able to run laps around Apple in certain workloads Last stated a year ago
18 May 2025
DH
David Heinemeier Hansson — holds since 2025-05-18 — tap for who they are
Same subject: The agentic age needs a new operating system: if you can vibe-code any application, you should be able to vibe-code the operating system, and only Linux allows that. — tap to centre the map on it The agentic age needs a new operating system: if you can vibe-code any application, you should be able to vibe-code the operating system, and only Linux allows that. Last stated 2 months ago
26 Aug 2026
DH
David Heinemeier Hansson — holds since 2026-08-26 — tap for who they are
At the centre
TSMC will never throw Apple off its leading node; Apple will simply stop mattering enough for TSMC to cater to it.
Holds Read this korrent →
A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it.
Holds
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.
Holds
A semiconductor fab costs what it costs because it is a mass-production factory that has to hold atomic precision around the clock.
Holds
A semiconductor fab is mostly its tools; the building around them is the cheap part.
Holds
AI data centers have shifted from about 1 CPU per 8 GPUs to roughly 1:4, and the ratio could shrink to 1:1.
Holds
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.
Holds
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.
Holds
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.
Holds
A big switch to desktop Linux is coming, at least among developers, because there is enough dissatisfaction with both Apple and Microsoft.
Holds
A company can change fundamentally with new leadership
Holds
A company can lead its industry on values like privacy and user respect without actually excelling at them
Holds
Apple is repeating Microsoft's monopoly mistakes
Holds
Social and advertising businesses come and go; a technology company that wants to endure has to build hardware.
Holds
The desktop computer industry had stopped innovating, with Microsoft dominating, and had entered a dark age.
Holds
Desktop Linux improved dramatically while Apple's users were not watching, and is now far more polished and capable than its reputation.
Holds
Linux is able to run laps around Apple in certain workloads
Holds
The agentic age needs a new operating system: if you can vibe-code any application, you should be able to vibe-code the operating system, and only Linux allows that.
Holds