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fansink's latest activity
Longer TAT for CoWoS products.
Today at 5:14 PM
For the big customers, pricing and delivery is set by the wafer agreement that is signed before the design even starts. Quite a few...
Today at 5:14 PM
TSMC Celebrates 30th North America Technology Symposium with Innovations Powering AI with Silicon Leadership
Issued by: TSMC
Issued on...
Today at 1:42 PM
Ask you FAE. How many wafers are in your order?
If you don't have an FAE, you don't want to be on an advanced node. The process flow...
Today at 1:44 AM
Fab time is significantly longer than 3 months for advanced nodes...
Today at 1:44 AM
Almost a year -- but that wasn't TSMC... ;-)
Today at 1:43 AM
Couple items to separate:
1) capacity allocation . this is what Intel and Apple and nvidia request... guaranteed capacity. Take or pay...
Today at 1:43 AM
C.C Wei said
"we set the pricing of N3 very early, several years ahead of production. However, we experienced a lot of cost inflation...
Today at 1:43 AM
@Daniel Nenni
Does TSMC really set the pricing that early? there are no adjustments? I do know the pricing varies A LOT by customer. a...
Today at 1:43 AM
I was pretty shocked and disappointed by this. I know TSMC harps on “pricing strategically” but it really feels like they aren’t...
Today at 1:43 AM
Not surprise to me. I would say this could depend on the business situation. There are very few customers can afford 3nm technology and...
Today at 1:43 AM
I think it's because those are the first 3nm orders from most of the customers so the price will be honored.
I guess 2nd or 3rd 3nm...
Today at 1:43 AM
When you are the leader and need to invest billions a year in RD as well as tens of billion in manufacturing capacity you make...
Today at 1:43 AM
Generally, it depends on masking layers and also how much you pay for delivery. If you pay for hot run with 80 masking layers, then you...
Today at 1:43 AM
Do SoC's have the longest fab time?
What is the longest fab time you've heard about?
Monday at 9:29 AM