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M
100% agree
the shortage gives them the leverage to push people off of 7 (there are people on 10 too). they we can see if they can make...
Jun 1, 2026
I'm honestly curious what these are going to do that the Co-Pilot+ PCs can't already do..
Jun 1, 2026
M
Interesting points on this. Couple items:
1) TSMC does put HBM packages assembled by others onto CoWoS. They do not put logic die from...
Jun 1, 2026
I'm honestly curious what these are going to do that the Co-Pilot+ PCs can't already do..
Jun 1, 2026
@hist78
Exactly: I can tell you that the yield in May 2026 was the yield (DPW) in May 2025 multiplied by 1.07^12.
After looking at...
Jun 1, 2026
i think it's measured relatively like x%x1.07%x1.07% so roughly yield at present x (rate of improvement ) raised to power number of months.
Jun 1, 2026
A big difference this time around is that Lip-Bu Tan brought in PDF Solutions to help with yield. They are experts and outside eyes...
Jun 1, 2026
M
@hist78
Exactly: I can tell you that the yield in May 2026 was the yield (DPW) in May 2025 multiplied by 1.07^12.
After looking at...
Jun 1, 2026
S
i think it's measured relatively like x%x1.07%x1.07% so roughly yield at present x (rate of improvement ) raised to power number of months.
Jun 1, 2026
The NOT TSMC Market is growing. Remember, TSMC does not package other foundry dies so if the design isn't 100% TSMC packaging goes...
Jun 1, 2026
someone posted this on twitter below the tweet
Jun 1, 2026
There was one news of 65% Yield as well
Jun 1, 2026
I am not sure how this 7% monthly yield improvement on 18A was calculated. However, 12 months after May 2025, shouldn't Intel 18A yield...
Jun 1, 2026
June 1 (Reuters) - Nvidia has turned the spotlight on AI PCs after CEO Jensen Huang launched a new chip that would put artificial...
Jun 1, 2026