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K
Exactly - all the data center chip companies are moving in the direction of full system-level co-optimization because they're seeing the...
Oct 2, 2025
T
What is Intel's total US/ non-USA front end capacity? I'm getting to 110-115k wspm USA (inc Fab 52) and 30-33k WSPM non-USA (but feels...
Oct 2, 2025
K
The two hosts obviously tried hard to pull Jensen back by asking several follow-up questions to soften his BS response about the...
Oct 2, 2025
T
One thing you can say for CNBC, they deliver consistent quality in their articles. Terrible quality of information, but consistent at...
Oct 1, 2025
F
Very rough estimates using the wafer price table in the posted article, and CGP x Cell height:
Oct 1, 2025
F
It’s hard to compare the cost of two products from different nodes and generations because they vary in performance, design, memory, and...
Oct 1, 2025
F
To their credit, Intel has been a sort of guinea pig for High-NA EUV. Here's what they disclosed:
"The High NA POB (Projection Optics...
Oct 1, 2025
It’s hard to compare the cost of two products from different nodes and generations because they vary in performance, design, memory, and...
Oct 1, 2025
While Jensen is without a doubt a brilliant mind, to me, a lot more is desired from his take on China competition as well as immigration...
Oct 1, 2025
The two hosts obviously tried hard to pull Jensen back by asking several follow-up questions to soften his BS response about the...
Oct 1, 2025
By Pablo Valerio 10.01.2025
The global semiconductor industry is undergoing a profound economic transformation, one anchored by Taiwan...
Oct 1, 2025
S
By Pablo Valerio 10.01.2025
The global semiconductor industry is undergoing a profound economic transformation, one anchored by Taiwan...
Oct 1, 2025
F
By Pablo Valerio 10.01.2025
The global semiconductor industry is undergoing a profound economic transformation, one anchored by Taiwan...
Oct 1, 2025
F
6 months ago, AMD announced it was TSMC N2 first HPC customer and also a customer for TSMC Arizona...
Oct 1, 2025
F
One thing you can say for CNBC, they deliver consistent quality in their articles. Terrible quality of information, but consistent at...
Oct 1, 2025
Like.
The two hosts obviously tried hard to pull Jensen back by asking several follow-up questions to soften his BS response about the...
hist78 replied to the thread TSMC Price Hikes End the Era of Cheap Transistors.It’s hard to compare the cost of two products from different nodes and generations because they vary in performance, design, memory, and...