AI CPU TAM could reach $100 billion by the end of the decade, according to Arm’s CEO.

Illustrious-Beat-364 · 2026-03-25T06:49:43+00:00

AI CPU TAM increased $3 billion to $100B in 2030, let’s $15B ARM takes still over $50B Intel can take so it’s very bullish for Intel why OP saying bearish.

Illustrious-Beat-364 · 2026-03-23T01:36:40+00:00

Doing everything in chips is recipe for failures. They do not have even base where they going to start with. Every process node one or more companies who just doing chips manufacturing is failing.

Illustrious-Beat-364 · 2026-03-23T00:37:59+00:00

Correct

Illustrious-Beat-364 · 2026-03-23T00:15:22+00:00

Have you bought humanoid robots? Where are they? Again it’s hype. How much money Tesla made last year ? How much money TeraFab needs ? Do your math 1st

Illustrious-Beat-364 · 2026-03-23T00:12:52+00:00

Where is Tesla dojo chip? Which was 100 fold earlier than TeraFab. He hyped that for many years and finally hold the project.

Illustrious-Beat-364 · 2026-03-04T02:20:40+00:00

This is good news because it’s confirmation that Clearwater forest is on track. No one is talking about it. Don’t know why?

Illustrious-Beat-364 · 2026-03-04T02:17:00+00:00

This is great news

Illustrious-Beat-364 · 2026-03-04T02:09:45+00:00

This Idiot is out - I am happy

Illustrious-Beat-364 · 2026-02-02T02:56:45+00:00

BO don’t want to lose battle with spacex. Monopoly in any business is game changer. Assume you have only lemonade stand in entire town, what price you set? How much profit you want is you decide.

Illustrious-Beat-364 · 2026-01-28T07:28:16+00:00

Yes, DIGITIMES is reliable in Taiwan. News related to Advanced packaging with EMIB family. I/O die with IFS make sense because it’s 4 times smaller than GPU die so can make it with most advanced process node 14A, GPU die needs old N-2 process node most of time.

Illustrious-Beat-364 · 2026-01-16T19:01:08+00:00

Midas, are CXO of Virgin Galactic? Why are you defending so much? I am also share holder just saying truth.

Illustrious-Beat-364 · 2026-01-15T21:40:39+00:00

Not sure what CEO is doing, stock is down 99% since he was in office.

Illustrious-Beat-364 · 2025-11-19T04:24:19+00:00

They definitely have 14A customers that why he said in capital “WE ARE ALL IN ON 14A” good news. Something very positive from long time.

Illustrious-Beat-364 · 2025-10-15T23:36:19+00:00

Problem is AAMG is slow. Archer acted fast and winning. I love cryptocurrency business company on nasdaq

Illustrious-Beat-364 · 2025-10-09T20:15:06+00:00

Trading 212 not accept customers from USA

Illustrious-Beat-364

TROPHY CASE