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S
Ethernet has been like Moore's law, claimed to be dying every year, yet still being pushed forward. Wonder what's the % of deployment in...
Feb 10, 2026
S
I suspect the future success of merchant datacenter network switch ASICs based on Ethernet, like this example, will be in decline, just...
Feb 10, 2026
https://focustaiwan.tw/business/202602100029
Taipei, Feb. 10 (CNA) Taiwan Semiconductor Manufacturing Co's (TSMC) board of directors on...
Feb 10, 2026
https://focustaiwan.tw/business/202602100029
Taipei, Feb. 10 (CNA) Taiwan Semiconductor Manufacturing Co's (TSMC) board of directors on...
Feb 10, 2026
Designed by Cisco in partnership with TSMC on the N3 process. Winning!
Feb 10, 2026
The Cisco Silicon One G300 was announced at Cisco Live EMEA and headlined a bevy of product announcements. Silicon One G300 powers...
Feb 10, 2026
TSMC management gave a very confident 30% annual revenue growth rate till 2029 in their last reporting in Jan 2026. If one assumes they...
Feb 10, 2026
TSMC management gave a very confident 30% annual revenue growth rate till 2029 in their last reporting in Jan 2026. If one assumes they...
Feb 10, 2026
True and I do not see anything stopping TSMC. They own 3nm and 2nm will be the same. Another 5 years of prosperity, absolutely.
Feb 10, 2026
This is why everything comes down to launch cost per kg. The additional few percentage points in capacity factor doesn't swing the...
Feb 10, 2026
HSINCHU, Taiwan, R.O.C. – Feb. 10, 2026 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for January 2026: On a...
Feb 10, 2026
Samsung is hiring for the Taylor fab now. Many entry level. The door is open, with or without fab experience. Fabs involve a lot of...
Feb 10, 2026
D
Speaking as someone who has actually done thermal analysis comparison of FSPD vs. BSPD in real high-performance chips vs. high-school...
Feb 10, 2026
B
Samsung is hiring for the Taylor fab now. Many entry level. The door is open, with or without fab experience. Fabs involve a lot of...
Feb 10, 2026
B
Any port in the storm. My impression is CXMT should be successful, they paid their dues. So artificially limiting them with tarriffs...
Feb 10, 2026
Like.
I suspect the future success of merchant datacenter network switch ASICs based on Ethernet, like this example, will be in decline, just...
Daniel Nenni reacted to user nl's post in the thread TSMC Revenue Jumps 37% in January While AI Spending Marches On with
user nl replied to the thread TSMC Revenue Jumps 37% in January While AI Spending Marches On.https://focustaiwan.tw/business/202602100029 Taipei, Feb. 10 (CNA) Taiwan Semiconductor Manufacturing Co's (TSMC) board of directors on...
Xebec reacted to peter's post in the thread SpaceX wants to put 1 million solar-powered data centers into orbit with
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