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hey Dan,
There are some nice SEM images on the breakdown of A15 bionic. Is there a chance we get Scotten to revisit this?
https://www.angstronomics.com/p/the-truth-of-tsmc-5nm
NDF got 48.3% of TSMC’s share in 1986 putting in 70 million usd, they now have 6.3%. Just because they are still the largest shareholder doesn’t mean they’ve been constantly subsidizing it. TSMC’s success in the past two decades was NOT because of the subsidy.
I was interested in this, so I looked up the Taiwanese government’s expenditure and it seems like they only spend about 70 billion usd a year. That’s like twice the capex for TSM this year. Is this Pat dude even trying to make sense? I feel like TSM can sue him for defamation, but the clown’d...
I am pretty sure an undergrad can fill most of that out with the monthly/quarterly reports available on TSMC’s website…
I am actually more concerned that the Department of Commerce asked companies to specify their nodes “in nanometers”… they still had no clue what’s going on after one year of...
Business Korea is a small firm that’s willing to write anything to attract attention. I don’t think it’s fair to claim that Korean media only make trash.
I think it’s good for the industry. Despite the fact that they’ve been trailing since 2018, their marketing kept portraying this false image - oh it’s the naming scheme, they’re really not behind. they’d better be confident that they can keep up with TSM, or else their shareholders would push...
It was actually worse… Back in Q1’18 the risk order of a few k of wafers ended up with zero functioning die. that’s why Qualcomm had to switch to TSM that year… and apparently they never learned their lessons
I am not too sure about that. The Nanking expansion should be focused on 28nm. The BCD node TSMC uses for consumer electronics should be 200-mm/90nm. Even for high-end mobile devices, they would be on 300-mm/40nm.
Apple designed their own PMICs.
the iphone 12s employ APL1094s. APL1096s & 1097s were used in the M1 macbooks. My guess is that the new M1 iPads could be using 1096s also. TSMC fabricated the PMICs on 200mm wafers, definitely mature nodes...
Kim Eun-Jin had a really bad track record of reporting anything related to TSMC. One of the really off reports was claiming Apple’s M1 chip returning to Samsung’s 5nm node due to TSMC’s lack of capacity.
TSMC’s fab in Nanjing expects a capacity expansion, mostly on mature nodes (28nm), despite...
Your reply citing the Chipgate article features an Austin Evans’s video showing that he calibrated both screens at 200nits and ran a geekbench 3 battery test to 50% battery. The TSM one lasted 50 extra minutes. So yeah, I would believe a full drain test would be close to 100 minutes as shown in...
https://www.engadget.com/2015-10-06-does-your-iphone-have-a-good-or-bad-a9-cpu.html
Here’s the 2 hour difference that caused a big deal back then.
This happened really long ago so I understand you don’t remember all the details. A quick google search, however, would have saved you from all this...