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A
I see AI/ML taking over not only chip design, but the design of almost everything. At the very least I see AI/ML taking over many tasks...
Jan 11, 2026
S
We have a model with scenarios for the cost of Panther Lake ... and depending on yield scenario, 18A is dominant in the cost (reminder...
Jan 11, 2026
F
AI has created the DRAM shortage which the big suppliers happily exploit...
Jan 11, 2026
S
I hope this get through cause memory makers are screwing us up
Jan 11, 2026
B
Is there a shortage if you are prepared to pay?
Jan 11, 2026
F
HP Is Reportedly Left With Limited Choices but to Turn to Chinese Memory Suppliers Like CXMT to Combat DRAM Shortages
One of the...
Jan 11, 2026
B
I do not see Lip-Bu begging for anything.
The U.S. government converted CHIPS Act grant funds and the Secure Enclave award into an...
Jan 10, 2026
J
The translation seems accurate and aligns with the news reported by TrendForce.
Samsung Reportedly Nears 2nm Foundry Deal With AMD...
Jan 10, 2026
P
Cost is obscene. Impractical for all but the most demanding applications. Even a few years from now, best case scenario is several times...
Jan 10, 2026
M
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
S
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
From the article: "
TSMC said that the next - generation process A14 will adopt the second - generation GAAFET technology and the...
Jan 10, 2026
W
No, only TSMC -- my comments are based on actual designs not speculation, and we don't use Intel or Samsung... :-)
Jan 10, 2026
W
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
W
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