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Interesting TSMC's wafer ASP increases were far below inflation for about 15 years. If anything the large increase in ASPs since just...
Jan 10, 2026
Again, we see another article from China pushing propaganda. TSMC is a Taiwan-based company with absolutely no connection to China. Keep...
Jan 10, 2026
TSMC's 2nm chips are officially launched.
On December 29, 2022, TSMC announced the mass production of its 3nm wafer foundry process.
In...
Jan 10, 2026
E
Again, we see another article from China pushing propaganda. TSMC is a Taiwan-based company with absolutely no connection to China. Keep...
Jan 10, 2026
W
Again, we see another article from China pushing propaganda. TSMC is a Taiwan-based company with absolutely no connection to China. Keep...
Jan 10, 2026
B
When you play the political game, you have these meetings to discuss
1) What does trump want from Intel: Committment to America First...
Jan 10, 2026
B
Yup, data center disaggregated inference can benefit tremendously from new tiering of fast, high-capacity shared KV cache storage...
Jan 10, 2026
F
Yup, data center disaggregated inference can benefit tremendously from new tiering of fast, high-capacity shared KV cache storage...
Jan 9, 2026
K
Yup, data center disaggregated inference can benefit tremendously from new tiering of fast, high-capacity shared KV cache storage...
Jan 9, 2026
S
Don't know, we only use HD libraries -- HP libraries are faster but also less efficient (partly because density is lower so interconnect...
Jan 9, 2026
S
When you play the political game, you have these meetings to discuss
1) What does trump want from Intel: Committment to America First...
Jan 9, 2026
S
I'm wondering what Trump and Lip-Bu Tan were hoping to achieve through this meeting. A policy change? A mega merger or buyout to save...
Jan 9, 2026
K
It looks like the context is AI SSDs...
Jan 9, 2026
F
It looks like the context is AI SSDs...
Jan 9, 2026
Impose semiconductor tariffs. PG reiterated this point, which I tend to agree with.
Jan 9, 2026