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B
Is N2P one of the derivatives of N2 that actually has loosened design rules and is less dense than N2 for manufacturability reasons...
Mar 5, 2026
M
Exactly!
Side note: perhaps we should wait until Fab 52 is loaded to half of planned production capacity before we say 18A is ramped...
Mar 5, 2026
M
I'm gonna take this guy with a few grains of salt:
Mar 5, 2026
M
Hey, I resent that -- I'm not a backend guy, I'm a high-speed custom mixed-signal / technology guy... ;-)
(but I talk to both front-end...
Mar 5, 2026
F
As I mentioned on Linked In and was discussed here a feww weeks ago. The capacity constraint is Intel 7, Not 18A and not TSMC...
Mar 5, 2026
I
AI today can do lots of things that are useful and correct. Unfortunately it occasionally does things that are useless and wrong, and...
Mar 5, 2026
M
As I mentioned on Linked In and was discussed here a feww weeks ago. The capacity constraint is Intel 7, Not 18A and not TSMC...
Mar 5, 2026
I
Hey, I resent that -- I'm not a backend guy, I'm a high-speed custom mixed-signal / technology guy... ;-)
(but I talk to both front-end...
Mar 5, 2026
M
Perhaps Google look at these questions like they consider office space: renting the expertise vs owning it. There are pros and cons...
Mar 5, 2026
I said the same thing when I programmed in LISP 45 years ago. No way would AI be able to do anything useful! And I was right for 40...
Mar 5, 2026
K
The global space economy is entering a new phase. Falling launch costs, reusable rockets, and a surge of private investment are turning...
Mar 5, 2026
M
We used Broadcom as a custom ASIC supplier in the past, they did all the design and dealt with packaging and testing and shipped...
Mar 5, 2026
C
Earlier comments on SemiWiki suggested that Broadcom was "just doing some back-end support" for the TPUs / AI processors. According to...
Mar 5, 2026
S
14A is like 27 risk production anyway. I have only heard that Intel rates 18A somewhat near N3P in terms of PPA and 18AP is like close...
Mar 5, 2026
I
But Intel claim 14A has better PPA than N2... ;-)
(yes I know, it's too late for Nova Lake...)
Mar 5, 2026
Like.
Exactly! Side note: perhaps we should wait until Fab 52 is loaded to half of planned production capacity before we say 18A is ramped...
Daniel Nenni replied to the thread OpenAI amends Pentagon deal as Sam Altman admits it looks ‘sloppy’.I said the same thing when I programmed in LISP 45 years ago. No way would AI be able to do anything useful! And I was right for 40...