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N
WTF.
SF2 dimension is the same as SF3…
So Samsung density no improve through 2023 SF3 break cover….
Apr 10, 2026
L
WTF.
SF2 dimension is the same as SF3…
So Samsung density no improve through 2023 SF3 break cover….
Apr 10, 2026
My estimate is that the monthly wafer demand across SpaceX, xAI, and Tesla will be between 27,000 and 54,000 12‑inch wafers, even under...
Apr 10, 2026
He is busy because it's personal income tax filing time. :)
Apr 10, 2026
A
If nothing else the next few years at Intel are going to be interesting. I wouldn't bet against LBT.
Apr 10, 2026
M
I (and many media people) total missed that. thank you.
So terafab is all things, everywhere, all at once..... but it doesnt exist...
Apr 10, 2026
M
this TSMC company may just be successful some day. :)
Apr 10, 2026
F
I don't believe 25B is for TeraFab: https://semiwiki.com/forum/threads/terafab-21-march-2026.24804/post-98569
I would imagine that Musk...
Apr 10, 2026
K
I agree, though a lot of the reason for the price inflation is that corporate IT shops like all the optional reliability and performance...
Apr 10, 2026
J
Still surprised that Musk didn't name it eXaFab... :)
Apr 10, 2026
M
Artificial intelligence is driving one of the most significant growth cycles the semiconductor industry has seen in decades. From...
Apr 10, 2026
https://telecom.economictimes.indiatimes.com/amp/news/devices/tsmcs-first-quarter-revenue-surges-as-ai-interest-propels-sales-beyond-mark...
Apr 10, 2026
C
Congratulations to TSMC. While Intel and Samsung "experimented" at 3nm, TSMC collaborated with the entire ecosystem to bring a strong...
Apr 10, 2026
S
They NAND companies need DRAM to stack in packages. Nanya and other companies are saying we will only guarantee capacity if you buy into...
Apr 10, 2026
P
Is Nanya still alive? I read they were bought by Micron
Apr 10, 2026
Like.
WTF. SF2 dimension is the same as SF3… So Samsung density no improve through 2023 SF3 break cover….
hist78 replied to the thread "Intel is proud to join the Terafab project with @SpaceX, @xAI, and @Tesla to help refactor silicon fab technology".My estimate is that the monthly wafer demand across SpaceX, xAI, and Tesla will be between 27,000 and 54,000 12‑inch wafers, even under...
Daniel Nenni replied to the thread TSMC March 2026 Revenue Report.https://telecom.economictimes.indiatimes.com/amp/news/devices/tsmcs-first-quarter-revenue-surges-as-ai-interest-propels-sales-beyond-mark...