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Latest activity

What's new New posts Latest activity

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Xebec reacted to Arthur Hanson's post in the thread Chinese Memory Tech work around HBM with Like.

Will this technology help the Chinese replace some of the HBM required for AI or is it just a small step? Huawei released an AI SSD...

Sep 4, 2025
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tomatoma reacted to Stan Chen's post in the thread TSMC's 1.4nm wafer fab in Zhongke District could start operations as early as October, with potential investment reaching NT$3 billion. with Like.

There is no place named as "Zhongke District", it should be Taichung Science Industry Park located at Taichung city.

Sep 4, 2025
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tomatoma reacted to Daniel Nenni's post in the thread TSMC's 1.4nm wafer fab in Zhongke District could start operations as early as October, with potential investment reaching NT$3 billion. with Like.

Interesting, that is a Taiwanese media outlet.

Sep 4, 2025
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tomatoma reacted to tedc's post in the thread TSMC's 1.4nm wafer fab in Zhongke District could start operations as early as October, with potential investment reaching NT$3 billion. with Like.

It's just an auto-translation artifact. It's the shortened form of 中部科學園區 (Central Taiwan Science Park) --> 中科 (Zhongke).

Sep 4, 2025
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tomatoma replied to the thread 2nm Leaked Logic Density Comparison from X (Rapidus TSMC, Intel Samsung).

As expected, the development of transistor density has slowed down... Furthermore, there seems to be relatively little difference...

Sep 4, 2025
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tomatoma reacted to MKWVentures's post in the thread 2nm Leaked Logic Density Comparison from X (Rapidus TSMC, Intel Samsung) with Like.

I used to just go with @Scotten Jones says. Not sure it techinsights will offer free summaries. broken record: Rapidus needs to present...

Sep 4, 2025
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tomatoma reacted to siliconbruh999's post in the thread 2nm Leaked Logic Density Comparison from X (Rapidus TSMC, Intel Samsung) with Like.

This is very vauge afaik these are the logic densities. Intel Intel 7 HP -> 60 Mxtor(H408G60) Intel 4/3 3-3 Fin -> 123...

Sep 4, 2025
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tomatoma reacted to tooLongInEDA's post in the thread 2nm Leaked Logic Density Comparison from X (Rapidus TSMC, Intel Samsung) with Like.

Hm ... well when someone starts quoting "Logic Density" in "MTr" units and implies they know the values to 5 significant figures, I do...

Sep 4, 2025
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tomatoma reacted to Xebec's post in the thread 2nm Leaked Logic Density Comparison from X (Rapidus TSMC, Intel Samsung) with Like.

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 4, 2025
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tomatoma reacted to Daniel Nenni's post in the thread 2nm Leaked Logic Density Comparison from X (Rapidus TSMC, Intel Samsung) with Like.

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 4, 2025
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tomatoma reacted to Daniel Nenni's post in the thread UMC Reports Sales for August 2025 with Like.

TAIPEI, Taiwan--(BUSINESS WIRE)--United Microelectronics Corporation (NYSE: UMC; TWSE: 2303) (“UMC”), today reported unaudited net sales...

Sep 4, 2025
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KevinK reacted to Daniel Nenni's post in the thread Chinese firms still want Nvidia chips despite government pressure not to buy, sources say with Like.

Synopsis The B30A - if approved for sale by Washington - is likely to cost about double the H20, which currently sells for between...

Sep 4, 2025
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KevinK reacted to Fred Chen's post in the thread Samsung does not use EUV pellicles; FST in talks with Samsung to supply EUV pellicle with Wow.

I found an interesting excerpt from here: https://globaltechresearch.substack.com/p/carbon-nanotube-cnt-the-next-big Not only do memory...

Sep 4, 2025
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KevinK reacted to Fred Chen's post in the thread Samsung does not use EUV pellicles; FST in talks with Samsung to supply EUV pellicle with Like.

Without pellicles, periodic inspections are needed to infer particles on the mask before too many dies are lost. The inspection cost...

Sep 4, 2025
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KevinK replied to the thread Chinese Memory Tech work around HBM.

From what I have seen, huge, high bandwidth SSDs are a complement to HBMs, at least when it comes to data center level inference for...

Sep 4, 2025

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