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S
the horse said nothing changed
7 minutes ago
Source:
https://www.wsj.com/tech/ai/the-100-billion-megadeal-between-openai-and-nvidia-is-on-ice-aa3025e3
Paywalled article, but I...
25 minutes ago
Actually, Catz was appointed Executive Vice Chairman, and replaced by two co-CEOs, one with direct cloud experience and one with...
Today at 1:03 AM
When she was mouthing in the Trump White House AI honcho meeting, I wondered what was her credential. Sure enough, she got yanked as CEO...
Today at 1:03 AM
K
That's the reality nowadays -- basic pitches that set cell size (M0 and CPP) are almost identical for N3/N2/A16/A14, the gate density...
Today at 1:02 AM
K
Without High NA EUV
Without Dry Photoresist
Without Pattern Sharpening
Only rely on Double / Quad Patterning, we know the story of...
Today at 1:01 AM
K
Stock price update, 5 months later:
Today at 12:50 AM
I don't think what TSMC is doing is quite equivalent to Intel's 14++++ execution. Each + for Intel 14nm actually decreased transistor...
Yesterday at 10:06 PM
I think there is more in this case
+++++++ is Intel Style
But all of those "+" is what is TSMC is doing
N5 > N5++ > N5+++ > N5++++ >...
Yesterday at 10:06 PM
are the number of plus in 14nm correct? I thought there were only 5 plus
Yesterday at 10:06 PM
That's the reality nowadays -- basic pitches that set cell size (M0 and CPP) are almost identical for N3/N2/A16/A14, the gate density...
Yesterday at 10:05 PM
So we don't need Intel, and the US doesn't need semiconductor sovereignty.
All we need is TSMC's US factory.
Yesterday at 10:05 PM
But it's not just about cost, the amount of extra resource -- meaning, engineers! -- needed to support both BSPD and FSPD processes is...
Yesterday at 10:04 PM
I'm sure that with all the conversations Lip-Bu Tan has had with customers he has become aware of the customers who want traditional...
Yesterday at 10:04 PM
That would help, but being more expensive isn't really the biggest issue, it's that for lower-power chips with less dense power grids...
Yesterday at 10:03 PM
Xebec posted the thread WSJ: The $100 Billion Megadeal Between OpenAI and Nvidia Is on Ice in SemiWiki Main Forum ( Ask the Experts! ).Source: https://www.wsj.com/tech/ai/the-100-billion-megadeal-between-openai-and-nvidia-is-on-ice-aa3025e3 Paywalled article, but I...
Like.
Actually, Catz was appointed Executive Vice Chairman, and replaced by two co-CEOs, one with direct cloud experience and one with...
tomatoma reacted to Xebec's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with