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Latest activity

What's new Featured content New posts Latest activity

Daniel Nenni reacted to VCT's post in the thread WSJ: The $100 Billion Megadeal Between OpenAI and Nvidia Is on Ice with Like.

Jensen just denied this rumour.

Feb 2, 2026
Daniel Nenni posted the thread ‘People’s dad’ Jensen Huang praises, pushes Nvidia suppliers on mobbed Taiwan visit in SemiWiki Main Forum ( Ask the Experts! ).

Nvidia CEO Jensen Huang interacts with supporters before a dinner he host with Taiwan tech CEOs in Taipei on Jan. 31. (Reuters)...

Feb 2, 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 Google TPUs are domain-specific to machine learning / AI, and are not general purpose processors. While TPUs contain dedicated...

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

There is no “there” there for chip sales. TPUs and even NVIDIA AI chips are useless in the data center without the massive...

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 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
V

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

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