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Trust, flexibility to scale production-orders / output, economy of open-innovation at global scale, flexibility to choose the optimum...
Aug 21, 2025
D
Check the BTC chips. It's easy money as long as you know how to do the dynamic design.
Aug 21, 2025
X
It is, but don't forget that part of the reason for GAA and BSPD are to reduce power consumption at the same clock speed, which pretty...
Aug 21, 2025
B
I just finished House of Huawei by Eva Dou, about, mainly, Ren Zhengfei. Good book, worth a read for context on technology in China...
Aug 21, 2025
I'm looking into this but yes TSMC needs competition for multiple reasons, price being one of them. Hard to get a good read on wafer...
Aug 21, 2025
Interesting that TSMC is getting tax payers money from USA, Europe, Japan and China, and TSMC current share holders do not see their...
Aug 21, 2025
Fortune just released its 2025 list of the “World’s Most Powerful People in Business.” BYD founder Wang Chuanfu (王傳福) ranked No...
Aug 21, 2025
Bozo-billionaire-bully-servant L. is so dumb (he seems one of those WStr-billionaire-bozos who thinks "pissing the farthest" is the most...
Aug 21, 2025
I
It is, but don't forget that part of the reason for GAA and BSPD are to reduce power consumption at the same clock speed, which pretty...
Aug 21, 2025
C
The other point to add to this is the effect of the huge ecosystem around TSMC reinforcing its established advantage. Any IP or EDA...
Aug 21, 2025
C
And so did I, I've worked with/for both fabless and IDM -- but those days are gone, because the cost of developing a leading-edge...
Aug 21, 2025
I
Understood, thanks. But what are the relative costs of those two SKUs, including the (expensive?) MRDIMM memory?
Aug 21, 2025
X
Rookie Number ask for $500 Billion Investment at least
Aug 21, 2025
X
GAA + BSPD does sound like a significantly harder to cool solution than FinFET though? (+ Add 3D layers - curious if AMDs vcache will...
Aug 21, 2025
S
Rookie Number ask for $500 Billion Investment at least
Aug 21, 2025