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L
N+2 is 93 mtr.
It has 63nm gate pitch and 252nm cell height which revealed by Techinsight.
118 mtr mean ~27% density improve, very huge.
Dec 12, 2025
L
Ok, I guess 118mtr 😆
Maybe gate pitch 57, cell height 220?
Dec 12, 2025
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?
Dec 12, 2025
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...
Dec 12, 2025
Nvidia is allegedly testing software that can track the location of its AI chips as reports of its chips being smuggled into China are...
Dec 12, 2025
Taipei, Dec 12, 2025 — Taiwan has officially launched a major new cloud computing and AI hub powered by Nvidia high-performance chips...
Dec 12, 2025
How easy is it for Samsung, SK Hynix, Micron, etc. to switch production between memory types -- examples: DDR5 to GDDR7, or DDR5 to...
Dec 12, 2025
S
Yes I see that. Anyway I had to delete this comment because the number I knew from TSMC was wrong.
Dec 12, 2025
F
I'm just going after the "significantly less scaled" than Samsung "5nm" part.
Dec 12, 2025
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...
Dec 12, 2025
C
Global VC funding was $120b last quarter. That money is increasingly being concentrated in a handful of names. OpenAI has not...
Dec 12, 2025
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...
Dec 12, 2025
L
I think the above is probably the most useful, insightful comment in this list.
And then...
Dec 12, 2025
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...
Dec 12, 2025
A
What an odd article. First it implies that the defense industry has become smaller and consolidated, which I think is a factor, but...
Dec 12, 2025