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S
I tend to believe that CPO guys like LightMatter and Ayar Labs will provide better solutions - they seem to have figured out how to deal...
Jan 31, 2026
P
Look at multimode fibre – another creature of marketing driven tech companies. They calculated that there must be a niche in the market...
Jan 31, 2026
P
I have many anecdotes that huge number of "AI servers" are just collecting dust, and heating air in the datacentres, with no one ever...
Jan 31, 2026
P
The need to find something to occupy the older, but still very expensive per-wafer nodes was the reason they pushed for multi-die...
Jan 31, 2026
L
I don't think what TSMC is doing is quite equivalent to Intel's 14++++ execution. Each + for Intel 14nm actually decreased transistor...
Jan 31, 2026
Here a graph generated by Gemini of the node lifetime cycles, where each node is normalized to the peak of their relative contribution...
Jan 31, 2026
M
Yes, you’re right. Thank you. The Investment Tax Credit was increased from 25% to 35% by the One Big Beautiful Bill Act. But this also...
Jan 31, 2026
M
This is another mistake made by Google Gemini. It fabricated a claim that, in mid‑2025, Congress passed the BASIC Act (Building Advanced...
Jan 31, 2026
M
"At the same time TSMC can not complain: they got Chips-act money, cheap loan, 35% tax break and loan guarantees by the Taiwan...
Jan 31, 2026
M
The “NOT TSMC” market is shrinking or even disappearing day by day, partly thanks to Trump.
When Trump forced TSMC to commit $250...
Jan 31, 2026
M
It is so easy these days to have AI make some historic financial overview of business performances. Below is a table generated by...
Jan 31, 2026
S
I don't think what TSMC is doing is quite equivalent to Intel's 14++++ execution. Each + for Intel 14nm actually decreased transistor...
Jan 31, 2026
S
I think there is more in this case
+++++++ is Intel Style
But all of those "+" is what is TSMC is doing
N5 > N5++ > N5+++ > N5++++ >...
Jan 31, 2026
S
can we please at least not post clickbait headline?
Jan 31, 2026
I don't think what TSMC is doing is quite equivalent to Intel's 14++++ execution. Each + for Intel 14nm actually decreased transistor...
Jan 31, 2026
Like.
I tend to believe that CPO guys like LightMatter and Ayar Labs will provide better solutions - they seem to have figured out how to deal...
user nl replied to the thread Running a foundry of Cash Cows and Little Fish: TSMC and the role of chiplets.Here a graph generated by Gemini of the node lifetime cycles, where each node is normalized to the peak of their relative contribution...
Xebec replied to the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030.I don't think what TSMC is doing is quite equivalent to Intel's 14++++ execution. Each + for Intel 14nm actually decreased transistor...