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Indeed, I'm sure TSMC's Fab 25 will be running many kwspm at 1.4 nm by the time Musk has his first EUV-tool installed in his Terafab...
Mar 23, 2026
I
$2.5M extra to get chips 10 days earlier, in one case I personally know of... :-(
Mar 23, 2026
R
I was a fan of Musk because what he pull off with SpaceX and a part of me still am a fan.
however, if you look at the history of what...
Mar 23, 2026
R
Much to my surprise, I'm told TSMC allows "hot lots", just like Intel fabs did/does for CPUs. I'm also told that needing one is so...
Mar 23, 2026
R
Here is the disconnect: Elon said that the foundries were not comfortable with committing to the output that he requires. Current chip...
Mar 23, 2026
"Semi-manufacturing doesn't forgive optimism—the physics and chemistry involved demand precision that makes rocket science look...
Mar 23, 2026
B
The gates for chips that operate in space are different. They need to be more robust. So the current industry trend toward making...
Mar 23, 2026
S
I was a fan of Musk because what he pull off with SpaceX and a part of me still am a fan.
however, if you look at the history of what...
Mar 23, 2026
S
Here is the disconnect: Elon said that the foundries were not comfortable with committing to the output that he requires. Current chip...
Mar 22, 2026
C
Here is the disconnect: Elon said that the foundries were not comfortable with committing to the output that he requires. Current chip...
Mar 22, 2026
S
I guess if TSMC give capacity to Intel, TSMC will give it to Tesla,
TSMC even accept Crypto current deal with upfront payment deal ...
Mar 22, 2026
F
- Currently, 95 percent of the world’s robot “brains” are manufactured by Taiwan Semiconductor Manufacturing Co (TSMC), TSMC chairman...
Mar 22, 2026
V
VCT replied to the thread
Terafab 21 March 2026 .
"Never bet against Elon Musk!" ...but
If Terafab fails, Optimus gets no chips, and Space AI data centers get no chips.
If Optimus...
Mar 22, 2026
F
https://www.digitimes.com/news/a20260322VL200/tsmc-robotics-silicon-chairman.html
........................................
In his...
Mar 22, 2026
F
Based on the video from March 21, 2026, Chairman C.C. Wei’s speech is approximately 20 minutes long.
In the live broadcast link you...
Mar 22, 2026
Indeed, I'm sure TSMC's Fab 25 will be running many kwspm at 1.4 nm by the time Musk has his first EUV-tool installed in his Terafab...
user nl replied to the thread Terafab 21 March 2026."Semi-manufacturing doesn't forgive optimism—the physics and chemistry involved demand precision that makes rocket science look...
Like.
https://www.digitimes.com/news/a20260322VL200/tsmc-robotics-silicon-chairman.html ........................................ In his...