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I thought this forum might "appreciate":
"“I think they’re getting clean rooms wrong in these modern (chip) fabs. I’m going to make a...
Tuesday at 1:22 PM
I think you're right from a technical perspective, but I also suspect cost and capacity could play a major role in the decision here...
Tuesday at 1:19 PM
Also Wildcat Lake
Tuesday at 1:16 PM
Nvidia Corp chief executive officer Jensen Huang (黃仁勳) on Monday introduced the company’s latest supercomputer platform, featuring six...
Tuesday at 1:04 PM
M
I plugged in your Wildcat lake numbers to my cost model. Still playing with the specifics but the cost estimate is ~50% of lowest...
Tuesday at 12:50 PM
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...
Tuesday at 12:45 PM
@MKWVentures here is the wild cat lake die size it's 74mm2 18A + N6 PCH
Tuesday at 12:45 PM
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...
Tuesday at 12:45 PM
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...
Tuesday at 12:29 PM
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...
Tuesday at 11:35 AM
M
@XtorTourist
Good input. So since this came up, when does TSMC revenue get recognized? I assume when product is shipped outside the...
Tuesday at 11:16 AM
S
@MKWVentures here is the wild cat lake die size it's 74mm2 18A + N6 PCH
Tuesday at 10:25 AM
If that's the case, we should see TSMC N2's revenue one to two quarters before Q3 2026.
Tuesday at 10:16 AM
AMD is expected to start booking OpenAI-related revenue for MI455 servers in Q3.
Tuesday at 10:14 AM
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...
Tuesday at 10:05 AM
Xebec posted the thread Musk: "They're getting clean rooms wrong in these modern (chip) fabs" in SemiWiki Main Forum ( Ask the Experts! ).I thought this forum might "appreciate": "“I think they’re getting clean rooms wrong in these modern (chip) fabs. I’m going to make a...
Like.
Also Wildcat Lake
Daniel Nenni posted the thread Nvidia introduces new AI platform featuring six chips made by TSMC in SemiWiki Main Forum ( Ask the Experts! ).Nvidia Corp chief executive officer Jensen Huang (黃仁勳) on Monday introduced the company’s latest supercomputer platform, featuring six...
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.