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Latest activity

What's new Featured content New posts Latest activity

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karin623 posted the thread Not chips—transformers are the Taiwan-made components AI data centers need most. Even Musk and Zuckerberg can’t get around them. in SemiWiki Main Forum ( Ask the Experts! ).

Over the past year, most discussions around AI infrastructure have focused on GPUs, advanced packaging, and semiconductor supply chains...

Jan 29, 2026
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Fred Chen reacted to Daniel Nenni's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with Like.

The other problem is Samsung selling leading edge wafers so cheaply. Being as good as TSMC and as cheap as Samsung is a rock and a hard...

Jan 29, 2026
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ChrisWu reacted to IanD's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with Like.

I don't know where you get 18A being a competitor to N2 from -- 18A competes with N3, 14A competes with A16 which is the BSPD version of...

Jan 29, 2026
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IanD replied to the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030.

What difference do you mean -- cost, power, speed, density? Rate of improvement in all these per mode is getting slower and slower...
Jan 29, 2026
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siliconbruh999 replied to the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030.

isn't the difference between A16 and A14 in single digits even from TSMC's slides

Jan 29, 2026
S

siliconbruh999 reacted to IanD's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with Like.

I don't know where you get 18A being a competitor to N2 from -- 18A competes with N3, 14A competes with A16 which is the BSPD version of...

Jan 29, 2026
user nl replied to the thread Pumping the oil of the 21st century: TSMC versus INTEL.

It seems NVIDIA's CEO likes the Taiwan-US trade deal very much and praises TSMC as being very important in that deal. He just arrived...

Jan 29, 2026
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fatfat reacted to soAsian's post in the thread Microsoft reveals second generation of its AI chip in effort to bolster cloud business with Like.

from the horse's mouth "We are still in the beginning phases of AI diffusion and its broad GDP impact, and already we’ve built an AI...

Jan 29, 2026
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soAsian replied to the thread Microsoft reveals second generation of its AI chip in effort to bolster cloud business.

from the horse's mouth "We are still in the beginning phases of AI diffusion and its broad GDP impact, and already we’ve built an AI...

Jan 29, 2026
user nl reacted to IanD's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with Like.

I don't know where you get 18A being a competitor to N2 from -- 18A competes with N3, 14A competes with A16 which is the BSPD version of...

Jan 29, 2026
I

IanD replied to the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030.

I don't know where you get 18A being a competitor to N2 from -- 18A competes with N3, 14A competes with A16 which is the BSPD version of...

Jan 29, 2026
user nl replied to the thread Pumping the oil of the 21st century: TSMC versus INTEL.

Yes, the rumours are getting more detailed, here from Digitimes how IFS will be prevented by political pressures from starving to...

Jan 29, 2026
I

IanD reacted to Daniel Nenni's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with Like.

The other problem is Samsung selling leading edge wafers so cheaply. Being as good as TSMC and as cheap as Samsung is a rock and a hard...

Jan 29, 2026
I

IanD reacted to hist78's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with Like.

People always talk about and compare the PPA (Power, Performance, and Area) in the semiconductor industry. In reality, it should be...

Jan 29, 2026
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siliconbruh999 replied to the thread Pumping the oil of the 21st century: TSMC versus INTEL.

It's a bit ironic considering reason for TSMC existence is the strong support of the government in early years and even now they get...

Jan 29, 2026

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