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ahh ok, I was confused by 'below'. You're saying pre-foundry supply chain isn't affected, presumably because there hasn't been a big...
Dec 5, 2025
I am saying companies in the supply chain below the Foundries are not in any supply chain squeeze.
You are talking about end product...
Dec 5, 2025
The inventory is gone. It's like graphics cards in 2020. If you can find stock, you pay what you pay, some outlandish price...
Dec 5, 2025
What's been the main drawback of the smaller cells? is it performance, reliability, power? all of the above?
Dec 5, 2025
While the bticell didn't scaled the macro size did scale quite a lot...
Dec 5, 2025
It looks like the array area efficiency went from 68% to 80%.
Dec 5, 2025
TSMC introduced a 38.1Mb/mm2 SRAM in 2nm-CMOS-nanosheet technology for high-density and energy-efficient compute applications. The...
Dec 5, 2025
Y
While the bticell didn't scaled the macro size did scale quite a lot...
Dec 5, 2025
F
There have indeed been many <6-T SRAM proposals over the decades!
Dec 4, 2025
S
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
J
I am just telling you they will not break even in 2027. Fab 52 isnt even fully loaded at the end of 2026. Fab62 is not tooled out in...
Dec 4, 2025
S
It looks like the array area efficiency went from 68% to 80%.
Dec 4, 2025
F
It looks like the array area efficiency went from 68% to 80%.
Dec 4, 2025
E
I have interacted with S.S. Lin and Y.C. Peng in the past
Dec 4, 2025
Xebec replied to the thread AI frenzy is driving a new global supply chain crisis.ahh ok, I was confused by 'below'. You're saying pre-foundry supply chain isn't affected, presumably because there hasn't been a big...
Like.
I am saying companies in the supply chain below the Foundries are not in any supply chain squeeze. You are talking about end product...