Welcome to The Daily Stack channel. This is the spot for show announcements, clips, early access to events, giveaways, polls, and memes (obviously).
The Daily Stack pinned «Welcome to The Daily Stack channel. This is the spot for show announcements, clips, early access to events, giveaways, polls, and memes (obviously).»
On the ai infra bottleneck discussion Tuesday: https://x.com/jukan05/status/2042932686973796492?s=46&t=uGCywRsukwQedWoT3UbIng
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A striking sentence I read today:
We don’t think power is the constraint for TSMC’s chip demand, at least for 2027, but ABF substrate and HBM supply are major gating factors. -Morgan Stanley
We don’t think power is the constraint for TSMC’s chip demand, at least for 2027, but ABF substrate and HBM supply are major gating factors. -Morgan Stanley