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I was rereading the remarks of CFO at the Q4-2025 reporting and noticed:
"We have just guided our first quarter gross margin to...
Feb 2, 2026
I
Process progress used to be very fast in the days of Dennard scaling when dimensions really did scale linearly with the headline node...
Feb 2, 2026
I
Which just shows how little you understand about process technology -- meaning DTCO and layout and transistor access, as well as the raw...
Feb 2, 2026
TSMC does move equipment (or space) from mature nodes to advanced packaging. However, they do not move leading edge node equipment into...
Feb 2, 2026
I
I don't think what TSMC is doing is quite equivalent to Intel's 14++++ execution. Each + for Intel 14nm actually decreased transistor...
Feb 2, 2026
Jensen just denied this rumour.
Feb 2, 2026
Nvidia CEO Jensen Huang interacts with supporters before a dinner he host with Taiwan tech CEOs in Taipei on Jan. 31. (Reuters)...
Feb 2, 2026
The Google TPUs are domain-specific to machine learning / AI, and are not general purpose processors. While TPUs contain dedicated...
Feb 2, 2026
There is no “there” there for chip sales. TPUs and even NVIDIA AI chips are useless in the data center without the massive...
Feb 2, 2026
True but Google deals directly with TSMC, uses the PDKs, etc... Google does other chips besides the TPU. Google used Avago at first to...
Feb 2, 2026
True. Google will make so much more money selling cloud space than chips. I wonder how many people are asking Google about chip sales...
Feb 1, 2026
The BS about Google and selling their TPUs in the press has reached a new pinnacle of stupidity. All of the external TPU deals are...
Feb 1, 2026
Y
TSMC does move equipment (or space) from mature nodes to advanced packaging. However, they do not move leading edge node equipment into...
Feb 1, 2026
V
Jensen just denied this rumour.
Feb 1, 2026
V
During the last year many discussions on this SemiWiki website centered on the reasons why Intel started struggling versus the success...
Feb 1, 2026
user nl replied to the thread Running a foundry of Cash Cows and Little Fish: TSMC and the role of chiplets.I was rereading the remarks of CFO at the Q4-2025 reporting and noticed: "We have just guided our first quarter gross margin to...
Like.
TSMC does move equipment (or space) from mature nodes to advanced packaging. However, they do not move leading edge node equipment into...
Daniel Nenni reacted to VCT's post in the thread WSJ: The $100 Billion Megadeal Between OpenAI and Nvidia Is on Ice with
kvas reacted to blueone's post in the thread Google’s 400,000-Chip Monster Tensor Processing Unit Just Destroyed NVIDIA's Future! with