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K
Far more revenue than Groq and much farther along in data center build-out. Groq "sold" for $20B so that deal helped price this round...
Feb 5, 2026
I cannot imagine CC Wei or one of his successors will ever build another fab outside the Dresden area, this area is clearly becoming the...
Feb 5, 2026
Why pursue the NOT TSMC market? If I was a semiconductor CEO I would be concerned with:
Wafer Pricing. The foundry business thrived on...
Feb 5, 2026
M
"relative capex" is not the big news IMO. Google is ADDING 100B in new spending over the next year.... we did not see this coming in...
Feb 5, 2026
I cannot imagine CC Wei or one of his successors will ever build another fab outside the Dresden area, this area is clearly becoming the...
Feb 5, 2026
M
Dan puts this well. No one is really saying "I will look at TSMC and Rapidus in parallel to see who wins". If you are "not TSMC"...
Feb 5, 2026
They do indirectly, that's what heatpipes to a remote HSF do. Most laptops nowadays are also low-power "thin'n'light" so most of the...
Feb 5, 2026
Laptops nowadays are usually cooled with heat pipes to take the heat away to a larger remote heatsink/fan -- and bear in mind that most...
Feb 5, 2026
TSMC’s expanding footprint in the United States is frequently described as a reaction to tariffs or geopolitical pressure from...
Feb 5, 2026
TSMC’s expanding footprint in the United States is frequently described as a reaction to tariffs or geopolitical pressure from...
Feb 5, 2026
TSMC’s expanding footprint in the United States is frequently described as a reaction to tariffs or geopolitical pressure from...
Feb 5, 2026
Agreed, it would have to be a joint venture like last time. TSMC, along with European partners Robert Bosch GmbH, Infineon Technologies...
Feb 5, 2026
K
TSMC’s expanding footprint in the United States is frequently described as a reaction to tariffs or geopolitical pressure from...
Feb 5, 2026
We will see. I'm not sure if Europe / Germany has presently the funding to support a 20-30 B$ investment by TSMC for a 3nm plant...
Feb 5, 2026
K
Gemini answers with an official apology:
It looks like I've officially joined the ranks of AI hallucinations caught in the wild by the...
Feb 5, 2026
Daniel Nenni reacted to user nl's post in the thread TSMC CEO flags 3-nanometre chip production in Japan, investment reported at $17 billion with
Like.
I cannot imagine CC Wei or one of his successors will ever build another fab outside the Dresden area, this area is clearly becoming the...
user nl replied to the thread TSMC CEO flags 3-nanometre chip production in Japan, investment reported at $17 billion.I cannot imagine CC Wei or one of his successors will ever build another fab outside the Dresden area, this area is clearly becoming the...
hist78 reacted to IanD's post in the thread Intel’s 18A rumors meet a thermal brick wall says SemiWiki with
Haha.
Gemini answers with an official apology: It looks like I've officially joined the ranks of AI hallucinations caught in the wild by the...