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S
The TSMC numbers are suspicious: TSMC has said N2 density is ">1.1X N3"; presumably that would be comparing N2 to N3B here; which is...
Sep 3, 2025
The TSMC numbers are suspicious: TSMC has said N2 density is ">1.1X N3"; presumably that would be comparing N2 to N3B here; which is...
Sep 3, 2025
X
The TSMC numbers are suspicious: TSMC has said N2 density is ">1.1X N3"; presumably that would be comparing N2 to N3B here; which is...
Sep 3, 2025
X
i can't belive this the Pitches are listed on Synopsys Website :ROFLMAO: so much for NDA this should be good here are N2P/N3E/P/18A...
Sep 3, 2025
P
You can't defeat a tank by throwing microchips at them. A war may be won for drones, and fancy missiles, but it will be lost for a lack...
Sep 3, 2025
S
The great power struggle of the twenty-first century is no longer waged in battlefields or oil markets. It is now fought in the...
Sep 3, 2025
X
Comments on the accuracy? The other thing to note is that TSMC N2 and Intel 18A are in production. Rapidus 2HP is targeted for 2027...
Sep 3, 2025
S
Comments on the accuracy? The other thing to note is that TSMC N2 and Intel 18A are in production. Rapidus 2HP is targeted for 2027...
Sep 3, 2025
The great power struggle of the twenty-first century is no longer waged in battlefields or oil markets. It is now fought in the...
Sep 3, 2025
Comments on the accuracy? The other thing to note is that TSMC N2 and Intel 18A are in production. Rapidus 2HP is targeted for 2027...
Sep 3, 2025
S
I would be surprised if the Chinese government won't nationalize these fabs outright.
There are also ways to put in place counter...
Sep 3, 2025
B
Yeah I think western semi equipment suppliers are going to find themselves in a very tight spot in a few years. I think it'll be less...
Sep 3, 2025
B
Applying for a license isnt that rare for anything in China. the question is whether they will grant the license.
In 10 years, when...
Sep 3, 2025
A
Any thoughts on how Micron might respond?
Sep 3, 2025
Now that TSMC, Samsung, and SK Hynix have all been removed from the US government’s EVU list, will they one day just turn off the...
Sep 3, 2025