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T
My guess is that "the issue" is from SF4 family being a heavily souped up offshoot of SF7. My understanding is 6LPP was never a thing...
Mar 17, 2024
T
Win mostly for TSMC with a deepening grip on package and test, which must have been leverage SKH hoped to do more with. Short term for...
Mar 17, 2024
T
75% return of money on home-run profits is WAY cheaper than investor money. The only issues should be how much red tape is also...
Mar 17, 2024
T
Re: Excess Profit Sharing - that is quite the entanglement alone. Here’s a little more info; looks like it’s negotiated as part of the...
Mar 17, 2024
T
Also, n8 processes may be "ok for China" while n5 may be "restricted" while 7 was in a gray zone hard to administer?
Mar 17, 2024
T
Perhaps 7/6 is judged to bifucate either to interest in low cost 8LPP or 8LPU, while n5/4 process is capturing more perf or density...
Mar 17, 2024
T
Yesterday's men. Pat's head still seems stuck in the past glory days of Intel (which he's always banging on about, along with Moore's...
Mar 14, 2024
T
If it were me, I would switch to something like UCIe for beachfront density better match to their fabric, and put the heavy serdes on...
Mar 14, 2024
T
https://www.cerebras.net/press-release/cerebras-announces-third-generation-wafer-scale-engine
TSMC 5nm version. 850,000 -> 900,000 AI...
Mar 14, 2024
T
"The scope and pace of Intel’s expansion in Ohio, however, will depend heavily on funding from the CHIPS Act.”.
Even if we ignore...
Mar 12, 2024
T
The throughput is stage-limited, including acceleration/deceleration.
Mar 11, 2024
T
So if you remove a USM prepay intel is getting 6B for building 5 bleeding edge 18A and beyond fabs and expanding advanced packaging...
Mar 9, 2024
T
Clearance price. Apple no longer offers it, base is M2 at $999 and new M3 starts at 1099. And getting a reasonable memory size is at...
Mar 7, 2024
T
And what they foresee. This is an often overlooked key benefit. All the futures funnel through TSMC at the moment. Any one customer...
Mar 7, 2024
T
The audiences of this talk are Taiwanese. Recently Taiwanese people feel uncomfortable about (1) CHIP Act and (2) tsmc's oversea...
Mar 7, 2024