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S
I suspect that quantum computing will blow the current state of the art semiconductor technology and optical computing out of the water...
Dec 12, 2025
S
They all use the same fab process although HBM add TSVs - basically do a new design and run it through the fab. There is no downtime...
Dec 12, 2025
S
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
D
Based on past experience, low power consumption will one day become a core technological competitiveness
Dec 12, 2025
J
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
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
Great response -- and very interesting re: materials. That sounds like a supply chain weakspot, at least when you did the analysis...
Dec 12, 2025
They all use the same fab process although HBM add TSVs - basically do a new design and run it through the fab. There is no downtime...
Dec 12, 2025
They mostly do their own chips.
In my example systems companies are like Apple, Tesla, Google, etc.... Fabless Systems Companies where...
Dec 12, 2025
M
So do google and amazon make their own chips. Or do they give Inputs to Broadcom who tapeout their chips to TSMC? Historically when I...
Dec 12, 2025
Taiwan Semiconductor Manufacturing Co. CNA file photo
Washington, Dec. 11 (CNA) U.S. Commerce Secretary Howard Lutnick said Thursday he...
Dec 12, 2025
Good question.
Personally I think system companies will continue to make their own silicon. It really is a competitive advantage if you...
Dec 12, 2025
S
They all use the same fab process although HBM add TSVs - basically do a new design and run it through the fab. There is no downtime...
Dec 12, 2025
K
"Black" Projects often have "unknown" funding sources. There's no way we'll ever get accountability there, unfortunately.
Dec 12, 2025
A
Any thoughts on what the next advance will win the race and what companies stand the best chance of winning the race?
Dec 12, 2025
Like.
They all use the same fab process although HBM add TSVs - basically do a new design and run it through the fab. There is no downtime...
Daniel Nenni reacted to MKWVentures's post in the thread How "fungible" are memory maker fabs for switching between memory types? with