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TSMC N3 will be a node for the ages, absolutely. I don't see how TSMC could not grow revenue another 30-40% this year, absolutely.
Jan 6, 2026
I wont get into the details on airflow designs. but he is kinda correct. today Wafers are not often exposed to the bay environment. Even...
Jan 6, 2026
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...
Jan 6, 2026
X
I only verified the ownership through Gemini and was not aware of the terms of Mobileye’s recent acquisition. Hence, I used a question...
Jan 6, 2026
I wont get into the details on airflow designs. but he is kinda correct. today Wafers are not often exposed to the bay environment. Even...
Jan 6, 2026
M
I wont get into the details on airflow designs. but he is kinda correct. today Wafers are not often exposed to the bay environment. Even...
Jan 6, 2026
That is possible and we can never know specifics of those kind of challenges. However. If the decision was based on loadings and Arrow...
Jan 6, 2026
M
That is possible and we can never know specifics of those kind of challenges. However. If the decision was based on loadings and Arrow...
Jan 6, 2026
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...
Jan 6, 2026
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...
Jan 6, 2026
Also Wildcat Lake
Jan 6, 2026
Nvidia Corp chief executive officer Jensen Huang (黃仁勳) on Monday introduced the company’s latest supercomputer platform, featuring six...
Jan 6, 2026
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...
Jan 6, 2026
Daniel Nenni replied to the thread Nvidia introduces new AI platform featuring six chips made by TSMC.TSMC N3 will be a node for the ages, absolutely. I don't see how TSMC could not grow revenue another 30-40% this year, absolutely.
Like.
I wont get into the details on airflow designs. but he is kinda correct. today Wafers are not often exposed to the bay environment. Even...
Haha.
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...
Xebec reacted to MKWVentures's post in the thread Musk: "They're getting clean rooms wrong in these modern (chip) fabs" with