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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 5, 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 5, 2026
S
Which just shows how little you understand about process technology -- meaning DTCO and layout and transistor access, as well as the raw...
Feb 5, 2026
D
PS- This answer is just a reflection of unfortunate reality! not in any way political.
Feb 5, 2026
D
It is also possible these laptop CPUs are clocked lower to mitigate some of these thermal issues and they also operate at much lower...
Feb 5, 2026
It seems Wall Street is somewhat concerned about these huge capex investments for the large hyperscalers and wonders about the ROIC for...
Feb 5, 2026
K
Far more revenue than Groq and much farther along in data center build-out. Groq "sold" for $20B so that deal helped price this round...
Feb 5, 2026
I cannot imagine CC Wei or one of his successors will ever build another fab outside the Dresden area, this area is clearly becoming the...
Feb 5, 2026
Why pursue the NOT TSMC market? If I was a semiconductor CEO I would be concerned with:
Wafer Pricing. The foundry business thrived on...
Feb 5, 2026
M
"relative capex" is not the big news IMO. Google is ADDING 100B in new spending over the next year.... we did not see this coming in...
Feb 5, 2026
I cannot imagine CC Wei or one of his successors will ever build another fab outside the Dresden area, this area is clearly becoming the...
Feb 5, 2026
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
Like.
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...
user nl replied to the thread Google passes TSMC relative capex in 2026.It seems Wall Street is somewhat concerned about these huge capex investments for the large hyperscalers and wonders about the ROIC for...
Daniel Nenni reacted to user nl's post in the thread TSMC CEO flags 3-nanometre chip production in Japan, investment reported at $17 billion with
hist78 reacted to IanD's post in the thread Intel’s 18A rumors meet a thermal brick wall says SemiWiki with