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C
I heard more about N2 from the ecosystem than the symposium but TSMC did show that the N2 D0 was the same as N3 based on the ramp...
Apr 25, 2024
C
It’s going to be challenging for TSMC’s FY24 YOY revenue to only be +20%, given:
Currently, YTD revenue is already +16.5%.
TSMC’s...
Apr 10, 2024
C
If the money was proportional to the total expenditure, (65B vs 100B), TSMC would be getting $5.5B. However, TSMC has a long track...
Apr 8, 2024
C
Regardless of what gamers think, gaming PCs (CPUs) are a relatively small and shrinking part of the total leading-edge silicon market --...
Apr 4, 2024
C
I have actual numbers for 18A pitches, I can't publish them but I can say that 18A high density cell transistors per mm2 are slightly...
Apr 4, 2024
C
Intel Cost is a lot higher than TSMC price. Intel cost is 2x TSMC cost for similar technology. They plan to fix this somewhere between...
Apr 3, 2024
C
you think TSMC 3nm is like Intel 14nm-10nm? Seriously? People were concerned on 3nm before they ramped it on one of the world highest...
Mar 25, 2024
C
https://semiwiki.com/forum/index.php?threads/tsmc-to-win-more-than-5-billion-in-grants-for-a-us-chip-plant.19789/
Back to the original...
Mar 10, 2024
C
"Focus on what is shipping in volume"
Agree.
"Lake" products are mostly non-Intel-manufacturing, with Intel packaging. A retreat from...
Mar 6, 2024
C
I don't think we're disagreeing here... ;-)
One problem is that "PPA" is too simplistic -- if one process is better on all three counts...
Feb 26, 2024
C
I was simply relaying what TSMC told us when we asked which process we should be targeting after N3... :)
At the IP level BPD is more...
Feb 19, 2024
C
You need to be careful about making assumptions like "backside power is best" -- TSMCs recommendations for N2 is that the BPD process is...
Feb 19, 2024
C
Excellent observation! 1) Intel (pat, Stu, etc) think they can cut costs to get closer to TSMC. We shall see. second: Intel goal is not...
Feb 13, 2024