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K
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 10, 2026
K
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 10, 2026
Shockingly, TSMC N2 has more tape-outs today than N3 did at this point. TSMC N3 was the only option at 3nm so that was a LOT of...
Jan 10, 2026
S
i meant the info in the translation version
Jan 10, 2026
J
The original table or the translation?
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
The AMD part is false with respect to Samsung it may get Qualcomm and for 18A is also DC plus AMZN/MSFT
Jan 10, 2026
S
The AMD part is false with respect to Samsung it may get Qualcomm and for 18A is also DC plus AMZN/MSFT
Jan 10, 2026
J
I uploaded the image file into Gemini (prompt was "translate this") and took a screenshot of the results to post here. The final Chinese...
Jan 10, 2026
Yup, data center disaggregated inference can benefit tremendously from new tiering of fast, high-capacity shared KV cache storage...
Jan 10, 2026
It looks like the context is AI SSDs...
Jan 10, 2026
Great report.
I really do not understand why Micron does not have grander expansion plans. Are they not as competitive as Samsung and...
Jan 10, 2026
S
Yeah they already own enough though all leading edge foundry are nationalized.
Jan 10, 2026
B
Begging for the admin to lean on American companies to use Foundry?
Or maybe it’s just another round of equity? I really don’t like the...
Jan 10, 2026
B
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
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...
Daniel Nenni replied to the thread TSMC's 2nm chips: The results are out..Shockingly, TSMC N2 has more tape-outs today than N3 did at this point. TSMC N3 was the only option at 3nm so that was a LOT of...
Again, we see another article from China pushing propaganda. TSMC is a Taiwan-based company with absolutely no connection to China. Keep...
Xebec reacted to siliconbruh999's post in the thread TSMC's 2nm chips: The results are out. with