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S
I don't fancy your chances unless Intel can recruit Dr. Who... ;)
Jan 29, 2026
It seems NVIDIA's CEO likes the Taiwan-US trade deal very much and praises TSMC as being very important in that deal.
He just arrived...
Jan 29, 2026
M
BPSD is not packaging, it is wafer processing.... if you want to say Intel knows how to package it,... fair enough. But <1% of worlds...
Jan 29, 2026
I
I don't fancy your chances unless Intel can recruit Dr. Who... ;)
Jan 29, 2026
S
Yeah I meant PPA
Jan 29, 2026
A
I guess we will have to agree to disagree. Time will tell us who has the better crystal ball. :)
Jan 29, 2026
K
Over the past year, most discussions around AI infrastructure have focused on GPUs, advanced packaging, and semiconductor supply chains...
Jan 29, 2026
F
The other problem is Samsung selling leading edge wafers so cheaply. Being as good as TSMC and as cheap as Samsung is a rock and a hard...
Jan 29, 2026
C
I don't know where you get 18A being a competitor to N2 from -- 18A competes with N3, 14A competes with A16 which is the BSPD version of...
Jan 29, 2026
I
What difference do you mean -- cost, power, speed, density? Rate of improvement in all these per mode is getting slower and slower...
Jan 29, 2026
S
isn't the difference between A16 and A14 in single digits even from TSMC's slides
Jan 29, 2026
S
I don't know where you get 18A being a competitor to N2 from -- 18A competes with N3, 14A competes with A16 which is the BSPD version of...
Jan 29, 2026
It seems NVIDIA's CEO likes the Taiwan-US trade deal very much and praises TSMC as being very important in that deal.
He just arrived...
Jan 29, 2026
F
from the horse's mouth "We are still in the beginning phases of AI diffusion and its broad GDP impact, and already we’ve built an AI...
Jan 29, 2026
S
from the horse's mouth "We are still in the beginning phases of AI diffusion and its broad GDP impact, and already we’ve built an AI...
Jan 29, 2026
Haha.
I don't fancy your chances unless Intel can recruit Dr. Who... ;)
hist78 reacted to user nl's post in the thread Pumping the oil of the 21st century: TSMC versus INTEL with
Like.
It seems NVIDIA's CEO likes the Taiwan-US trade deal very much and praises TSMC as being very important in that deal. He just arrived...
user nl replied to the thread Pumping the oil of the 21st century: TSMC versus INTEL.It seems NVIDIA's CEO likes the Taiwan-US trade deal very much and praises TSMC as being very important in that deal. He just arrived...