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Latest activity

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kg5q replied to the thread FFSH30120ADN-F155 in high-voltage DC-DC converter project.

I worked for Fairchild as an apps engineering director and that part you have there is very old. I would recommend a couple of newer...

Saturday at 7:13 AM
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siliconbruh999 reacted to tomatoma's post in the thread Tech U.S. Commerce head Lutnick wants Taiwan to help America make 50% of its chips locally with Like.

The coolest people are the American manufacturers, including Intel, who have been trying to do things without relying on tariffs... They...

Saturday at 7:09 AM
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siliconbruh999 reacted to Xebec's post in the thread OpenAI CEO rumored to secure AI chip and server supply in low-key visit to Taiwan with 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...

Saturday at 7:09 AM
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siliconbruh999 reacted to Daniel Nenni's post in the thread OpenAI CEO rumored to secure AI chip and server supply in low-key visit to Taiwan with Like.

https://www.reuters.com/technology/openai-hits-500-billion-valuation-after-share-sale-source-says-2025-10-02/ We used to call them...

Saturday at 7:09 AM
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Fred Chen replied to the thread OpenAI CEO rumored to secure AI chip and server supply in low-key visit to Taiwan.

We can expect about half that die size (~35 mm2), so we can expect about half that many wafers/month.

Saturday at 4:22 AM
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Fred Chen reacted to Xebec's post in the thread OpenAI CEO rumored to secure AI chip and server supply in low-key visit to Taiwan with 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...

Saturday at 4:20 AM
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Fred Chen reacted to IanD's post in the thread TSMC Price Hikes End the Era of Cheap Transistors with Like.

Don't forget that these are today's prices (or near future) -- new nodes always cost more when introduced, but then cost drops over...

Saturday at 4:15 AM
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Irish70 replied to the thread OpenAI CEO rumored to secure AI chip and server supply in low-key visit to Taiwan.

The question is though, will SK & SEC (Micron too) take the bait and ramp DRAM output beyond the 15~20% we've been doing for the past 7...

Saturday at 4:09 AM
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tomatoma reacted to Barnsley's post in the thread ASML Builds Machines that Make AI Chips. Why It’s Missing Out on the Boom. with Like.

The "money" is clearly in the design. All the companies doing the designing are the ones with the massive valuations. The ones doing...

Saturday at 2:55 AM
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tomatoma reacted to siliconbruh999's post in the thread ASML Builds Machines that Make AI Chips. Why It’s Missing Out on the Boom. with Haha.

Intel followed that with 10nm is coming 🤣

Saturday at 2:55 AM
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tomatoma reacted to Daniel Nenni's post in the thread ASML Builds Machines that Make AI Chips. Why It’s Missing Out on the Boom. with Haha.

Intel is definitely doing the heavy HNA-EUV lifting. Maybe they can pull it off, I certainly hope so. I just think 14A is too early...

Saturday at 2:54 AM
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tomatoma reacted to Daniel Nenni's post in the thread ASML Builds Machines that Make AI Chips. Why It’s Missing Out on the Boom. with Like.

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...

Saturday at 2:53 AM
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tomatoma reacted to Daniel Nenni's post in the thread ASML Builds Machines that Make AI Chips. Why It’s Missing Out on the Boom. with Like.

ASML Holding, the Dutch giant with a near-monopoly on extreme ultraviolet (EUV) lithography machines essential for advanced AI chips, is...

Saturday at 2:53 AM
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tomatoma reacted to siliconbruh999's post in the thread ASML Builds Machines that Make AI Chips. Why It’s Missing Out on the Boom. with Like.

They can always charge more and the fabless can only pay 🤣 🤣 . Look at TSMC raising price

Saturday at 2:52 AM
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tomatoma reacted to Daniel Nenni's post in the thread Tech U.S. Commerce head Lutnick wants Taiwan to help America make 50% of its chips locally with Like.

“My argument to them was, well, if you have 95% [chip production], how am I going to get it to protect you? You’re going to put it on a...

Saturday at 2:50 AM

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