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Well this is nice also
- P1278.6 is 18AP
- P1276 is Intel 3
- P1280 is 14A
-1278.7 is 18AU
A thing to notice 8+16/4+8 Dies for Razor are...
May 28, 2026
K
I wonder if this means they have stopped physical scaling.
May 28, 2026
Highlights:
- New production-ready, AI-powered digital and analog flows are available for second-and third-generation 2nm processes...
May 28, 2026
D
I had Claude read this article and extract the key takeaways. Huawei has caught up with—and may have surpassed—TSMC in bonding; its...
May 28, 2026
S
Elon Musk let go 80-90% Twiter employees without significant impact on service or functionality. Completely without AI (it was in 2022)...
May 28, 2026
What would have suppressed TSMC's gross margins in 2021 and 2023 relative to the years around them? "advanced node capacity expansion"...
May 28, 2026
What would have suppressed TSMC's gross margins in 2021 and 2023 relative to the years around them? "advanced node capacity expansion"...
May 28, 2026
According to AI:
Current
Here is TSMC’s approximate annual gross margin trend over the last 10 years based on company filings and...
May 28, 2026
It is expected to rise another 5-10% next year; MSCI's semi-annual adjustment will take effect on the 29th, with TSMC becoming the stock...
May 28, 2026
D
Well BK was a process guy iirc and look at what he did he did what no Intel competitor was able to do destroy their lead in Tech in...
May 28, 2026
D
My wife is an attorney, and her feedback is that using AI, even the specialized legal AI tools using RAG, is a risky proposition...
May 28, 2026
D
Not very detailed timing, but:
Probably safe to assume that these dates really translate into Q1 the following year, based on Panther...
May 28, 2026
D
Well this is nice also
- P1278.6 is 18AP
- P1276 is Intel 3
- P1280 is 14A
-1278.7 is 18AU
A thing to notice 8+16/4+8 Dies for Razor are...
May 28, 2026
D
I really like your model, I have one in excel that is simpler that I have used since 2020 for IFS but yours is better thought out from a...
May 28, 2026
Not very detailed timing, but:
Probably safe to assume that these dates really translate into Q1 the following year, based on Panther...
May 28, 2026