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K
I'm talking here about the case where the "product" bought by the customer is the chip, which is most foundry ASIC business, and where...
Feb 5, 2026
K
Because it’s an almost six‑hour conference video, I used Google NotebookLM to create the following briefing report:
Cisco AI Summit...
Feb 5, 2026
K
In spite of the labels, for real applications isn't Intel 14A (with BSPD) really competing against TSMC A16 (N2P+SPR, maybe a year...
Feb 5, 2026
"Japan is also heavily subsidizing homegrown foundry venture Rapidus, which will produce cutting-edge chips on the northern island of...
Feb 5, 2026
I agree. TSMC N3 is the last of FinFETs and will most definitely be manufactured in Japan, USA, Japan, and maybe even India. You never...
Feb 5, 2026
M
Nonsense. Intel exited the DRAM business 40 years ago. Until four months ago, Micron stock was not an especially great investment over...
Feb 5, 2026
C
Speaking as someone who has actually done thermal analysis comparison of FSPD vs. BSPD in real high-performance chips vs. high-school...
Feb 5, 2026
Will be interesting to see if this massive capex by Google these years will bring back their revenue. For TSMC their management...
Feb 5, 2026
R
L'essor de l'IA a complètement bouleversé le marché de la mémoire, et le fait que même des géants comme HP et Dell subissent des...
Feb 5, 2026
a nice article by SEMIVISION, link = https://tspasemiconductor.substack.com/p/can-zam-replace-hbm-intel-and-softbank
Feb 5, 2026
Intel did not release any schematics, and there are plenty of AI-generated pictures around :ROFLMAO:
But from this graphic, it looks...
Feb 5, 2026
Fred - does this address (partially or fully) the energy per bandwidth gap between current/traditional DRAM solutions and HBM?
Feb 5, 2026
Probably controversial for this forum, but I think Pat tried to break that cycle by building as much leading edge fab capacity as...
Feb 5, 2026
Nonsense. Intel exited the DRAM business 40 years ago. Until four months ago, Micron stock was not an especially great investment over...
Feb 5, 2026
Fred - does this address (partially or fully) the energy per bandwidth gap between current/traditional DRAM solutions and HBM?
Feb 5, 2026
Like.
I'm talking here about the case where the "product" bought by the customer is the chip, which is most foundry ASIC business, and where...
Daniel Nenni replied to the thread TSMC CEO flags 3-nanometre chip production in Japan, investment reported at $17 billion."Japan is also heavily subsidizing homegrown foundry venture Rapidus, which will produce cutting-edge chips on the northern island of...
user nl replied to the thread Google passes TSMC relative capex in 2026.Will be interesting to see if this massive capex by Google these years will bring back their revenue. For TSMC their management...
Haha.
Nonsense. Intel exited the DRAM business 40 years ago. Until four months ago, Micron stock was not an especially great investment over...
Xebec replied to the thread Softbank Corp, Intel announce memory chips collaboration.Fred - does this address (partially or fully) the energy per bandwidth gap between current/traditional DRAM solutions and HBM?