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S
Yeah I meant PPA
Thursday at 8:07 AM
A
I guess we will have to agree to disagree. Time will tell us who has the better crystal ball. :)
Thursday at 7:34 AM
K
Over the past year, most discussions around AI infrastructure have focused on GPUs, advanced packaging, and semiconductor supply chains...
Thursday at 7:29 AM
F
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...
Thursday at 6:46 AM
C
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...
Thursday at 5:37 AM
I
What difference do you mean -- cost, power, speed, density? Rate of improvement in all these per mode is getting slower and slower...
Thursday at 4:45 AM
S
isn't the difference between A16 and A14 in single digits even from TSMC's slides
Thursday at 4:31 AM
S
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...
Thursday at 4:31 AM
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...
Thursday at 4:11 AM
F
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...
Thursday at 3:25 AM
S
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...
Thursday at 3:02 AM
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...
Thursday at 2:53 AM
I
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...
Thursday at 2:41 AM
Yes, the rumours are getting more detailed, here from Digitimes how IFS will be prevented by political pressures from starving to...
Thursday at 2:32 AM
I
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...
Thursday at 2:26 AM
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...
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...