Locator: 10001TECH.
Note: as of August 14, 2023, this post now becomes a "page" tabbed at the blog.
Updates
April 13, 2024: 3 nm / 2 nm CPU and GPU update.
April 13, 2024: M4 update, the 3-nm chip, and the 2-nm chip.
April 8, 2024: all the talk today on CNBC was with regard to 2 nm. In fact, Apple is already taking about 1.4 and 1.3 nm chips. See below. A reminder: INTC says they need more cash from the government.
April 8, 2024: CHIPS Act -- $11 billion for TSM announced today.
March 26, 2024: SK Hynix GPUs for Nvidia chips; $4 billion investment in Indiana.
March 12, 2024: 2 nm (Apple-TSM).
January 18, 2024: an inflection point.
January 14, 2023: TSM earnings call; focused on 1.3 nm.
December 14, 2023: 1.4 nm.
December 3, 2023: Supercomputers and all that jazz. Great update.
December 2, 2023: Nvidia Grace Hopper 200.
October 30, 2023: M3 announcement.
September 10, 2023: investing update.
September 5, 2023: QCOM, AWS, INTC, link here.
August 29, 2023: generative AI is tracked here.
August 14, 2023: the fourth update of CPUs, GPUs, cores, and threads.
Chips, transistors: link here.
Publicly traded companies:
- complete list, link here.
- Apple not listed;
- Xilinx listed; no longer publicly traded; bought by AMD
- excellent list, Yahoo!Finance; ranked by market cap;
- seven best to buy in 2023: link here, current, June 21, 2023. Based on YTD returns which seems a very, very poor way to come up with top seven, but here we go:
- NXPI, QCOM, MPWR, INTC, NVDA, TSM, AMD
Browsers: link here.
Tech 101:
- how the value chain works, link here:
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