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O
That's a great reply, btw. I agree AI has a lot of uses, and there are some fields that are completely transformed by it already...
Jun 17, 2026
I
Indeed -- though whether it's a true microprocessor in the normal meaning of the word (it was a multi-chip partitioned CPU) is...
Jun 17, 2026
Not a true demand driver - but this made me think of the one time in semiconductor history where this was close to true --
The world's...
Jun 17, 2026
Something which is maybe 1% or less of the market is not a demand driver in any possible meaning of the word... ;-)
Military/defence...
Jun 17, 2026
I
Something which is maybe 1% or less of the market is not a demand driver in any possible meaning of the word... ;-)
Military/defence...
Jun 17, 2026
That's a great reply, btw. I agree AI has a lot of uses, and there are some fields that are completely transformed by it already...
Jun 17, 2026
It is a very likely scenario. And yes, a lot of ressources and tokens are being wasted right now.
But there is an alternative scenario...
Jun 17, 2026
O
It is a very likely scenario. And yes, a lot of ressources and tokens are being wasted right now.
But there is an alternative scenario...
Jun 17, 2026
E
"Yes We brough it, it was 0.5 machine, I shared that with IMEC"
To avoid any confusion, the above comment regarding TSMC sharing a...
Jun 17, 2026
E
You underestimate Elon Musk. His vision for Terafab is to allow people to eat, drink, and possibly smoke next to the production line. In...
Jun 17, 2026
S
Also this a process that has been in HVM in Taiwan for some time
Jun 17, 2026
F
. 8 more slides at...
Jun 17, 2026
C
TSMC’s Fab 21 in Phoenix, Arizona began construction on a desert site in April 2021 and entered high volume manufacturing (HVM) in late...
Jun 17, 2026
H
"Yes We brough it, it was 0.5 machine, I shared that with IMEC"
To avoid any confusion, the above comment regarding TSMC sharing a...
Jun 17, 2026
HSINCHU, Taiwan & TEMPE, Ariz., June 16, 2026--(BUSINESS WIRE)--Taiwan Semiconductor Manufacturing Company (NYSE: TSM) and Amkor...
Jun 17, 2026
Like.
That's a great reply, btw. I agree AI has a lot of uses, and there are some fields that are completely transformed by it already...
Xebec replied to the thread Semiconductor Growth Forecasts Are Fantasy … Correction Is Inevitable.Not a true demand driver - but this made me think of the one time in semiconductor history where this was close to true -- The world's...
Haha.
You underestimate Elon Musk. His vision for Terafab is to allow people to eat, drink, and possibly smoke next to the production line. In...
hist78 reacted to Daniel Nenni's post in the thread TSMC and Amkor Technology Announce Long Term Partnership to Accelerate Advanced Packaging in the United States with