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T
The speed is also very important.
The best measure is crypto miners.
BTC for pure transistors.
DOGE/LTC for SRAM+transistors.
Oct 6, 2025
T
It depends on the company size.
Our price is more than the table.
Oct 6, 2025
T
For a 'real value' discussion, a single N3 wafer has ~ 10X as many transistors needed for all of the CPUs in the worlds best...
Oct 6, 2025
T
alas the pricing is so wrong there is no N2 Wafer at 30K
Oct 6, 2025
T
I don't think he has been to any Intel fabs cause Intel fabs operate 24X7 from what i know.
Oct 6, 2025
Advanced Micro Devices Inc. shares surged in premarket trading after the chipmaker signed a deal with OpenAI for AI infrastructure that...
Oct 6, 2025
I
Not necessarily -- since you need massive area solar panel arrays to power them, you can put radiant cooling arrays in their shadow.
Oct 6, 2025
I
The up-front design and mask costs have indeed been rising rapidly, but that doesn't have anything like such a big effect on die cost as...
Oct 6, 2025
This sounds like TSMC (also) has a little bit of a 'one eye open, one eye closed' policy with producing chips for China.
Who else but...
Oct 6, 2025
Here is another example of Dylan's superbly flawed analysis:
Why the hell would Huawei cede the smartphone market to OPPO or Xiaomi...
Oct 6, 2025
SCMP is a trash Hong Kong publication with mostly British tabloid journalists.
Digitimes from Taiwan is way better. And they are...
Oct 6, 2025
Huawei allegedly smuggled 2.9 million TSMC dies through an intermediary
Huawei Technologies Co.’s Ascend 910C processors, considered...
Oct 6, 2025
S
Moore's Law was and still is an economic law. The value isn't in the cost or density directly or transistors / mm, it's about the value...
Oct 6, 2025
K
There was $5B worth of additional demand, beyond the $12B already sold until the US government interrupted shipments, and then the...
Oct 6, 2025
K
Seriously, you think the best information sources are corporate press releases ? Wouldn't rely on them in any country.
Oct 6, 2025
Like.
The speed is also very important. The best measure is crypto miners. BTC for pure transistors. DOGE/LTC for SRAM+transistors.
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...
user nl posted the thread OpenAI Inks AMD Chips Deal Worth Tens of Billions of Dollars in SemiWiki Main Forum ( Ask the Experts! ).Advanced Micro Devices Inc. shares surged in premarket trading after the chipmaker signed a deal with OpenAI for AI infrastructure that...
Xebec replied to the thread TechInsights Teardown: Huawei Ascend 910c Still Contains CPU Dies from TSMC from 2020.This sounds like TSMC (also) has a little bit of a 'one eye open, one eye closed' policy with producing chips for China. Who else but...