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Search results

  1. F

    Chipmaker SMIC reports 161% surge in first quarter profit

    SMIC, Huawei etc. will not fail, for they are pieces in big power rivalry.
  2. F

    Pat Gelsinger: Andy Grove Wisdom

    Pat believes in on-stage pushups, and that his god is on his side, except that his conception of God is badly wrong among many of his other wrongs.
  3. F

    China quietly rolls back retaliatory tariffs on some US-made semiconductors, import agencies say

    The targets have always been Boeing, farm products, etc., to which non-US alternatives are available. It is a war of attrition.
  4. F

    AMD Achieves First TSMC N2 Product Silicon Milestone

    Thanks for your answer. I see now chiplet is a wrong word. Perhaps die is a better word? I do not see any dies on the wafer. That was what I was trying to say.
  5. F

    AMD Achieves First TSMC N2 Product Silicon Milestone

    I am having a hard time trying to make out any semblance to chiplets in that circle.
  6. F

    TSMC February 2025 Revenue Report (Wow)!

    UMC February revenue also dropped by about 8.1% from that of January if one looks carefully at: https://semiwiki.com/forum/index.php?threads/umc-reports-sales-for-february-2025.22242/ 1-18193515/(38000310-18193515)=8.1%
  7. F

    Major Chip Releases from NVIDIA at CES 2025 Shake the Semiconductor World - IC Manufacturing

    That rounded thing is actually more of a demonstration of how many chips are packed into an NV72 rack, ie, if all the chips in the rack are taken out and rearranged in a circle. Such a big circle cannot be fab by anyone, but is nonetheless already realized in the rack. It is a demonstration of...
  8. F

    TSMC Says It Has Alerted US of Potential China Ai Chip Curbs Violation

    The "Ascend 910B" is a very large and unusual chip. It is hard to conceive TSMC got duped to fab it unwittingly. It simply does not make sense for them to provide a cover for Huawei at the risk of getting their reputation damaged, or exposing themselves to the wrath of US sanctions.
  9. F

    Ranked: Top Startup Cities Around the World

    Do you not have to look at the exit value. It is money losing and you call it "not bad"?
  10. F

    Elon Musk Sues OpenAI and Sam Altman for Violating the Company’s Principles

    The legal filing is some 40 pages long. It's a good read on the development of OpenAI. If you read it, you may become impressed with what Elon has contributed to the advancements in AI, in addition to his other achievements.
  11. F

    Huawei reports 5nm Kirin 9006C processor for laptop

    Some say those "Kirin 9006C" were made by TSMC before sanctions
  12. F

    YMTC 232-layer 3D NAND: an unexpected technological breakthrough

    Link: YMTC 232-layer 3D NAND memory: an unexpected technological breakthrough – The chronicles by Yole SystemPlus Are we witnessing some unexpected consequences of US sanctions?
  13. F

    Huawei reportedly says it has developed domestic chip design tools despite U.S. sanctions

    The original text is "above 14nm", lacking the word indicating "inclusive", thereby entertaining the ambiguity of whether 14nm is included. Not sure if that is a big deal though.
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