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By my napkin math estimation is Fab 52 will be utilized 30-40% only in 2026 (assuming Fab 52 = 20kwspm). So, I agree with you on that...
Dec 4, 2025
K
I like that move too. One of the more difficult problems to solve in ASIC design is keeping your back-end team busy enough. Very few...
Dec 4, 2025
D
great numbers thanks!!
Dec 4, 2025
S
Micron exit consumer market and Samsung won't even sell to Samsung 😲
"The end result, according to a report from SE Daily spotted by...
Dec 4, 2025
M
By my napkin math estimation is Fab 52 will be utilized 30-40% only in 2026 (assuming Fab 52 = 20kwspm). So, I agree with you on that...
Dec 4, 2025
M
great numbers thanks!!
Dec 4, 2025
C
The industry learned with Intel not to be afraid of forging other paths around monopolies.
Dec 4, 2025
I like that move too. One of the more difficult problems to solve in ASIC design is keeping your back-end team busy enough. Very few...
Dec 4, 2025
There is no “there” there for chip sales. TPUs and even NVIDIA AI chips are useless in the data center without the massive...
Dec 4, 2025
S
In light of these news, I got curious about the previous case where TSMCsued the executive who joined Samsung. Here is what I found...
Dec 4, 2025
K
There is no “there” there for chip sales. TPUs and even NVIDIA AI chips are useless in the data center without the massive...
Dec 4, 2025
K
True. Google will make so much more money selling cloud space than chips. I wonder how many people are asking Google about chip sales...
Dec 4, 2025
K
Do you know if Google owns the TSMC contract for TPUs, or does Broadcom?
Dec 4, 2025
K
The BS about Google and selling their TPUs in the press has reached a new pinnacle of stupidity. All of the external TPU deals are...
Dec 4, 2025
K
Google has search, Gemini AI, TPU chips, the software stack, and a close partnership with TSMC. Hard to beat. Exciting times in the...
Dec 4, 2025
Xebec reacted to dkr1986's post in the thread Former Intel chief Pat Gelsinger: ‘I’ve been called here for a purpose’ with
Like.
By my napkin math estimation is Fab 52 will be utilized 30-40% only in 2026 (assuming Fab 52 = 20kwspm). So, I agree with you on that...
Daniel Nenni reacted to blueone's post in the thread Google’s 400,000-Chip Monster Tensor Processing Unit Just Destroyed NVIDIA's Future! with