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M
the press has decided that power is the issue and buzzword for all compute. Next we will judge datacenters by social media followers.
Feb 24, 2026
M
Question of definitions - did the US ever deindustrialize ? We’ve been at our max real dollar industrial output ever since about the...
Feb 24, 2026
I
Of course if you don't like this policy you always have a choice -- don't use TSMC... ;-)
Feb 24, 2026
S
funny thing is synopsys stocked dropped by 1/3 Oct 2025 most because intel refuse to pay for the IP development fee for 18A...
Feb 24, 2026
S
the kind of policy has been in place, enforced by tsmc for years. imagine any other part of the industry does the same thing. You cannot...
Feb 24, 2026
K
Quick summary of a long not paywalled article. He reviewed documents, visited chip plants and interviewed more than 60 people across the...
Feb 24, 2026
I
Even if we were using (or even considering) Intel I wouldn't be allowed to see the PDK, since I have access to the TSMC N2 PDK -- and...
Feb 24, 2026
K
Question of definitions - did the US ever deindustrialize ? We’ve been at our max real dollar industrial output ever since about the...
Feb 24, 2026
S
I wish you had the PDK i would have liked to hear your opinion on it
Feb 24, 2026
S
Countries should do what they do best. They should not do what others can do best. I still think my freshman econ teacher was correct...
Feb 24, 2026
K
Countries should do what they do best. They should not do what others can do best. I still think my freshman econ teacher was correct...
Feb 24, 2026
Question for this audience:
since the start of EUV in HVM around 2018 TSMC has typically invested >35% of annual revenue on capex, see...
Feb 24, 2026
F
De-industrialization has happened primarily as a function of the labor cost delta yes? It would make sense that re-industrialization has...
Feb 24, 2026
J
I would also love the see the full insight.
The post mentioned that SRAM is Front Side Power i.e. no BSPD, does the SRAM is GAA as...
Feb 24, 2026
A
Hi there -- folks like IanD on here are actual professionals working in the field - with a lot more hands on knowledge than anyone...
Feb 24, 2026
Like.
Question of definitions - did the US ever deindustrialize ? We’ve been at our max real dollar industrial output ever since about the...
user nl posted the thread TSMC and ASML: will #litho tools be able to keep pace with AI super cycle investments till 2030? in SemiWiki Main Forum ( Ask the Experts! ).Question for this audience: since the start of EUV in HVM around 2018 TSMC has typically invested >35% of annual revenue on capex, see...
