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fansink's latest activity
Thanks All
This information is awesome
Apr 21, 2024
How far ahead does capacity have to be secured versus how far ahead does fabless need to get wafers versus how long does it take to...
Apr 21, 2024
Fwiw Pat Gelsingers predecessor negotiated TSMC N3 wafer allocation, years ago. Pat became CEO Feb 2021.
Apr 21, 2024
It could be
1. To sell chips manufactured in advanced nodes, it takes time to validate design and applications, which might take...
Apr 21, 2024
Thanks, I'm asking out of interest, not as a potential customer.
I've heard that advanced node wafer orders may be 1-2 years in...
Apr 20, 2024
How far in advance are wafers ordered?
What are the process flow durations for advanced SoC's, CPU's, and GPU's on advanced nodes?
Apr 19, 2024
I heard that the “twisted panties” phrase may have been:
From his 1Q24 statement:
C. C. Wei’s “We lowered our forecast for the 2024...
Apr 18, 2024
How many EUV tools do they have at D1 ?
Hard to believe they have very many, given in April '22 they shipped one of the few they had...
Apr 12, 2024
wrong fab. Fab 52 isnt needed for a while. 20A and 18A is from D1
Apr 11, 2024
no D1 does initial production on Intel 7,3,4,18, 20
Apr 11, 2024
Our model is 20K wafer per month of production.
Apr 11, 2024
Whenever 20A and 18A ramp. Our model is that D1 can support it through 2025 unless demand improves. Fab 52 should be capable of shipping...
Apr 11, 2024
When is "a while" ?
Apr 11, 2024
Great observation. A question - "TSMC is like to raise prices on 5/3nm nodes, at least". My understanding was price increase if any will...
Apr 10, 2024