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K
Probably the most significant potential change is the one driven by OCI, which is basically the elimination of high-speed SERDES...
Mar 30, 2026
I
Probably the most significant potential change is the one driven by OCI, which is basically the elimination of high-speed SERDES...
Mar 30, 2026
K
Think this roadmap for CPO was shared at both GTC and OFC.
Mar 30, 2026
E
Japan’s Rapidus is accelerating its push into advanced chipmaking. According to Nikkei XTech, CTO Kazunari Ishimaru said the company is...
Mar 30, 2026
E
https://tspasemiconductor.substack.com/p/ofc-2026-summary-how-silicon-photonics
OFC 2026: The Moment AI Infrastructure Moved Beyond the...
Mar 30, 2026
https://tspasemiconductor.substack.com/p/ofc-2026-summary-how-silicon-photonics
OFC 2026: The Moment AI Infrastructure Moved Beyond the...
Mar 30, 2026
L
So if the IPO is delayed for any reason, Softbank won't be able repay the loan?
Mar 30, 2026
Japan’s Rapidus is accelerating its push into advanced chipmaking. According to Nikkei XTech, CTO Kazunari Ishimaru said the company is...
Mar 30, 2026
https://www.digitimes.com/news/a20260330PD217/elon-musk-wafer-fab-ic-manufacturing.html?chid=12
Elon Musk recently announced the launch...
Mar 30, 2026
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...
Mar 29, 2026
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...
Mar 29, 2026
When I want accurate TSMC utilization numbers I go to the Korean media, absolutely. :ROFLMAO: :ROFLMAO::ROFLMAO::ROFLMAO:
The TSMC...
Mar 29, 2026
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...
Mar 29, 2026
Samsung secures Tesla, NVIDIA orders as TSMC faces AI-driven demand surge with 72% market dominance
TSMC, the world’s largest foundry...
Mar 29, 2026
K
Answering that question requires detailed knowledge that I don't have. Nvidia must have determined there is a significant advantage for...
Mar 29, 2026
Like.
Probably the most significant potential change is the one driven by OCI, which is basically the elimination of high-speed SERDES...
Haha.
Japan’s Rapidus is accelerating its push into advanced chipmaking. According to Nikkei XTech, CTO Kazunari Ishimaru said the company is...
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...
