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So Trump would destroy Taiwan’s economy just to benefit America’s number one adversary, the CCP/PRC?
Trump may sometimes have unusual...
Sep 29, 2025
F
For Apple, AMD and Qualcomm, the majority of the chips TSMC made for them, are for overseas use, e.g. for phones sold outside the US.
Sep 29, 2025
P
And destroy the world economy, along with total economic cataclysm at home. He is one of men who can actually do that.
They can try to...
Sep 29, 2025
X
1c uses EUV as well:
AI overview:
SK hynix:
This company is a leader in EUV adoption for DRAM, utilizing five or more EUV layers for...
Sep 29, 2025
X
3D DRAM is next ?
Sep 29, 2025
X
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
X
Major memory companies are accelerating their investments in 1c (6th-generation 10nm-class) DRAM. Samsung Electronics has already begun...
Sep 29, 2025
L
Not a problem. Trump can simply ban ASML from supplying their wares to Taiwan. That's the "rule based world order" we live in now.
Sep 29, 2025
X
ASML Holding, the Dutch giant with a near-monopoly on extreme ultraviolet (EUV) lithography machines essential for advanced AI chips, is...
Sep 29, 2025
D
TSMC N6 and TSMC N5 came out at the same time (Q1 2020). TSMC considers N7, N7+ and N6 one node, that is how they report it. Same with...
Sep 29, 2025
D
From Wikichip N3B is ouch too many layers and info on how many layers Intel uses EVU from what i know on Intel 4 the EUV use is pretty...
Sep 29, 2025
D
From my notes:
TSMC N7 is DUV, TSMC N7+ uses 4 EUV layers, TSMC N6 uses 5 EUV layers, TSMC N5 uses 14 EUV layers.
AMD and HiSilicon...
Sep 29, 2025
D
N7 was all-DUV, N7P had some EUV layers but incompatible design rules so no IP porting. IIRC (we didn't use it) N6 was a shrunk N7 (with...
Sep 29, 2025
I actually laughed out loud on this one. I am not a regular Barron's reader but I had thought highly of them.
Here is the authors bio...
Sep 29, 2025
B
Yes, N3B is 25 EUV layers and N3E is 19. TSMC calls it yield learning.
Intel 4...
Sep 29, 2025
hist78 replied to the thread US plans 1:1 chip production rule to curb overseas reliance, WSJ reports.So Trump would destroy Taiwan’s economy just to benefit America’s number one adversary, the CCP/PRC? Trump may sometimes have unusual...
Like.
1c uses EUV as well: AI overview: SK hynix: This company is a leader in EUV adoption for DRAM, utilizing five or more EUV layers for...
Daniel Nenni replied to the thread ASML Builds Machines that Make AI Chips. Why It’s Missing Out on the Boom..I actually laughed out loud on this one. I am not a regular Barron's reader but I had thought highly of them. Here is the authors bio...