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F
I went back to check the numbers, what I have is:
I am not sure if SMIC N+2 density was ever released or calculated?
Friday at 7:42 AM
M
Other than HBM they are similar. but the Chip designs are different so its a wafer start issue (Assume cycle time from start to package...
Friday at 7:42 AM
Nvidia is allegedly testing software that can track the location of its AI chips as reports of its chips being smuggled into China are...
Friday at 7:28 AM
Taipei, Dec 12, 2025 — Taiwan has officially launched a major new cloud computing and AI hub powered by Nvidia high-performance chips...
Friday at 7:07 AM
How easy is it for Samsung, SK Hynix, Micron, etc. to switch production between memory types -- examples: DDR5 to GDDR7, or DDR5 to...
Friday at 6:46 AM
S
Yes I see that. Anyway I had to delete this comment because the number I knew from TSMC was wrong.
Friday at 6:36 AM
F
I'm just going after the "significantly less scaled" than Samsung "5nm" part.
Friday at 6:34 AM
B
While I also think that's all there is to it, one must not overlook that it takes much more in-depth knowledge of the whole system to...
Friday at 6:23 AM
C
Global VC funding was $120b last quarter. That money is increasingly being concentrated in a handful of names. OpenAI has not...
Friday at 6:17 AM
L
TSMC 5nm is 137 and Samsung 5nm is 126. So you mean 115~125 mtr?
You are calculated by cell height x Gate pitch which provided by...
Friday at 6:06 AM
L
I think the above is probably the most useful, insightful comment in this list.
And then...
Friday at 5:59 AM
F
My objection to TechInsights' or Jukan's spin is that the difference between TSMC's and Samsung's 5nm densities is more than the...
Friday at 5:57 AM
A
What an odd article. First it implies that the defense industry has become smaller and consolidated, which I think is a factor, but...
Friday at 5:55 AM
B
I think the above is probably the most useful, insightful comment in this list.
And then...
Friday at 5:53 AM
How easy is it for Samsung, SK Hynix, Micron, etc. to switch production between memory types -- examples: DDR5 to GDDR7, or DDR5 to...
Friday at 5:26 AM
Daniel Nenni posted the thread Nvidia is reportedly testing tracking software as chip-smuggling rumors swirl in SemiWiki Main Forum ( Ask the Experts! ).Nvidia is allegedly testing software that can track the location of its AI chips as reports of its chips being smuggled into China are...
Like.
How easy is it for Samsung, SK Hynix, Micron, etc. to switch production between memory types -- examples: DDR5 to GDDR7, or DDR5 to...
Xebec posted the thread How "fungible" are memory maker fabs for switching between memory types? in SemiWiki Main Forum ( Ask the Experts! ).How easy is it for Samsung, SK Hynix, Micron, etc. to switch production between memory types -- examples: DDR5 to GDDR7, or DDR5 to...
