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Nvidia’s Go-To Chipmaker TSMC Sees Revenue Top Estimates
(Bloomberg) -- Taiwan Semiconductor Manufacturing Co.’s revenue topped...
Jan 9, 2026
From what we've seen the wafer cost increase with N2 is bigger than the die area saving compared to N3, so for the same function an N2...
Jan 9, 2026
S
No, only TSMC -- my comments are based on actual designs not speculation, and we don't use Intel or Samsung... :-)
Jan 9, 2026
I
No, only TSMC -- my comments are based on actual designs not speculation, and we don't use Intel or Samsung... :-)
Jan 9, 2026
S
Do you have any Idea with regards to18A or SF2 vs how they stack vs N2
Jan 9, 2026
I see professional AI/ML programs going to a subscription service like many other business models. This will happen at a n ever...
Jan 9, 2026
I think the bigest shocks should be in education where AI definitely be a co-teacher
Jan 9, 2026
A
I see professional AI/ML programs going to a subscription service like many other business models. This will happen at a n ever...
Jan 9, 2026
A
I think the bigest shocks should be in education where AI definitely be a co-teacher
Jan 9, 2026
A
Agreed but that is why you have specialized LLMs. My wife is a banker and they are using localized AI in practice and it is a huge time...
Jan 9, 2026
I
From what we've seen the wafer cost increase with N2 is bigger than the die area saving compared to N3, so for the same function an N2...
Jan 9, 2026
The 10X stock price runup in 7.5 years is excellent. Historical stock market trends would suggest only 2X over that time. In 2018...
Jan 9, 2026
CC Wei is one of the smartest business men you will meet in the semiconductor industry, absolutely. TSMC N3 is a great example. TSMC is...
Jan 9, 2026
A single remark from Jensen Huang was enough to jolt the global storage market. During his CES keynote, the Nvidia CEO described a new...
Jan 9, 2026
I'm assuming for at least the next 7-10 years it's "curiositiy":
- There are prototypes in the lab, but no hints of anyone being able...
Jan 9, 2026
Daniel Nenni replied to the thread TSMC December 2025 Revenue Report.Nvidia’s Go-To Chipmaker TSMC Sees Revenue Top Estimates (Bloomberg) -- Taiwan Semiconductor Manufacturing Co.’s revenue topped...
Like.
From what we've seen the wafer cost increase with N2 is bigger than the die area saving compared to N3, so for the same function an N2...
Xebec replied to the thread TSMC's new 3nm project reportedly halted; industry insiders reveal underlying reasons and strategic considerations.The 10X stock price runup in 7.5 years is excellent. Historical stock market trends would suggest only 2X over that time. In 2018...