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I
Is N2P one of the derivatives of N2 that actually has loosened design rules and is less dense than N2 for manufacturability reasons...
Mar 6, 2026
I
It's a N2 derivative yes but it's the same density as N2 just 4-5% better perf/watt
Mar 6, 2026
B
https://www.channelnewsasia.com/east-asia/china-two-sessions-economy-gdp-target-15th-five-year-plan-5969961
BEIJING: China set its 2026...
Mar 6, 2026
“An ASML EUV machine contains over 100,000 components sourced from 5,000 suppliers [while] ASML serves merely as the integrator,”...
Mar 6, 2026
K
The global space economy is entering a new phase. Falling launch costs, reusable rockets, and a surge of private investment are turning...
Mar 5, 2026
S
It's a N2 derivative yes but it's the same density as N2 just 4-5% better perf/watt
Mar 5, 2026
S
Is N2P one of the derivatives of N2 that actually has loosened design rules and is less dense than N2 for manufacturability reasons...
Mar 5, 2026
B
Is N2P one of the derivatives of N2 that actually has loosened design rules and is less dense than N2 for manufacturability reasons...
Mar 5, 2026
M
Exactly!
Side note: perhaps we should wait until Fab 52 is loaded to half of planned production capacity before we say 18A is ramped...
Mar 5, 2026
M
I'm gonna take this guy with a few grains of salt:
Mar 5, 2026
M
Hey, I resent that -- I'm not a backend guy, I'm a high-speed custom mixed-signal / technology guy... ;-)
(but I talk to both front-end...
Mar 5, 2026
F
As I mentioned on Linked In and was discussed here a feww weeks ago. The capacity constraint is Intel 7, Not 18A and not TSMC...
Mar 5, 2026
I
AI today can do lots of things that are useful and correct. Unfortunately it occasionally does things that are useless and wrong, and...
Mar 5, 2026
M
As I mentioned on Linked In and was discussed here a feww weeks ago. The capacity constraint is Intel 7, Not 18A and not TSMC...
Mar 5, 2026
I
Hey, I resent that -- I'm not a backend guy, I'm a high-speed custom mixed-signal / technology guy... ;-)
(but I talk to both front-end...
Mar 5, 2026