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B
They are called chiplets. I refuse to call them tiles! 😂
I do not know anything about specific products and I do not track internal...
Feb 25, 2024
B
Today Nvidia announced FY2024 earnings and it's a blowout. Recently I'm thinking if IFS and 5 nodes in 4 years is a wrong focus or...
Feb 21, 2024
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I didn't really propose a solution, did I? It's not changing the regulations or eliminating regulations. If you were to change...
Feb 19, 2024
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Some of the important standards that influence fab engineering decisions include SEMI S2, National Fire Protection Association, Factory...
Feb 18, 2024
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The US National Debt clock is at $34T currently. That's $101,847 per citizen. https://www.usdebtclock.org/
The main/only way to ever...
Feb 17, 2024
B
Pulling quotes out of the talk:
Stu Pann: "We need to be in the foundry business for scale"..."Only by being in the foundry business...
Feb 16, 2024
B
"There are many, and perhaps 10-20 factors attributable to TSMC's success, including technological breakthroughs, skills at transferring...
Feb 16, 2024
B
Peter's wheelhouse: Commodities, demographics, and geography. When he's connecting one of these to current events, he can be very...
Feb 13, 2024
B
He packed some correct and incorrect or incomplete data to create a 5 minutes video in order to explain a complicated and large topic.
Feb 13, 2024
B
This is the first public acknowledgement, to my knowledge, that scaling of planar DRAM has ended. Which was worrying. Now it's a more...
Feb 13, 2024
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I found this interesting: SMIC has 3 new fabs under construction, 2 in Beijing and 1 in Shaoxing...
Feb 12, 2024
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Key EQP suppliers have their R&D in Silicon Valley.
It becomes a drag, crossing the Pacific constantly, and it's expensive, so why not...
Feb 12, 2024
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Bing AI gave me this (pretty good quick summary!)-->Search: 3D DRAM Structure
Feb 11, 2024
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I was frustrated by the blurry chart above, and found this one from WSTS on 3dincites.com...
Feb 11, 2024
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I sense hallucinogenic drugs might be a factor here. 😩 Along with some folks wanting to justify a massive fab build-out already in...
Feb 9, 2024