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TSMC gets its water from the City of Phoenix, and Phoenix sources its water from three main supplies:
1. Salt & Verde Rivers (via the...
Mar 31, 2026
S
Like using gigawatts as a measure of system deployment, I despise the terms XPU and DPU. They are both nearly meaningless descriptions...
Mar 31, 2026
what percentage of water is used for Fabs in taiwan. What portion is used for agriculture?
Mar 31, 2026
Water flows uphill to money, except when there is no water. Relying on the Colorado River for significant new demand, arriving between...
Mar 31, 2026
N
. initial proposal 6nm without EUV Low NA 0.33
. updated/approved plan 3nm with EUV Low NA 0.33
Mar 31, 2026
B
Water flows uphill to money, except when there is no water. Relying on the Colorado River for significant new demand, arriving between...
Mar 31, 2026
B
Lake Powell is sitting at 23.8% full March 2026.
Lake Mead is sitting at 33-35% full. Status is critical.
For reference: Powell is 40...
Mar 31, 2026
M
what percentage of water is used for Fabs in taiwan. What portion is used for agriculture?
Mar 31, 2026
M
how much has been spent so far at the Rapidus Fab?
Mar 31, 2026
E
Generally you see Rapidus talking to investors and customers, two very different audiences. The 1nm talk is all about investors. Keep...
Mar 31, 2026
Like using gigawatts as a measure of system deployment, I despise the terms XPU and DPU. They are both nearly meaningless descriptions...
Mar 31, 2026
B
Nvidia invests $2B so that Marvell (and its XPU Customers) to adopt "NVLink Fusion"
. Marvell's XPU Customers = Amazon, Microsoft, Meta...
Mar 31, 2026
Nvidia bets $2 billion on Marvell as rising AI adoption fuels competition
NVIDIA AI Ecosystem Expands as Marvell Joins Forces Through...
Mar 31, 2026
N
Nvidia invests $2B so that Marvell (and its XPU Customers) to adopt "NVLink Fusion"
. Marvell's XPU Customers = Amazon, Microsoft, Meta...
Mar 31, 2026
B
Sad that DNP and HOYA were selected to represent Photomask ☹️☹️☹️
Mar 31, 2026