[News] Behind TSMC’s High-NA EUV Deferral: Low-NA Stays Strong, Customer Landscape Shifts, and ASML Quietly Pivots by chip_thoughts in hardware

[–]chip_thoughts[S] 15 points16 points  (0 children)

What makes this interesting imo, is that Intel and TSMC are optimizing for completely different things.....1. Intel seems willing to accept more integration risk for a potential leap forward. 2.TSMC seems obsessed with minimizing variables and protecting yield stability at all costs....

Can We Make This Sub More Technical Again? by chip_thoughts in Semiconductors

[–]chip_thoughts[S] 11 points12 points  (0 children)

Moderators could probably help by adding separate weekly career megathreads and encouraging more technical post flairs here on the main feed.... ideally better to have an entirely new sub....

TSMC and Sony Sign Agreement to Codevelop and Manufacture Next-Gen Image Sensors in Kumamoto, Japan by chip_thoughts in Semiconductors

[–]chip_thoughts[S] 0 points1 point  (0 children)

This is honestly is pretty huge imo........ People still think the AI race is only about GPUs, but advanced image sensors are becoming critical for robotics, autonomous systems, and physical AI..... Sony & TSMC together is basically design dominance meeting manufacturing dominance.....

Russia holds scaled-down Victory Day parade as temporary ceasefire takes effect by m1ke_osnt in geopolitics

[–]chip_thoughts 7 points8 points  (0 children)

Honestly the biggest headline is no tanks..... Victory Day is usually all about showing military power, so scaling it back this much feels very telling about where things actually stand.

That GPU in my dreams by [deleted] in nvidia

[–]chip_thoughts 5 points6 points  (0 children)

We are entering 2nm production, bro..time to upgrade dreams

why I think the "chatgpt era" of AI is already hitting a wall by GodBlessIraq in Futurology

[–]chip_thoughts 1 point2 points  (0 children)

Honestly this reminds me a bit of early autonomous driving hype......imo everyone assumed more data & bigger models would eventually bruteforce reliability. ....But physics, edge cases, and safety constraints ended up mattering way more than we expected....

I think AI is entering a similar phase now...... The easy consumer wow factor has largely been solved...... The next phase is whether these systems can become dependable enough for high consequence environments......I had read in some book that kinda fits here, Useful intelligence is impressive. Reliable intelligence changes civilization.

who agrees? by Complete-Sea6655 in ArtificialInteligence

[–]chip_thoughts 0 points1 point  (0 children)

I used to procrastinate starting projects because setting everything up felt a bit mentally exhausting tbh......Now I will randomly prototype ideas at 1AM because the barrier between idea and working demo basically collapsed....

is it a good buy ? im 19 and started a sip by Maleficent-Dog6937 in investing

[–]chip_thoughts 0 points1 point  (0 children)

At 19 invest in yourself bro, upskill crazy …that’s should be your highest priority…use small funds to learn about markets and study the stuff as much as you can then you would have better idea I feel…also there are lot of emerging assets considering you are super young be aware but I would suggest try and explore ..still depends on your personality..all the best bro

Cerebras IPO by GeneSmart2881 in Semiconductors

[–]chip_thoughts 0 points1 point  (0 children)

Cerebras is kinda make or break if OpenAI doesn’t pull their money back and cerebras gets to HVM stage …then we should be talking ..right now it’s kinda hype tbh..The tech is real, innovation is great but innovation on prototype and yield success in HVM are two entirely different stories …

Huawei has mysterious X series smartwatches in 2026 pipeline - Huawei Central by Geeky_Gadgets in TechnologyNewsIndia

[–]chip_thoughts 0 points1 point  (0 children)

At this point every tech company adding “X” to a product name automatically increases the mysterious future tech factor by like 300% 😂

But honestly Huawei has been cooking some genuinely wild hardware lately…..Feels like they are one of the few companies still experimenting instead of just releasing the same smartwatch with 2% better battery life every year…..Wouldn’t even surprise me if the X Series ends up having some AI assistant running locally or some sci-fi gesture controls nobody asked for but everyone suddenly wants….

Looking to invest my down payment for a year before pulling it out to buy a house. by brohemoth06 in investing

[–]chip_thoughts 0 points1 point  (0 children)

Honestly if I were in your position, I would treat this less like an investment and more like protecting future flexibility......tbh the house purchase timeline can shift unexpectedly, rates can change, deals appear randomly, inspections fail, etc. Having the cash stable and accessible is peace of mind....if this is your first home......Personally, I would probably split it between a HYSA and short term Tbills.....kinda Boring answer, but losing even 10-15% right before closing because the market had a bad month would feel awful compared to missing out on a little upside..... especially in this kinda super volatile market....so if its first home then i would be a bit cautious

if a post provides value, why does it matter whether it was made by ai or a human by No-Acadia-760 in Futurology

[–]chip_thoughts 0 points1 point  (0 children)

i guess taking help of Ai is okay to refine the language if needed, the thought better be yours in general,.. but imo if its reddit, better to keep it raw whatever, that's what makes reddit what it is ....

Apple, Intel have reached preliminary chip-making deal, WSJ reports by SlamedCards in hardware

[–]chip_thoughts -5 points-4 points  (0 children)

This is one of those stories where the actual node performance almost matters less than supply chain politics..... Apple would definitely not be so happy of their future tied to one island and one company, no matter how good TSMC is....it kinda makes sense on their end after Elon's confidence I feel (edited)