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I
It's not defective, it's excellent for the right applications -- but not best suited for a lot of others.
Aug 20, 2025
P
TSMC's factories in the mainland also receive hefty subsidies btw
Aug 20, 2025
I
Nope, that's not true. For chips whose design suits BSPD -- for example GPU/AI chips for HPC, which is a huge and rapidly expanding part...
Aug 20, 2025
E
Like I said, how big a problem this is depends on the chip design. There's a fundamental thermal problem with BSPD if you have small...
Aug 20, 2025
E
That doesn't stack up with actual calculations/simulations I did when looking into BSPD.
With conventional FSPD the transistors sit...
Aug 20, 2025
E
https://tspasemiconductor.substack.com/p/the-thermal-frontier-of-bspdn-iitc
At the 2025 IEEE ECTC, TSMC unveiled several advanced...
Aug 20, 2025
I was asked today by a media outlet if a foundry could survive without government support. I said nope and mentioned that TSMC is the...
Aug 20, 2025
E
I agree with you. Intel, like many other companies before it, has become a victim of its own success. What worked, worked so well, it...
Aug 20, 2025
E
Isn’t it clear that the industry needs three strong foundries to ensure healthy competition? Yet the narrative is often stretched to...
Aug 20, 2025
E
It's an easy choice when one of your suppliers costs less, delivers better performance, and is easier to work with. It's especially...
Aug 20, 2025
E
Yes, that’s the ideal approach.
But as we’ve seen with many companies, including Intel, once they begin making decent profits and...
Aug 20, 2025
E
There is a pretty good discussion happing here between the lines on some of the factors impacting the economics of foundry.
I think...
Aug 20, 2025
Rami Sinno also worked at Intel for 17 years at Intel's xScale/Arm division and for Marvell for another 4 years after Intel sold the...
Aug 20, 2025
Rami Sinno also worked at Intel for 17 years at Intel's xScale/Arm division and for Marvell for another 4 years after Intel sold the...
Aug 20, 2025
T
I am still trying to confirm this but assuming it is true it is a very good thing. Rami spent 5 years at Arm before moving to AWS 6...
Aug 20, 2025
Like.
Like I said, how big a problem this is depends on the chip design. There's a fundamental thermal problem with BSPD if you have small...
Daniel Nenni replied to the thread TSMC gets NT$67.13 billion aid from U.S., Germany, Japan, and China.I was asked today by a media outlet if a foundry could survive without government support. I said nope and mentioned that TSMC is the...
hist78 replied to the thread Arm hires Amazon AI exec to boost plans to build its own chips.Rami Sinno also worked at Intel for 17 years at Intel's xScale/Arm division and for Marvell for another 4 years after Intel sold the...