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Latest activity

What's new Featured content New posts Latest activity

kvas reacted to Daniel Nenni's post in the thread Google’s 400,000-Chip Monster Tensor Processing Unit Just Destroyed NVIDIA's Future! with Like.

True but Google deals directly with TSMC, uses the PDKs, etc... Google does other chips besides the TPU. Google used Avago at first to...

Feb 2, 2026
kvas reacted to Daniel Nenni's post in the thread Google’s 400,000-Chip Monster Tensor Processing Unit Just Destroyed NVIDIA's Future! with Like.

True. Google will make so much more money selling cloud space than chips. I wonder how many people are asking Google about chip sales...

Feb 1, 2026
kvas reacted to blueone's post in the thread Google’s 400,000-Chip Monster Tensor Processing Unit Just Destroyed NVIDIA's Future! with Like.

The BS about Google and selling their TPUs in the press has reached a new pinnacle of stupidity. All of the external TPU deals are...

Feb 1, 2026
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yanfeng reacted to hist78's post in the thread Running a foundry of Cash Cows and Little Fish: TSMC and the role of chiplets with Like.

TSMC does move equipment (or space) from mature nodes to advanced packaging. However, they do not move leading edge node equipment into...

Feb 1, 2026
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VCT replied to the thread WSJ: The $100 Billion Megadeal Between OpenAI and Nvidia Is on Ice.

Jensen just denied this rumour.

Feb 1, 2026
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VCT reacted to user nl's post in the thread Running a foundry of Cash Cows and Little Fish: TSMC and the role of chiplets with Like.

During the last year many discussions on this SemiWiki website centered on the reasons why Intel started struggling versus the success...

Feb 1, 2026
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siliconbruh999 reacted to Xebec's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with Like.

I'm (honestly) happy to be corrected; I had read that density decreased from 14+ to 14++ (KBL to CFL), and I thought they made a...

Feb 1, 2026
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Maximus reacted to Xebec's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with Like.

I'm (honestly) happy to be corrected; I had read that density decreased from 14+ to 14++ (KBL to CFL), and I thought they made a...

Feb 1, 2026
M

Maximus reacted to Xebec's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with Like.

I don't think what TSMC is doing is quite equivalent to Intel's 14++++ execution. Each + for Intel 14nm actually decreased transistor...

Feb 1, 2026
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Maximus reacted to IanD's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with Like.

That's the reality nowadays -- basic pitches that set cell size (M0 and CPP) are almost identical for N3/N2/A16/A14, the gate density...

Feb 1, 2026
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Maximus reacted to siliconbruh999's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with Haha.

are the number of plus in 14nm correct? I thought there were only 5 plus

Feb 1, 2026
Daniel Nenni posted the thread SpaceX wants to put 1 million solar-powered data centers into orbit in SemiWiki Main Forum ( Ask the Experts! ).

The company claims it’s a cheaper and more environmentally-friendly alternative to land-based centers. SpaceX has filed a request...
Feb 1, 2026
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Maximus reacted to Xebec's post in the thread Running a foundry of Cash Cows and Little Fish: TSMC and the role of chiplets with Like.

Based on products selling today -- the answer seems to be 'generally yes', but not always. AMD's leading edge CPU chiplet products on...

Feb 1, 2026
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Maximus reacted to hist78's post in the thread Running a foundry of Cash Cows and Little Fish: TSMC and the role of chiplets with Like.

TSMC’s 5‑year depreciation schedule for fab equipment is neither aggressive nor unusual. It’s standard industrial practice and aligns...

Feb 1, 2026
hist78 replied to the thread Running a foundry of Cash Cows and Little Fish: TSMC and the role of chiplets.

TSMC does move equipment (or space) from mature nodes to advanced packaging. However, they do not move leading edge node equipment into...
Feb 1, 2026

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