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I think 18A has a decent chance of success in part because the development and ramp are both conducted in the US, with a 1 hour timezone...
Sep 28, 2025
S
Major memory companies are accelerating their investments in 1c (6th-generation 10nm-class) DRAM. Samsung Electronics has already begun...
Sep 28, 2025
S
36 nm center-to-center capacitors are difficult to pattern.
Sep 28, 2025
F
36 nm center-to-center capacitors are difficult to pattern.
Sep 28, 2025
F
Major memory companies are accelerating their investments in 1c (6th-generation 10nm-class) DRAM. Samsung Electronics has already begun...
Sep 28, 2025
B
I think 18A has a decent chance of success in part because the development and ramp are both conducted in the US, with a 1 hour timezone...
Sep 28, 2025
S
I don't think it is hype. It is a risk. Luktnik also acknowledged it. Also if the future Taiwanese government agrees a unification...
Sep 28, 2025
S
Frank Yeary is perhaps a reminder on the usefulness of BoD
Sep 28, 2025
B
TSMC AZ is at 120k wafers per year, 2026 should be 360k wafers per year. Phase 2 should be the same but that will be closer to 2030...
Sep 28, 2025
D
"In a statement, TSMC, the world's largest contract chipmaker, dismissed a report by the Wall Street Journal saying that Intel had...
Sep 28, 2025
B
Tariffs are another topic completely. In my *expert* opinion the tariffs are a bullying move for political capital here in the US. Will...
Sep 28, 2025
F
It's not just the money to spend. You have to have all the equipment vendors like ASML only supply Intel for a good year or two just to...
Sep 28, 2025
I think the reason TSMC started expanding globally was because of Taiwan's limited land area, water resources, and electricity.
Even if...
Sep 27, 2025
The djini is out of the bottle, and won't be put back in. Meaning, now that it's shown possible to get someone like him elected POTUS...
Sep 27, 2025
Daniel Nenni reacted to benb's post in the thread Poll: Half of Taiwan fears TSMC becoming US-SMC with
Like.
I think 18A has a decent chance of success in part because the development and ramp are both conducted in the US, with a 1 hour timezone...
Haha.
Frank Yeary is perhaps a reminder on the usefulness of BoD