Pierre-Arnaud Donnet

Engineer at @Withings - Writer for @Asialyst - Manufacturing in China - VR/3D enthusiast - Currently in Shenzhen after years in Hong Kong.

[Pierre-Arnaud Donnet @DonnetPA]

@EstelleDeMarco J'ai un thinkpad t14 gen 1 depuis 2020, 6 ans d'usage intensif quotidien. Et il fonctionne encore bien. Si il ralentit c'est principalement à cause de win11.

[Pierre-Arnaud Donnet @DonnetPA]

@DanielVavra It seems to have strong Dark Messiah influence, which is a great thing !

[Pierre-Arnaud Donnet @DonnetPA]

15 years on twitter/x! #MyXAnniversary

[Pierre-Arnaud Donnet @DonnetPA]

"The DRAM industry earns in one year and lives off it for ten"

[Jukan @jukan05]

TSMC CEO’s remarks to TSMC employees regarding bonuses

Q: Why are engineers taking a pay cut (smaller bonus) while VPs and above are getting stock — effectively a raise? A: I'll have to go back and look into the relationship between the two.
Q: The articles of incorporation stipulate that profit-sharing must be no less than 1%. If the company keeps cutting it down toward 1%, can the articles be amended to protect employee rights? A: No.

Q: Last time, the compensation restructuring was "cut the bonus, raise base salary." This time you're cutting the bonus again — will base salaries go up? A: Future raises will be larger for lower job grades and smaller for higher ones.
Q: Is there a ceiling on compensation? A: There is no ceiling.

Q: (The questioner's logic was unclear. The gist was questioning whether overexpansion of fabs and headcount is diluting the bonus pool.)
Q: The bonus isn't increasing with EPS, but you mentioned earlier that the employee birth rate is 5x Taiwan's average. That doesn't add up. Shouldn't the company follow the government's lead and have the company raise the kids? A: Not possible.

Q: Rather than putting that money into green energy investments, why not pay it out to employees, or at least restrict it to charitable donations? A: Not possible.
Q: Even in downturns, the money doesn't get returned to employees. Wouldn't it be better to spend it on improving company benefits? A: The money doesn't get redistributed that way.

Q: Since you're developing AI, can we use fewer people and pay out more in bonuses? A: I'm working on it.

Q: Can we spend more on software and hardware equipment? A: Yes.
Q: Will ETE (equipment-related roles) get raises? A: I'll go back and check. They should be increasing.

Q: You said you can't keep sustaining 1.3x growth — is that because you're seeing some operational red flags down the road? A: There are no red flags.
(Management interjects) Complains that other companies' stocks are pumping for no good reason, and that TSMC's stock is severely undervalued. 95% of the world's AI chips are made at TSMC — please keep up the good work, everyone.

Q: Elon Musk is offering 2x salary to poach our people. Aren't you worried? A: First, I'm not worried. Second, do you really believe Musk? Do you believe you can smoke cigars like he does?
Q: Anything on the financials going forward? A: We're considering continuing to increase the dividend.

Q: Looking at the Samsung strike, TSMC's profit-sharing ratio has already dropped to 10%. Can you guarantee that at least 10% will continue to be distributed to employees going forward? A: No. The DRAM industry "earns in one year and lives off it for ten" — it's a different industry, not comparable.
Q: Do you support employees forming a union? A: If a union is formed, management has to spend a lot of energy dealing with it, so I don't encourage it. You're already getting this much in bonuses — why would you want a union?

Q: What if business turns south in the future? A: That's not a scenario we're assuming. But if the global economy really did collapse, management would take care of its people.

[Pierre-Arnaud Donnet @DonnetPA]

Pretty accurate tbh

[Aillusory @aillusoryx]

GTA 5 but it's in CHINA (Reimagined by AI)

[Pierre-Arnaud Donnet @DonnetPA]

@Hera_Aoe We need Deathnote in ! And while we're at it, why not send a cheeky invite to Happy 😉

[Pierre-Arnaud Donnet @DonnetPA]

"The trials used the OEFC F1 canister round developed by KNDS France, which disperses roughly 1,100 tungsten balls in a shotgun-like cone to intercept drones through volumetric saturation rather than direct precision impact."

[Army Recognition @ArmyRecognition]

French Leclerc tank successfully shoots down drone with 120mm shell in Abu Dhabi trials

[Pierre-Arnaud Donnet @DonnetPA]

Preventing dowloads of new books on older Kindle is bs. Is my paperwhite 3, daily companion of 11 years, next on the kill list?

[Kevin Twohy @kevintwohy]

Credit rescinded!

[Pierre-Arnaud Donnet @DonnetPA]

@BrutalJohn_Game i sense strong Unreal Tournament vibe

[Pierre-Arnaud Donnet @DonnetPA]

@nb4ld @pupposandro After further checking, the prices of used v100 on taobao are higher than on ebay. ~550usd for a v100 32gb pcie

[Pierre-Arnaud Donnet @DonnetPA]

@nb4ld @pupposandro There are plenty on Taobao.

[Pierre-Arnaud Donnet @DonnetPA]

The @StarCraft Adjutant is now a Codex pet for @OpenAIDevs. You can hatch her here: https://t.co/AOYGHVRBwM

[Pierre-Arnaud Donnet @DonnetPA]

@HelldiverGodGuy @jackccrawford @jun_song I have two Titan X Pascal as well and considering setting up a local llm rig. Yours looks good, which rack reference is it? Thanks

[Pierre-Arnaud Donnet @DonnetPA]

@SadlyItsBradley Komodo, the asian distributor, has their servers bottlenecking from heavy load. Even tho they opened the sales at 1AM. The demand is ... strong.

[Pierre-Arnaud Donnet @DonnetPA]

@ravirr17 life is always good when gołąbki are around

[Pierre-Arnaud Donnet @DonnetPA]

@BunkerDwellerYT The "power metal band cover art"

[Pierre-Arnaud Donnet @DonnetPA]

"Top memory chipmakers currently have gross margins of around 80%, and I wouldn't be surprised if that rises to 90%, meaning a product that costs $1 to make could sell for $9," Phison CEO https://t.co/u2KMWY6zQx

[Christophe Tymowski @Christophe_Tymo]

Histoire : Au sein des armées de Napoléon Bonaparte, la cavalerie polonaise s’impose comme une force d’élite, réputée pour sa rapidité et son efficacité au combat. Spécialisés dans l’usage de la lance, les lanciers polonais excellent dans les charges décisives, la reconnaissance et la poursuite des troupes ennemies. Engagés dans les grandes batailles de l’Empire, ils jouent un rôle clé dans les succès napoléoniens, tout en étant animés par l’espoir de voir renaître une Pologne indépendante.

Dans le film Waterloo (1970), une scène marquante illustre concrètement cette réalité : une attaque spectaculaire de la cavalerie britannique, notamment les Scots Greys, lance une charge massive contre les lignes françaises. L’élan est cependant brisé par une réponse rapide des lanciers, en particulier les unités polonaises au service de Napoléon, réputées pour leur efficacité redoutable contre la cavalerie lourde. Cette séquence met en lumière la rapidité des retournements de situation sur le champ de bataille, ainsi que le rôle décisif de la cavalerie polonaise dans les guerres napoléoniennes.

[Pierre-Arnaud Donnet @DonnetPA]

@JannesOfficial Thought the same, seeing them teleport staff low hp hero, pulling militia to fas expand etc