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Samsung SF2
. yield for Samsung Exynos 2600, still <50%
. yield for MicroBT bitcoin chip (without SRAM?), from ~20% in 2025H2 to ~60% in...
Mar 24, 2026
N
Samsung SF2
. yield for Samsung Exynos 2600, still <50%
. yield for MicroBT bitcoin chip (without SRAM?), from ~20% in 2025H2 to ~60% in...
Mar 24, 2026
As some of you know I grew up an Intel fan early on in my Semiconductor life. My first PC was an IBM PC XT and my fandom grew from...
Mar 24, 2026
ChatGPT 500 Word Summary:
Visionary Leadership and the Engineering of the AI Future
The rapid advancement of artificial intelligence...
Mar 24, 2026
The key understatement from that article: "Terafab will probably not succeed on exactly the schedule first announced."
Mar 24, 2026
My question is even more basic. Even if you have a process flow and the tools to run the wafers, where do you find the employees to run...
Mar 24, 2026
Yesterday, Elon Musk posted on X: “Quantity has a quality all its own. TERAFAB.” Within minutes, the internet fractured into its usual...
Mar 24, 2026
It is beginning to look more like a negotiation move, a head fake. I'm sure there is a method to Elon's madness but it seems to be above...
Mar 24, 2026
Today a couple of interesting posts by Trendforce on the AI buildout supplyline issues. Detailed links e.g. to the SK Hynix EUV orders...
Mar 24, 2026
kvas reacted to
VCT's post in the thread
Terafab 21 March 2026 with
Like .
"Never bet against Elon Musk!" ...but
If Terafab fails, Optimus gets no chips, and Space AI data centers get no chips.
If Optimus...
Mar 24, 2026
kvas reacted to
DanX's post in the thread
Terafab 21 March 2026 with
Like .
I am not sure Musk's play here.
But I am very sure he is very dissatisfied with TSMC's pricing and control. If he wanted 50% of TSMC's...
Mar 24, 2026
I'm not a Tesla owner so your opinion is much more qualified than mine. The point I was making is that Elon Musk made the FSD promise...
Mar 24, 2026
kvas reacted to
Jert's post in the thread
Terafab 21 March 2026 with
Like .
1. Completely agrees on the first point. As a shareholder, I'm worried he's gonna burn all that cash for nothing. Creating another...
Mar 24, 2026
Here is the disconnect: Elon said that the foundries were not comfortable with committing to the output that he requires. Current chip...
Mar 24, 2026
The key understatement from that article: "Terafab will probably not succeed on exactly the schedule first announced."
Mar 24, 2026
user nl reacted to NY_Sam2's post in the thread Samsung SF2 yields, <50% Exynos 2600, ~60% bitcoin with
Like.
Samsung SF2 . yield for Samsung Exynos 2600, still <50% . yield for MicroBT bitcoin chip (without SRAM?), from ~20% in 2025H2 to ~60% in...
Daniel Nenni replied to the thread Terafab 21 March 2026.As some of you know I grew up an Intel fan early on in my Semiconductor life. My first PC was an IBM PC XT and my fandom grew from...
kvas reacted to Daniel Nenni's post in the thread Lex Fridman - a 2.5 hour conversation with Jensen Huang, Nvidia with
