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M
Still do not change the fact
"TSMC will install the new equipment at its R&D center near its headquarters in Hsinchu in Q4, sources...
Wednesday at 5:36 PM
An offhand disclosure by Intel's CFO about surging demand for its advanced packaging business inadvertently revealed the scale of a...
Wednesday at 5:27 PM
One of the most important conferences of the year, Hot Chips, has announced its presentation list. We've got a few important ones this...
Wednesday at 4:33 PM
The link that @clarkchang provided (https://www.taiwannews.com.tw/news/5965007) is not behind a paywall. I suspect your local Internet...
Wednesday at 4:30 PM
M
CPO and optical I/O are often described as “light replacing copper.”
I think that framing is incomplete.
Before data becomes optical...
Wednesday at 4:10 PM
Market Leaders Including Cisco, MediaTek, NVIDIA, and Samsung Foundry
Demonstrate Measurable Impact, Advancing the Shift from...
Wednesday at 4:03 PM
O
Good thing Moore's law is dead :LOL:
Wednesday at 2:44 PM
O
Hi everyone ... thanks for the interesting discussion. We go into a LOT more detail and analysis in the full report; this extract was...
Wednesday at 2:44 PM
M
Don't miss understood will be installed vs installed, although your article is behind the pay wall, I search for this topic for months...
Wednesday at 2:25 PM
well... I'm 100% sure tsmc has his 1st HiNA EUV delivered in 2024 and 2nd one delivered in 2026. both machines are in Taiwan, not...
Wednesday at 2:17 PM
One of the most important conferences of the year, Hot Chips, has announced its presentation list. We've got a few important ones this...
Wednesday at 2:10 PM
O
Totally agree on that.
I just don’t think that is the interesting question. The question is this: is the current demand uptick and...
Wednesday at 1:50 PM
Someone leaked the pitch sizes for 14A on twitter
Intel 14A
Code: 1280
G48H126
M0: 28nm
Time: 2028
Intel 14A2
Code: 1280.1
G44H110...
Wednesday at 1:27 PM
Indeed -- though whether it's a true microprocessor in the normal meaning of the word (it was a multi-chip partitioned CPU) is...
Wednesday at 1:26 PM
O
You are spot on looking at the market right now and historically. But I’m not sure you will be right going forward.
Disclaimer: the...
Wednesday at 12:43 PM
Daniel Nenni posted the thread Could Google's Next TPU Shift Back to TSMC? Inside the EMIB vs. CoWoS Battle in SemiWiki Main Forum ( Ask the Experts! ).An offhand disclosure by Intel's CFO about surging demand for its advanced packaging business inadvertently revealed the scale of a...
hist78 reacted to Daniel Nenni's post in the thread Hot Chips 2026: Why You Should Tune In with
Like.
One of the most important conferences of the year, Hot Chips, has announced its presentation list. We've got a few important ones this...
Someone leaked the pitch sizes for 14A on twitter Intel 14A Code: 1280 G48H126 M0: 28nm Time: 2028 Intel 14A2 Code: 1280.1 G44H110...
