Maurice Hunter

Everything I'm not made me everything I am. ~ #PragmaticDreamer

[Maurice Hunter @Maurice2u]

@WIRED Hindsight is 2020

[NBA on ESPN @ESPNNBA]

HE'S 41 BTW.

[Hoop Central @TheHoopCentral]

LEBRON JAMES NONSTOP DUNKING TONIGHT. 🔥👑

(via @Lakers)

[Hoop Central @TheHoopCentral]

LEBON MF JAMES?!? —

THIS IS CRAZY. 🔥🔥🔥

[Hoop Central @TheHoopCentral]

LEBRON JAMES LOB DUNK —

OH MY GOODNESS. 🔥🔥🔥🔥

[Maurice Hunter @Maurice2u]

Man Steelers. Y’all should have beat these Cowboys last week. Lions standing on business today at least

[Maurice Hunter @Maurice2u]

@WheelerJaylen Can’t get street ball names playing AAU ball.

[Dylan Patel @dylan522p]

Intel Foundry Process Roadmap
3-T is TSV optimized for base die on Foveros Direct, used first on Clearwater Forest
18A top dies
Hybrid Bonding.
Microsoft is a foundry customer for 18A on Arm based CPU
18A-P, 3E, and 3PT are various variants coming to address new markets as well.

[Dylan Patel @dylan522p]

The United States is the slowest relevant country in the world to build a fab thanks to NIMBY assholes and the garbage regulatory/permitting system
Japan - 584
South Korea - 620
Taiwan - 654
China - 675
Europe - 690 (their fabs are way lagging edge mostly)
United States - 736

[Dan Nystedt @dnystedt]

Intel is in talks for more than US$10 billion in US government subsidies for semiconductor fabs, or expansions, in Arizona, Ohio, New Mexico, Bloomberg reports, citing unnamed sources. $INTC $TSM $MU $AMKR #Samsung #semiconductors https://t.co/uHDldnoTly

[Dan Nystedt @dnystedt]

Intel CEO Pat Gelsinger told reporters that TSMC will start producing Intel Arrow Lake and Lunar Lake CPU tiles on TSMC’s N3B process as early as the 4th quarter this year, media report, and that TSMC will produce Arrow Lake and Lunar Lake GPU and NPU tiles as well. Another report says Intel orders for 5nm and 3nm production will be worth over US$10 billion to TSMC in the next few years. $INTC $TSM #semiconductors https://t.co/WRIirCymrz

[Dan Nystedt @dnystedt]

2/2 “The first 50 years of the semiconductor industry has been about the front-end (fabrication,” said Lee Kang-Wook, head of packaging development at SK Hynix, in an interview. “But the next 50 years is going to be all about the back-end (packaging).” https://t.co/zwNuF1iNK8

[Dan Nystedt @dnystedt]

Nvidia became TSMC’s 2nd biggest customer last year, as the AI chip maker paid NT$241.15 billion (US$7.73 billion) for TSMC’s chip manufacturing services and accounted for 11% of net revenue.
1/3 $NVDA $AAPL $TSM #semiconductors

[The Circuit @T_h_e_Circuit]

Full Video Podcast: Intel IFS Economics and Last Fabs Standing

@benbajarin and @jaygoldberg

Chapters: Click to skip around by topic.

(00:36) The Puzzle of Intel Foundries
(02:05) Historical Economics Data Points
(03:34) The Exit Zone for Leading Edge Fabs
(05:00) TSMC, Intel, and Samsung
(06:00) Samsung's Indecisiveness
(07:30) Internal Decision Making at Samsung Semis
(08:17) Intel's Revenue Decline
(09:27) Intel's Revenue Growth Challenges
(10:10) Keeping Fabs Full
(11:33) The Need for External Customers
(13:29) The Challenges of Funding Foundries
(14:23) Intel's IFS Revenue Model
(19:36) Revenue Projections for IFS
(21:12) IFS Financials and Losses
(22:29) Long-Term Outlook for IFS
(23:22) IFS Revenue and the Leading Edge Fab Cost
(24:59) Intel's Goal to Be the Number Two Semiconductor Company
(26:27) The Last Foundry Standing Strategy
(28:16) The Long-Term Timeframe for IFS
(29:29) Potential Scenarios for the Future
31:54 The Possibility of Samsung Exiting Logic
35:17 The End Game for IFS
37:25 Strategic Partnerships and Acquisitions
39:12 The Long-Term Outlook for IFS

[Maurice Hunter @Maurice2u]

This fool threw his hand up like he was Randy Moss and Lamar threw it into triple coverage. #jebaited

[Maurice Hunter @Maurice2u]

Shannon said he called the NFL commissioner to put the Cowboys back in the playoffs so they could lose AGAIN and get more ratings!!! 💀💀💀😂

[Maurice Hunter @Maurice2u]

Same old Cowboys

[Dan Nystedt @dnystedt]

The Nvidia vs AMD AI chip war will see one clear winner this year, TSMC, which is manufacturing top chips from both firms, media report, saying TSMC’s output of their chips will hit 1 million to 1.5 million, made using TSMC 5nm and 3nm processes. Analysts estimate Nvidia will double orders to TSMC this year vs last, to over 1 million chips: H200, G200 and B100, GB200; while AMD MI300A and MI300X production could hit 400,000 to 600,000 chips this year. $AMD $NVDA $TSM #semiconductors https://t.co/HvMrZhrhig

[Dan Nystedt @dnystedt]

“War over Taiwan would have a cost in blood and treasure so vast that even those unhappiest with the status quo have reason not to risk it,” Bloomberg reports, with “the price tag at around US$10 trillion, equal to about 10% of global GDP – dwarfing the blow from the war in Ukraine, Covid pandemic and Global Financial Crisis.” #USA #China $TSM $AAPL $NVDA #semiconductors https://t.co/f6FfdLTYTo

[Maurice Hunter @Maurice2u]

@boitamalices @RealEmirHan

[Maurice Hunter @Maurice2u]

@RealEmirHan Mya