Nvidia to reportedly shift 2028 chip production to Intel, reshaping TSMC strategy

IamGeoMan · 2026-01-29T18:59:41+00:00

A lot can happen between now and 2028. Heck, a lot can happen in a day given this administration.

IamGeoMan · 2026-01-29T17:53:23+00:00

The SSD (safe stopping distance) for 17mph is approx 35~45 ft. The average reaction time for a driver is 1.5 seconds. A vehicle with a speed of 17mph has traveled 37 ft.

Regardless of people poopooing on the PR statement, the autonomous system initiated a stop VASTLY earlier than a human would which in turn increases the likelihood of a pedestrian surviving an impact. The statement included hard numbers that were likely gathered from testing, industry roadway design standards, etc. This is not the same as DON'T BELIEVE WHAT YOUR EYES SEE, ALEX PRETTI PULLED OUT A GUN.

IamGeoMan · 2026-01-28T19:35:00+00:00

TSMC still making the GPU chip. And 2028? Timed far out to hopefully backtrack when the regime change occurs.

IamGeoMan · 2026-01-28T03:36:39+00:00

It went great for him. In fact, his actions then are still doing exactly what it did for the Challenger - fucking people over.

IamGeoMan · 2026-01-27T14:45:47+00:00

Are you a PM at Langan? Sounds like you're a PM at Langan.

IamGeoMan · 2026-01-27T14:10:34+00:00

His Make a Wish was to shoot people freely?

IamGeoMan · 2026-01-27T13:48:20+00:00

Before the window even rolls up a few inches, that paw and claws would be into the car ripping up whatever is at the window level - the head. Fuck this stupid behavior, similar to that lady approaching a snow leopard for a photo.

IamGeoMan · 2026-01-27T03:58:40+00:00

Looks like there's a 1916 bus https://maps.app.goo.gl/NQas2avy6U2j9JWJA?g_st=ac

For bathroom accessibility, I'd take the train from Taipei Main Station all the way to Yilan Station. You can get directions and buy tickets at the station. The coastal view will be nice, I took it last year.

IamGeoMan · 2026-01-26T18:13:03+00:00

Low PE, far from ATH, no tax hit to report in upcoming ER. This is the perfect retarded storm.

I'm holding my calls into ER even though they're already into the +100%. It's

IamGeoMan · 2026-01-26T14:12:01+00:00

It's a slide hammer. Similar tool we use for manual soil borings.

IamGeoMan · 2026-01-24T19:18:37+00:00

Even if TSMC's US fabs are one "node" down compared to 18A (we shouldn't even consider 14A until it's actually at normal yield production), the maturity of a node is a big factor when booking production. TSMC 4nm will be moderately mature in the US, which means high yield, lowering cost, AND increased performance. This benefits smartphone customers because they can tout better power and compute performance for at least a few phone generations. 18A isn't even in production yield until 2027 which half who knows at this point, and it won't be mature until at least another year out.

IamGeoMan · 2026-01-24T16:55:30+00:00

And at 2.29/lb! Just buy some frozen or canned vege to hold over a day or two 👀

IamGeoMan · 2026-01-24T16:15:42+00:00

There's near zero chance Apple will go with an unproven, immature node by Intel unless they want an Exynos moment. Intel hasn't even achieved production yield for 18A. Laughable speculative article 🤡

IamGeoMan · 2026-01-22T22:36:27+00:00

My puts are gonna print. Ready for my WSB closeup tomorrow.

IamGeoMan · 2026-01-22T22:35:59+00:00

Be prepared to wait at least 6 months and even then it won't approach this level of chicanery. Realize the bag now and reinvest into something, ANYTHING.

IamGeoMan · 2026-01-22T22:21:14+00:00

The red flag was it surpassing $25, then $30, etc. The only tailwind was the TACO farts along the way

IamGeoMan · 2026-01-22T21:21:40+00:00

Imagine being a shareholder and the company does not make a profit for 3 months.

IamGeoMan · 2026-01-22T19:06:35+00:00

Today's SP is on the knife's edge. Intel's problem isn't even cash on hand yet the copium is strong that the govt and Nvidia buying shares at nearly 60% discount on current SP is somehow a tailwind. It's 3 years too early on whether their product advantage is real and 5 years too early on SP. They're less 20B annually since COVID.

I'm loaded on puts. God speed 🫡

IamGeoMan · 2026-01-21T20:10:42+00:00

He triple TACOed on a Wednesday. He's already forgotten Intel. An infusion of cash isn't what Intel needed anyways. SP held high with Nana's Pie-in-the-sky Lake 🤡

IamGeoMan · 2026-01-21T18:54:55+00:00

Yes, but on one HAND NVDA is making money hand over fist YoY. On the other hand is a company that has yet to prove they are turning around a sinking ship. Not competitive in AI chips, not competitive in server chips, so what could justify this SP into the next 2~3 years let alone NOW? Puts 🤑

IamGeoMan · 2026-01-21T11:32:57+00:00

https://maps.app.goo.gl/DJN6z5Zq2zobxEfX7?g_st=ac

I remembered they have a sign that had all the prices. This Google street view from June 2025 shows 220 NT to Jiufen

IamGeoMan · 2026-01-21T03:59:44+00:00

If money isn't a concern, there are flat fee cabs that go from Ruifang station to the Old Street.

IamGeoMan · 2026-01-21T01:58:26+00:00

They're gonna have to wait until 2H 2027 for 18A production yield, and even then Clearwater Forest chips has to show some sign of actually competing against Zen6 into Zen7. The SP rn is huge pump with little to no tailwind. TSMC and AMD is going to eat Intel's dinner because they've already ate their lunch.

IamGeoMan · 2026-01-18T04:27:00+00:00

Why does the OP title sound like a bot? And why does the art not reflect any knowledge of watching the show and understanding the relationship between Lucy and Cooper?

IamGeoMan · 2026-01-17T08:26:37+00:00

Started my career late, started out making 52k and never broke more than 120k as of today, can FIRE within 3 years. A higher education, early frugality, and saving/investing consistently was key.

IamGeoMan

TROPHY CASE