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A
Yes. During PG era , IFS is already courting Tesla.
Anyway, I think allowing Elon Musk to go to the fab and make amendments is...
Jul 29, 2025
A
By Chris Mack, CTO, Fractilia 07.18.2025
The Stochastics resolution gap costs chipmakers billions in delayed yield ramps, compromised...
Jul 29, 2025
S
The takeaway for me is that since TSMC owns the 3nm and 2nm nodes (90%+ market share) all they have to do is track TSMC revenue. TSMC...
Jul 29, 2025
S
Don’t underestimate Elon Musk’s capabilities, he might push Samsung Taylor fab’s yield to 120%!
Jul 29, 2025
Based on TSMC's growth my prediction was $1T in 2030, so close enough. The semiconductor industry was just over $20B when I started in...
Jul 29, 2025
FWIW, $20B in 1984 is worth ~ $63B in today's dollars. So about a 10X growth to today (~ $627B per the chart), and ~ 20X by 2034...
Jul 29, 2025
I remember some boom and bust years but AI is definitely a boom which means there will be another bust coming. Any guesses as to when?
Jul 29, 2025
B
According to Media Nvidia does everything
Jul 29, 2025
B
The takeaway for me is that since TSMC owns the 3nm and 2nm nodes (90%+ market share) all they have to do is track TSMC revenue. TSMC...
Jul 29, 2025
I remember some boom and bust years but AI is definitely a boom which means there will be another bust coming. Any guesses as to when?
Jul 29, 2025
FWIW, $20B in 1984 is worth ~ $63B in today's dollars. So about a 10X growth to today (~ $627B per the chart), and ~ 20X by 2034...
Jul 29, 2025
F
Among TSMC, Samsung, Intel, and Rapidus, which company is best at addressing this issue?
Jul 29, 2025
J
By Chris Mack, CTO, Fractilia 07.18.2025
The Stochastics resolution gap costs chipmakers billions in delayed yield ramps, compromised...
Jul 29, 2025
F
There are a lot of SPIE litho papers on this - in particular on resists and how they've helped keep dose under control. I think TSMC has...
Jul 29, 2025
I
There are a lot of SPIE litho papers on this - in particular on resists and how they've helped keep dose under control. I think TSMC has...
Jul 29, 2025
Like.
Yes. During PG era , IFS is already courting Tesla. Anyway, I think allowing Elon Musk to go to the fab and make amendments is...
hist78 reacted to Daniel Nenni's post in the thread Global Semiconductor Market Size Worth USD 1.2 Trillion by 2034 with
Daniel Nenni replied to the thread Global Semiconductor Market Size Worth USD 1.2 Trillion by 2034.I remember some boom and bust years but AI is definitely a boom which means there will be another bust coming. Any guesses as to when?