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K
The two hosts obviously tried hard to pull Jensen back by asking several follow-up questions to soften his BS response about the...
Oct 2, 2025
T
One thing you can say for CNBC, they deliver consistent quality in their articles. Terrible quality of information, but consistent at...
Oct 1, 2025
F
Very rough estimates using the wafer price table in the posted article, and CGP x Cell height:
Oct 1, 2025
F
It’s hard to compare the cost of two products from different nodes and generations because they vary in performance, design, memory, and...
Oct 1, 2025
F
To their credit, Intel has been a sort of guinea pig for High-NA EUV. Here's what they disclosed:
"The High NA POB (Projection Optics...
Oct 1, 2025
It’s hard to compare the cost of two products from different nodes and generations because they vary in performance, design, memory, and...
Oct 1, 2025
While Jensen is without a doubt a brilliant mind, to me, a lot more is desired from his take on China competition as well as immigration...
Oct 1, 2025
The two hosts obviously tried hard to pull Jensen back by asking several follow-up questions to soften his BS response about the...
Oct 1, 2025
By Pablo Valerio 10.01.2025
The global semiconductor industry is undergoing a profound economic transformation, one anchored by Taiwan...
Oct 1, 2025
S
By Pablo Valerio 10.01.2025
The global semiconductor industry is undergoing a profound economic transformation, one anchored by Taiwan...
Oct 1, 2025
F
By Pablo Valerio 10.01.2025
The global semiconductor industry is undergoing a profound economic transformation, one anchored by Taiwan...
Oct 1, 2025
F
6 months ago, AMD announced it was TSMC N2 first HPC customer and also a customer for TSMC Arizona...
Oct 1, 2025
F
One thing you can say for CNBC, they deliver consistent quality in their articles. Terrible quality of information, but consistent at...
Oct 1, 2025
F
This would be a big shock. Nvidia I understand, AMD I do not. The TSMC AMD relationship is very close. Maybe AMD will throw IFS a bone...
Oct 1, 2025
S
Any elected Taiwanese government official who agrees to this demand will be voted out or recalled. That is the reality of a democratic...
Oct 1, 2025
Like.
The two hosts obviously tried hard to pull Jensen back by asking several follow-up questions to soften his BS response about the...
hist78 replied to the thread TSMC Price Hikes End the Era of Cheap Transistors.It’s hard to compare the cost of two products from different nodes and generations because they vary in performance, design, memory, and...