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https://tspasemiconductor.substack.com/p/ofc-2026-summary-how-silicon-photonics
OFC 2026: The Moment AI Infrastructure Moved Beyond the...
Yesterday at 6:07 AM
https://tspasemiconductor.substack.com/p/ofc-2026-summary-how-silicon-photonics
OFC 2026: The Moment AI Infrastructure Moved Beyond the...
Yesterday at 5:52 AM
L
So if the IPO is delayed for any reason, Softbank won't be able repay the loan?
Yesterday at 2:08 AM
Japan’s Rapidus is accelerating its push into advanced chipmaking. According to Nikkei XTech, CTO Kazunari Ishimaru said the company is...
Yesterday at 12:48 AM
https://www.digitimes.com/news/a20260330PD217/elon-musk-wafer-fab-ic-manufacturing.html?chid=12
Elon Musk recently announced the launch...
Yesterday at 12:31 AM
B
you need to treat Musk's words like you would to China's CCP. you need to see TeraFab in operation and produce real chip before you...
Sunday at 10:08 PM
S
I understand Pat has been a controversial figure. But like anyone, once you get a bit more personal (and Jodi does it as well as anyone...
Sunday at 9:51 PM
When I want accurate TSMC utilization numbers I go to the Korean media, absolutely. :ROFLMAO: :ROFLMAO::ROFLMAO::ROFLMAO:
The TSMC...
Sunday at 3:32 PM
D
I understand Pat has been a controversial figure. But like anyone, once you get a bit more personal (and Jodi does it as well as anyone...
Sunday at 3:29 PM
Samsung secures Tesla, NVIDIA orders as TSMC faces AI-driven demand surge with 72% market dominance
TSMC, the world’s largest foundry...
Sunday at 3:14 PM
K
Answering that question requires detailed knowledge that I don't have. Nvidia must have determined there is a significant advantage for...
Sunday at 3:08 PM
B
I love Maxinomics so much.
Sunday at 3:01 PM
S
I understand Pat has been a controversial figure. But like anyone, once you get a bit more personal (and Jodi does it as well as anyone...
Sunday at 3:00 PM
Of course - I'm not posting this because I "believe it", but just pointing out - they're building the hype for it.
That said, I trust...
Sunday at 12:43 PM
S
you need to treat Musk's words like you would to China's CCP. you need to see TeraFab in operation and produce real chip before you...
Sunday at 12:04 PM
Like.
https://tspasemiconductor.substack.com/p/ofc-2026-summary-how-silicon-photonics OFC 2026: The Moment AI Infrastructure Moved Beyond the...
user nl posted the thread OFC 2026 Summary: How Silicon Photonics, CPO, OCI, and OCS Are Redefining the Physical Boundaries of Data Centers in SemiWiki Main Forum ( Ask the Experts! ).https://tspasemiconductor.substack.com/p/ofc-2026-summary-how-silicon-photonics OFC 2026: The Moment AI Infrastructure Moved Beyond the...
Daniel Nenni replied to the thread TSMC's 2-Nanometer Sold Out; Samsung Foundry Gains.When I want accurate TSMC utilization numbers I go to the Korean media, absolutely. :ROFLMAO: :ROFLMAO::ROFLMAO::ROFLMAO: The TSMC...
Xebec replied to the thread Terafab 21 March 2026.Of course - I'm not posting this because I "believe it", but just pointing out - they're building the hype for it. That said, I trust...