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This is very true. Given TSMC owns the 3nm and 2nm nodes the next 5 years is going to be a busy time. Building fabs is the easy part...
Feb 24, 2026
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
The AI deals continue. I guess TSMC will have no trouble filling their new FABS till 2030 and beyond:
AMD and Meta Announce Expanded...
Feb 24, 2026
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
Of course if you don't like this policy you always have a choice -- don't use TSMC... ;-)
Feb 24, 2026
M
I do think TSMC will continue after 2028 with or without chinese invasion.
If China invades, Semiconductor availability will not be a...
Feb 24, 2026
Credit: Future
Those familiar with Intel's modern processor lines will also be familiar with the idea of Performance and Efficient...
Feb 24, 2026
Whenever I hear Gigawatts mention!
Feb 24, 2026
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
K
I think most people on this forum assume TSMC is a going concern past 2028. Perhaps these quotes will change your mind.
Feb 24, 2026
In fact, in the new high-power sources ASML uses a 3-pulse sequence, first a 1 um flattening pulse, then a 1 um pre-pulse, followed by...
Feb 24, 2026
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
B
I think most people on this forum assume TSMC is a going concern past 2028. Perhaps these quotes will change your mind.
Feb 24, 2026
M
People are free to buy chips from Intel Samsung or GF if they are concerned. Personally I recommend buying from Taiwan Fabs .
What do...
Feb 24, 2026
B
"Mr. Trump told Mr. Huang that when he spoke with Mr. Xi about the island, China’s leader would breathe heavily"
"Intel’s business...
Feb 24, 2026
Daniel Nenni replied to the thread AMD and Meta Announce Expanded Strategic Partnership to Deploy 6 Gigawatts of AMD GPUs.This is very true. Given TSMC owns the 3nm and 2nm nodes the next 5 years is going to be a busy time. Building fabs is the easy part...
Haha.
the press has decided that power is the issue and buzzword for all compute. Next we will judge datacenters by social media followers.
hist78 reacted to user nl's post in the thread AMD and Meta Announce Expanded Strategic Partnership to Deploy 6 Gigawatts of AMD GPUs with
Like.
The AI deals continue. I guess TSMC will have no trouble filling their new FABS till 2030 and beyond: AMD and Meta Announce Expanded...
kvas reacted to user nl's post in the thread Exclusive-ASML unveils EUV light source advance that could yield 50% more chips by 2030 with
Xebec reacted to MKWVentures's post in the thread AMD and Meta Announce Expanded Strategic Partnership to Deploy 6 Gigawatts of AMD GPUs with
Love.
the press has decided that power is the issue and buzzword for all compute. Next we will judge datacenters by social media followers.