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Robin Rademaker's avatar

Love it, thank you for sharing 🙏

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Rihard Jarc's avatar

thank you for reading! :)

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Konstantin's avatar

Hi Rihard - Great summary with good insight, as always!

TSMC will also raise prices this years, which means, there is a lot of revenue growth in the current installed base, before new capacity comes online. They have also reported higher than expected yields in their US fabs, which was also not part of the base case for many investors (like me).

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Rihard Jarc's avatar

thanks! Yes true.

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Felipe de Antunano's avatar

Thanks! Great work

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Rihard Jarc's avatar

Thank you!

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.Count's avatar

fantastic article! bravo!

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Rihard Jarc's avatar

thanks!

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Dmitry's avatar

Good research. One point to add TensorFlow was developed by Google and works naturally with their TPU. Pytorch is creation of Meta and they are interested to optimize it for various hardware solutions.

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