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Great analysis. Even if we double your estimate of 1,020 or 1,500 monthly wafers, the numbers are large but still not huge, especially...
Thursday at 11:59 AM
I'll take a stab at backing into the wafer count:
Current high end DRAM for GPUs is 2GB / 16 gigabit per chip, with 3 GB / 24 gigabit...
Thursday at 11:50 AM
X
I'll take a stab at backing into the wafer count:
Current high end DRAM for GPUs is 2GB / 16 gigabit per chip, with 3 GB / 24 gigabit...
Thursday at 11:33 AM
X
https://www.reuters.com/technology/openai-hits-500-billion-valuation-after-share-sale-source-says-2025-10-02/
We used to call them...
Thursday at 11:21 AM
S
Yeah true which wafer though if I may ask 🙂
Thursday at 10:24 AM
S
For a 'real value' discussion, a single N3 wafer has ~ 10X as many transistors needed for all of the CPUs in the worlds best...
Thursday at 10:23 AM
https://www.reuters.com/technology/openai-hits-500-billion-valuation-after-share-sale-source-says-2025-10-02/
We used to call them...
Thursday at 9:59 AM
I
Don't forget that these are today's prices (or near future) -- new nodes always cost more when introduced, but then cost drops over...
Thursday at 9:29 AM
On September 21, Morgan Stanley issued a sweeping report authored by 12 analysts across Korea, the U.S., Taiwan, and Japan, titled...
Thursday at 9:06 AM
Altman makes AI deal with Samsung, SK to buy chips, build data centers in Korea...
Thursday at 8:49 AM
Credit: AFP
OpenAI is intensifying efforts to expand its artificial intelligence computing infrastructure, relying heavily on Taiwan's...
Thursday at 8:49 AM
Is there a way to estimate the wafer volume required to produce 900,000 DRAM chips per month?
"OpenAI estimated that the Stargate...
Thursday at 8:49 AM
Due to the threat from the PRC/CCP, I think all those companies are non-starters.
Thursday at 8:30 AM
K
By Pablo Valerio 10.01.2025
The global semiconductor industry is undergoing a profound economic transformation, one anchored by Taiwan...
Thursday at 7:55 AM
D
It depends on the company size.
Our price is more than the table.
Thursday at 6:27 AM
hist78 replied to the thread OpenAI CEO rumored to secure AI chip and server supply in low-key visit to Taiwan.Great analysis. Even if we double your estimate of 1,020 or 1,500 monthly wafers, the numbers are large but still not huge, especially...
Like.
I'll take a stab at backing into the wafer count: Current high end DRAM for GPUs is 2GB / 16 gigabit per chip, with 3 GB / 24 gigabit...
Haha.
For a 'real value' discussion, a single N3 wafer has ~ 10X as many transistors needed for all of the CPUs in the worlds best...
Daniel Nenni replied to the thread OpenAI CEO rumored to secure AI chip and server supply in low-key visit to Taiwan.https://www.reuters.com/technology/openai-hits-500-billion-valuation-after-share-sale-source-says-2025-10-02/ We used to call them...