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Latest activity

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hist78 reacted to Daniel Nenni's post in the thread The Next Modest Chapter in the TSMC Chronicles, Towards the half-trillion US Dollar in Revenue with Like.

I do not think it would be second source. Apple would have to go all in with Intel like they did with TSMC at 20nm. The whole Apple...

Jul 24, 2025
Daniel Nenni replied to the thread Mobileye raises annual revenue view on strong self-driving chip demand.

Mobileye was using both TSMC and Samsung for 7nm but from what I was told it is mainly TSMC N7 and N5 now due to yield issues with...

Jul 24, 2025
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siliconbruh999 replied to the thread Mobileye raises annual revenue view on strong self-driving chip demand.

I thought they were shopping at Samsung

Jul 24, 2025
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siliconbruh999 reacted to Daniel Nenni's post in the thread Mobileye raises annual revenue view on strong self-driving chip demand with Wow.

More good news for TSMC!

Jul 24, 2025
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KevinK replied to the thread White House to unveil plan to push US AI abroad, crackdown on US AI rules, document shows.

Listen through the podcast. Their account of how game theory works in a bilateral negotiation like this (i.e. barring some massive...

Jul 24, 2025
Daniel Nenni replied to the thread Mobileye raises annual revenue view on strong self-driving chip demand.

More good news for TSMC!

Jul 24, 2025
Daniel Nenni posted the thread Mobileye raises annual revenue view on strong self-driving chip demand in SemiWiki Main Forum ( Ask the Experts! ).

Illustration shows Mobileye logo · Reuters (Reuters) -Self-driving technology firm Mobileye Global raised its forecast for fiscal 2025...

Jul 24, 2025
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KevinK reacted to Markwrob's post in the thread White House to unveil plan to push US AI abroad, crackdown on US AI rules, document shows with Like.

The difference in these negotiations is, Xi listens to most of his experts who are playing 4D chess (time being the 4th D) while Don...

Jul 24, 2025
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siliconbruh999 reacted to Daniel Nenni's post in the thread The Next Modest Chapter in the TSMC Chronicles, Towards the half-trillion US Dollar in Revenue with Like.

I do not think it would be second source. Apple would have to go all in with Intel like they did with TSMC at 20nm. The whole Apple...

Jul 24, 2025
Daniel Nenni replied to the thread The Next Modest Chapter in the TSMC Chronicles, Towards the half-trillion US Dollar in Revenue.

I do not think it would be second source. Apple would have to go all in with Intel like they did with TSMC at 20nm. The whole Apple...

Jul 24, 2025
S

siliconbruh999 replied to the thread AMD CEO says U.S.-made TSMC chips are more expensive, but worth it — costs 'more than 5% but less than 20%' higher than Taiwan-sourced alternative.

i was gonna use maths on this one (20-5)/2 = 7.5% at least i was close

Jul 24, 2025
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siliconbruh999 reacted to Daniel Nenni's post in the thread AMD CEO says U.S.-made TSMC chips are more expensive, but worth it — costs 'more than 5% but less than 20%' higher than Taiwan-sourced alternative with Like.

For N3 it is approximately 10%, not even close to 20% but maybe that is N2. Either way, the majority of AMD's wafers will come from...

Jul 24, 2025
Daniel Nenni replied to the thread AMD CEO says U.S.-made TSMC chips are more expensive, but worth it — costs 'more than 5% but less than 20%' higher than Taiwan-sourced alternative.

For N3 it is approximately 10%, not even close to 20% but maybe that is N2. Either way, the majority of AMD's wafers will come from...

Jul 24, 2025
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siliconbruh999 replied to the thread AMD CEO says U.S.-made TSMC chips are more expensive, but worth it — costs 'more than 5% but less than 20%' higher than Taiwan-sourced alternative.

OFC that's what everyone (TSMC and it's customer) wants us to believe us and we all know TSMC Process Dev is going to be in Taiwan not...

Jul 24, 2025
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siliconbruh999 replied to the thread AMD CEO says U.S.-made TSMC chips are more expensive, but worth it — costs 'more than 5% but less than 20%' higher than Taiwan-sourced alternative.

it can't be 5% must be double digits

Jul 24, 2025

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