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B
In my opinion, power affects every day people far more than wafer constraints or packaging constraints or architectural constraints, and...
Feb 24, 2026
B
I really despise using gigawatts as a measure of deployment.
Feb 24, 2026
B
The big deal is AMD potentially giving away even more of the company:
" As part of the agreement, to further align strategic interests...
Feb 24, 2026
M
Caution - just because Altman believes what he's saying, doesn't mean he isn't lying to himself. He is very good at marketing (look at...
Feb 24, 2026
J
https://semiengineering.com/backside-power-delivery-creates-fab-tool-thermal-dissipation-barriers/
Feb 24, 2026
S
Of course if you don't like this policy you always have a choice -- don't use TSMC... ;-)
Feb 24, 2026
S
the kind of policy has been in place, enforced by tsmc for years. imagine any other part of the industry does the same thing. You cannot...
Feb 24, 2026
S
Even if we were using (or even considering) Intel I wouldn't be allowed to see the PDK, since I have access to the TSMC N2 PDK -- and...
Feb 24, 2026
S
This is being led by their current Chief Architect Stephen Robinson
Feb 24, 2026
S
I think most people on this forum assume TSMC is a going concern past 2028. Perhaps these quotes will change your mind.
Feb 24, 2026
This is very true. Given TSMC owns the 3nm and 2nm nodes the next 5 years is going to be a busy time. Building fabs is the easy part...
Feb 24, 2026
the press has decided that power is the issue and buzzword for all compute. Next we will judge datacenters by social media followers.
Feb 24, 2026
The AI deals continue. I guess TSMC will have no trouble filling their new FABS till 2030 and beyond:
AMD and Meta Announce Expanded...
Feb 24, 2026
M
the press has decided that power is the issue and buzzword for all compute. Next we will judge datacenters by social media followers.
Feb 24, 2026
M
Of course if you don't like this policy you always have a choice -- don't use TSMC... ;-)
Feb 24, 2026
Like.
I really despise using gigawatts as a measure of deployment.
Haha.
Of course if you don't like this policy you always have a choice -- don't use TSMC... ;-)
Daniel Nenni replied to the thread AMD and Meta Announce Expanded Strategic Partnership to Deploy 6 Gigawatts of AMD GPUs.This is very true. Given TSMC owns the 3nm and 2nm nodes the next 5 years is going to be a busy time. Building fabs is the easy part...
hist78 reacted to user nl's post in the thread AMD and Meta Announce Expanded Strategic Partnership to Deploy 6 Gigawatts of AMD GPUs with