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S
Actually, Arm is designing their own chips now so this is no longer true. Arm is a monopoly but RISV-V is getting much more competitive...
Aug 31, 2025
M
There are no significant 18A customers. So the plan is for 2nd wave customers. So 2028 Is the plan for external customers .....
Which...
Aug 31, 2025
TAIPEI (Taiwan News) — TSMC plans to offer its in-house trade secret registry to suppliers and partners in Europe and the US...
Aug 31, 2025
Broadcom/Avago no longer has the best high performance IP. Avago used to have the best SerDes but AlphaWave Semi and others have...
Aug 31, 2025
T
But the reason why hyperscalers are making their own chips is...
I think it's probably because of the cost and the ability to customize...
Aug 31, 2025
T
Right now Arm is making custom CPU chips for customers to use internally, it is a collaboration versus making a commodity chip to be...
Aug 31, 2025
T
Actually, Arm is designing their own chips now so this is no longer true. Arm is a monopoly but RISV-V is getting much more competitive...
Aug 31, 2025
T
Anything to keep semiconductors on the front page is fine with me. I still do not think people understand the importance of...
Aug 31, 2025
T
(Reuters) -Intel said on Friday it amended the CHIPS Act funding deal with the U.S. Department of Commerce to remove earlier project...
Aug 31, 2025
T
TAIPEI (Taiwan News) — TSMC plans to offer its in-house trade secret registry to suppliers and partners in Europe and the US...
Aug 31, 2025
Anything to keep semiconductors on the front page is fine with me. I still do not think people understand the importance of...
Aug 31, 2025
TAIPEI (Taiwan News) — TSMC plans to offer its in-house trade secret registry to suppliers and partners in Europe and the US...
Aug 31, 2025
US Politics is reactive versus proactive. Maybe all politics are like that but in the US it is comical.
Aug 31, 2025
Idiotic. SK Hynix at one point had all of its memory fabs in China. Because of the Chinese government support. SK Hynix would not have...
Aug 31, 2025
You just revealed a classified secret.
Aug 31, 2025
Like.
Actually, Arm is designing their own chips now so this is no longer true. Arm is a monopoly but RISV-V is getting much more competitive...
hist78 reacted to Daniel Nenni's post in the thread Taiwan’s TSMC to market trade secrets system with
Daniel Nenni replied to the thread Kaiser: Intel is Too Big to Fail.Broadcom/Avago no longer has the best high performance IP. Avago used to have the best SerDes but AlphaWave Semi and others have...
