Good read. I will say I am rather puzzled of your thoughts on ARM and QCOM.
On one hand, you have stated that ARM designs suck (which is true), which is why QCOM started designing their own micro architectures through the Nuvia acquisition.
ARM memory controllers have been underperforming for 10y+, to the point the SoC may be <2/3 the performance of Nvidia or Qualcomm chip in real world workloads.
But it is not just that plagues Samsung, as their designs were underperforming even when the foundry was in good enough shape to also supply Qualcomm.
What about Mali GPUs? Even Samsung has been wise enough to move away from that dumpster.
Mediatek is in the same boat as everyone else, which is how QCOM got to be where it is.
Wasn't it said not to buy the drip in a previous post? I know many things changed since then. May i know what exact factor changed that led to a change in calculation?
NVIDIA is truly an attractive stock, but I think it's priced with excessively high expectations. In other words, it has to prove extraordinary earnings every single quarter.
At this point, it feels too late to buy NVIDIA. I'm a bit sad I didn’t pick it up when it was at a lower price.
Not a mention of Lam ?
Good read. I will say I am rather puzzled of your thoughts on ARM and QCOM.
On one hand, you have stated that ARM designs suck (which is true), which is why QCOM started designing their own micro architectures through the Nuvia acquisition.
ARM memory controllers have been underperforming for 10y+, to the point the SoC may be <2/3 the performance of Nvidia or Qualcomm chip in real world workloads.
But it is not just that plagues Samsung, as their designs were underperforming even when the foundry was in good enough shape to also supply Qualcomm.
What about Mali GPUs? Even Samsung has been wise enough to move away from that dumpster.
Mediatek is in the same boat as everyone else, which is how QCOM got to be where it is.
https://www.youtube.com/watch?v=EBWNf1YzwGw
Super Sonic meme with IA watermark caught me off guard HAHAHA
Hey! Thanks for the post.
I had a quick question - in an earlier post you had said that Marvell 224G N3P Serdes has problems.
How is this comparable to Synopsys, which has a strong working solution on N3P?
Wasn't it said not to buy the drip in a previous post? I know many things changed since then. May i know what exact factor changed that led to a change in calculation?
NVIDIA is truly an attractive stock, but I think it's priced with excessively high expectations. In other words, it has to prove extraordinary earnings every single quarter.
At this point, it feels too late to buy NVIDIA. I'm a bit sad I didn’t pick it up when it was at a lower price.