Recent content by Constellar

Now let's not forget who were dealing with here--we're dealing with China, the country that is supposedly graduating over seven times (!) the number of engineers than the United States. Seven times the number of engineers! That's seven times the speed of DeepSeek versus chatGPT. Or seven times...

Once again, China decouples from the United States while we merely de-risk. Will the day ever come when we can match China ball-for-ball and begin our decoupling efforts? Or will we just run our impotent, frail, old mouths again come the next election cycle? Will we make the 145% tariffs...

These cards have improved drivers, sure. But part of the performance increase came from adding more hardware at the problem. 225w seems excessive, but in light of the 6nm node (think 2021 tech), 225w seems underreported if the other stats are anywhere near what's stated. So it's going to be...

I was thinking the same thing--of the motive is ideological, then indeed, the penalty should be more severe than had the motive been for financial gain. Am average Joe making a small batch of crack cocaine for personal use is going to get the 10-year mandatory minimum just for making a day's...

This is how the PRC operates with respect to developing new and competitive industries: the local government throws a lot of money at any business that claims they have a business plan in the relevant sector, the businesses use the money to grow their businesses, then the government steps aside...

The guy is trying to sell his wares to China, which now he can set a $10 billion price tag on an EUV machine and it would still sell like hot cakes in China. Therefore, he'll say anything to that effect. Heck, Jensen Huang is saying the same basic thing about Huawei. It's a manipulation tactic...

They just didn't understand how hard it is to make a hi-powered, single-mode semiconductor laser, let alone such a laser at a necessary frequency. Multi mode lasers are kinda easy, especially with long wavelengths like 807nm or the blue 465nm's. But, an EUV single mode laser at super high...

I don't see how the author can say that the China vs USA rivalry can be "up in the air" when every expert worth his salt is saying that China is at least two generations behind the USA in chip design. They were two generations behind in 2021 and they're still two generations behind. China will...

I'm glad to see China finding yet another way to squander their precious tax money. The first approach at throwing away good money is through their BRI, which so far has netted China a couple billion in increased export sales to the global South out of an initial investment of nearly $2 trillion...

Succinctly stated, and this is how the NYT can publish defamatory sensationalism without having legal action taken against it. It's not defamatory if you're just making your bitterly hated adversary's products look more like thought broadcasting rather than mere roleplay...

Think about it this way--we have to make two assumptions about this. 1. chatGPT o4 will have about 100 million monthly users, spending over 30 minutes per session. 2. NYT claims that four persons have been negatively affected by their chatGPT use. If NYT is to be believed in as far as...

The fact that Huawei has no qualms about bragging about CloudMatrix all but proves that China doesn't have a supercomputer to speak of. If they had one, they'd be bragging about it, too. There are, however, those haters who want to pretend as though China is hiding their supercomputers from the...

But the Force is weak with Jedi Huang, since Darth DJT intends on strengthening Nvidia controls...

There's nothing wrong with having a Taiwan first mentality; after all, we have an America first mentality which has always served us well. When such a mentality starts to drive up prices, that's when we have a problem. But yeah, the Taiwanese at the Phoenix plant has to resort to some dirty...

So what you're saying is that the "Asian lifestyle" is one of settling for more poverty, cramped living spaces with zero luxury, cheap furniture and cheaper Internet? That's not the trend we're seeing in West Taiwan, where the people in cities like Shanghai seem to want the best that money can...