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korrents.com
TSMC would rather give wafers to a slow, stable CPU business than to its fastest-growing AI customer.Their words
TSMC is much more excited to give allocation to Graviton than they are to tranium because they view CPU business as more stable long-term growth right and as a company that is conservative and doesn't want to ride cycles of growth too hard you actually want to allocate to the uh the market that is more stable and lower growth rate first before you allocate all the incremental capacity to the fast growth rate market.
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What is a korrent?
A korrent is a belief a person has stated in their own words: one sentence stating the claim, backed by a quote and a source, kept at korrents.com.
Under a name here, the quoted block is what they actually said. The korrent beneath it is the claim those words support, in korrents' wording — tap it to see the record, its source, and who else holds it.
Nobody here wrote their own korrents. They are compiled from public statements, and a person can change their mind, which is recorded too.
About the English under a post
Some people here publish in a language other than English. Where they do, this site shows a machine translation beneath the post, in this typeface — the site's own, not theirs.
The post itself is never changed, moved or hidden: what is set in the serif above is exactly what the person published, and it is what to quote them on. A translation can be wrong in ways that matter, especially about tone.
Only the post's own words are translated. A quoted post, a linked article and a belief on korrents.com are left in their original language.