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N3E is better suited for iGPU is both denser and more performant than Intel 3 has better PPA overall
i knew about 1 as for Yields don't...
Jan 6, 2026
@MKWVentures here is the wild cat lake die size it's 74mm2 18A + N6 PCH
Jan 6, 2026
Its just end of year and it is LBTs first chance to make major financial changes. I dont know what they will announce. There are some...
Jan 6, 2026
K
Its just end of year and it is LBTs first chance to make major financial changes. I dont know what they will announce. There are some...
Jan 6, 2026
M
Its just end of year and it is LBTs first chance to make major financial changes. I dont know what they will announce. There are some...
Jan 6, 2026
M
@XtorTourist
Good input. So since this came up, when does TSMC revenue get recognized? I assume when product is shipped outside the...
Jan 6, 2026
S
@MKWVentures here is the wild cat lake die size it's 74mm2 18A + N6 PCH
Jan 6, 2026
If that's the case, we should see TSMC N2's revenue one to two quarters before Q3 2026.
Jan 6, 2026
AMD is expected to start booking OpenAI-related revenue for MI455 servers in Q3.
Jan 6, 2026
I have a model for the goal and I have a model for how things are actually going on outs per tool and total volume in Oregon and in...
Jan 6, 2026
S
N3E is better suited for iGPU is both denser and more performant than Intel 3 has better PPA overall
i knew about 1 as for Yields don't...
Jan 6, 2026
S
Legitimately curious as to what you base this statement on. I seem to recall Zinsner indicating they still had some work to do on cost...
Jan 6, 2026
K
Both NVIDIA and AMD had some pretty dramatic "launches" on the hardware side at CES as well. In my mind, the most significant are the...
Jan 6, 2026
M
I have a model for the goal and I have a model for how things are actually going on outs per tool and total volume in Oregon and in...
Jan 6, 2026
A
Legitimately curious as to what you base this statement on. I seem to recall Zinsner indicating they still had some work to do on cost...
Jan 6, 2026
Daniel Nenni reacted to siliconbruh999's post in the thread CES 2026: Intel Core Ultra Series 3 Debuts as First Built on Intel 18A with
Like.
N3E is better suited for iGPU is both denser and more performant than Intel 3 has better PPA overall i knew about 1 as for Yields don't...
hist78 replied to the thread TSMC Quietly Begins Volume Production of 2nm-Class Chips.If that's the case, we should see TSMC N2's revenue one to two quarters before Q3 2026.