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M
Dan puts this well. No one is really saying "I will look at TSMC and Rapidus in parallel to see who wins". If you are "not TSMC"...
Feb 5, 2026
They do indirectly, that's what heatpipes to a remote HSF do. Most laptops nowadays are also low-power "thin'n'light" so most of the...
Feb 5, 2026
Laptops nowadays are usually cooled with heat pipes to take the heat away to a larger remote heatsink/fan -- and bear in mind that most...
Feb 5, 2026
TSMC’s expanding footprint in the United States is frequently described as a reaction to tariffs or geopolitical pressure from...
Feb 5, 2026
TSMC’s expanding footprint in the United States is frequently described as a reaction to tariffs or geopolitical pressure from...
Feb 5, 2026
TSMC’s expanding footprint in the United States is frequently described as a reaction to tariffs or geopolitical pressure from...
Feb 5, 2026
Agreed, it would have to be a joint venture like last time. TSMC, along with European partners Robert Bosch GmbH, Infineon Technologies...
Feb 5, 2026
K
TSMC’s expanding footprint in the United States is frequently described as a reaction to tariffs or geopolitical pressure from...
Feb 5, 2026
We will see. I'm not sure if Europe / Germany has presently the funding to support a 20-30 B$ investment by TSMC for a 3nm plant...
Feb 5, 2026
K
Gemini answers with an official apology:
It looks like I've officially joined the ranks of AI hallucinations caught in the wild by the...
Feb 5, 2026
K
I'm talking here about the case where the "product" bought by the customer is the chip, which is most foundry ASIC business, and where...
Feb 5, 2026
K
Because it’s an almost six‑hour conference video, I used Google NotebookLM to create the following briefing report:
Cisco AI Summit...
Feb 5, 2026
K
In spite of the labels, for real applications isn't Intel 14A (with BSPD) really competing against TSMC A16 (N2P+SPR, maybe a year...
Feb 5, 2026
"Japan is also heavily subsidizing homegrown foundry venture Rapidus, which will produce cutting-edge chips on the northern island of...
Feb 5, 2026
I agree. TSMC N3 is the last of FinFETs and will most definitely be manufactured in Japan, USA, Japan, and maybe even India. You never...
Feb 5, 2026
hist78 reacted to IanD's post in the thread Intel’s 18A rumors meet a thermal brick wall says SemiWiki with
Like.
They do indirectly, that's what heatpipes to a remote HSF do. Most laptops nowadays are also low-power "thin'n'light" so most of the...
Daniel Nenni reacted to karin623's post in the thread More Than Tariffs: The Political Economy Behind TSMC’s U.S. Expansion with
user nl reacted to karin623's post in the thread More Than Tariffs: The Political Economy Behind TSMC’s U.S. Expansion with
Haha.
Gemini answers with an official apology: It looks like I've officially joined the ranks of AI hallucinations caught in the wild by the...