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V
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 11, 2024
V
Is the news author Robert Castellano credible?
Apr 10, 2024
V
TSMC is increasing prices of its chips an aggregate of 8.7% in 2024 compared to January 2023 prices...
Apr 10, 2024
V
Alphabet is using TSMC N5 as well. Alphabet, Meta, and Amazon are working on TSMC N3 now. I just don't see how Groq and the others are...
Apr 10, 2024
V
It's a very important signal.
Apr 10, 2024
V
MOUNTAIN VIEW, CALIF.—Groq CEO Jonathan Ross is adamant his company no longer sells hardware—the data center AI chip startup is now an...
Apr 10, 2024
V
TSMC N5. Thanks for telling us META, unlike ALPHABET :rolleyes:
Apr 10, 2024
V
Intel needs to lean up, IMO. As of the end of 2023, Intel had nearly as many employees as TSMC, AMD, and Nvidia combined. That's...
Apr 10, 2024
V
An interesting thing about the Intel Gaudi 3 is that it is manufactured by TSMC using N5 process.
Without considering other factors, it...
Apr 10, 2024
V
If NVidia was thinking about using IFS before, they are likely rethinking it now.
Intel seems to take frequent pot shots at companies...
Apr 9, 2024
V
Intel is losing more market share, and without that volume, its learning curve will not be able to keep pace with TSMC.
Apr 9, 2024
V
VCT reacted to
Daniel Nenni's post in the thread
TSMC AZ Update with
Like .
You need to look at revenue per node which is what fills a fab. N5/4 is still the big money maker for TSMC and the difference between N4...
Apr 9, 2024
V
Even Intel's chances of success are slim, it would be very stupid for Nvidia to place their order with IFS.
Apr 9, 2024
V
30% of Intels wafers used are from TSMC in 2024. Meteor lake, Lunar lake, Arrow Lake, Panther lake 70% of the Silicon is TSMC with...
Apr 3, 2024