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A
Why would it be in TSMC’s interest to invest in a competitor? If I were TSMC, I would tell Intel to politely pound sand unless if they...
Sep 29, 2025
D
How about superconduct AFQ?
Sep 29, 2025
F
It's based on a cryogenic spintronic device. IMEC had been fabricating the chips for them. It looks like electron-beam lithography is...
Sep 29, 2025
A
It really is intriguing. I'm not sure anyone really knows how AI is going to end up. The only thing I am sure of is that there is no...
Sep 29, 2025
F
Actually, for these three companies, 1c is less than a 10% shrink in design rule from 1b. So, like SRAM, planar DRAM has effectively...
Sep 29, 2025
A
Any thoughts or comments on this would be greatly appreciated and impacts if will have if true and actually useful. THANKS
Scientists...
Sep 29, 2025
F
The other view is it could be a while before artificial genius --
We've already had a few decades of boom/bust cycles for AI, and on...
Sep 29, 2025
F
It really is intriguing. I'm not sure anyone really knows how AI is going to end up. The only thing I am sure of is that there is no...
Sep 29, 2025
F
Everyone’s wondering if, and when, the AI bubble will pop. Here’s what went down 25 years ago that ultimately burst the dot-com boom
The...
Sep 29, 2025
This really sounds like Oracle today ... :)
Sep 29, 2025
I love how in Xebec's figure, Autonomous Weapons is right above "AI for Social Good"? (punctuations are not mine)
Sep 29, 2025
S
TSMC N3. Impressive!
Single Threaded Performance
This chart comparing the single thread performance of CPUs is based on the average...
Sep 29, 2025
E
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 29, 2025
E
agreed. Its the same deal with automakers. Admins come and want companies to make decade defining decisions for an admin that lasts 4...
Sep 29, 2025
E
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 29, 2025