New Home Page For Tech -- Let's Spend Some Time On Semiconductors, Chips, AI -- July 4, 2023

Locator: 10001TECH.

Note: as of August 14, 2023, this post now becomes a "page" tabbed at the blog. 

Updates

June 5, 2024: chip companies have huge day on the market today. Perhaps many, many reasons, but this is what caught my attention: TSM may get ASML etcher this year. Link here.

May 16, 2024: TSM as a foundry.

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.

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Original Post

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: