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Which just shows how little you understand about process technology -- meaning DTCO and layout and transistor access, as well as the raw...
Feb 2, 2026
I do not doubt at all that TSMC is doing a lot of work to keep their nodes cost efficient and extremely productive. But they also...
Feb 2, 2026
TSMC does move equipment (or space) from mature nodes to advanced packaging. However, they do not move leading edge node equipment into...
Feb 2, 2026
The need to find something to occupy the older, but still very expensive per-wafer nodes was the reason they pushed for multi-die...
Feb 2, 2026
Here a graph generated by Gemini of the node lifetime cycles, where each node is normalized to the peak of their relative contribution...
Feb 2, 2026
S
agreed
oof
Intel doesn't have a horde of EUV Machines like TSMC has as for cost savings only time will tell
Feb 2, 2026
S
If you mean that TSMC can demand big margins for their bleeding-edge process because there's no competition, then that's true as their...
Feb 2, 2026
I
If you mean that TSMC can demand big margins for their bleeding-edge process because there's no competition, then that's true as their...
Feb 2, 2026
S
I think this has to do with competition as well there is no options for TSMC for fabless except for maybe Intel Products
Intel being a...
Feb 2, 2026
S
Process progress used to be very fast in the days of Dennard scaling when dimensions really did scale linearly with the headline node...
Feb 2, 2026
I was rereading the remarks of CFO at the Q4-2025 reporting and noticed:
"We have just guided our first quarter gross margin to...
Feb 2, 2026
I
Process progress used to be very fast in the days of Dennard scaling when dimensions really did scale linearly with the headline node...
Feb 2, 2026
I
Which just shows how little you understand about process technology -- meaning DTCO and layout and transistor access, as well as the raw...
Feb 2, 2026
TSMC does move equipment (or space) from mature nodes to advanced packaging. However, they do not move leading edge node equipment into...
Feb 2, 2026
I
I don't think what TSMC is doing is quite equivalent to Intel's 14++++ execution. Each + for Intel 14nm actually decreased transistor...
Feb 2, 2026
Xebec reacted to IanD's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with
Like.
Which just shows how little you understand about process technology -- meaning DTCO and layout and transistor access, as well as the raw...
user nl replied to the thread Running a foundry of Cash Cows and Little Fish: TSMC and the role of chiplets.I was rereading the remarks of CFO at the Q4-2025 reporting and noticed: "We have just guided our first quarter gross margin to...