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TSMC will be able to meet the demand as long as it can build fabs at the speed it wants and at the locations it wants.
Oct 6, 2025
B
That sure would solve the solar panel over capacity problem. Oh shoot, 95% of the panel are made in China!
Just trying to complete the...
Oct 6, 2025
I find this a little funny since just two weeks ago Nvidia announced a similar partnership with OpenAI...
Oct 6, 2025
I find this a little funny since just two weeks ago Nvidia announced a similar partnership with OpenAI...
Oct 6, 2025
That's a good idea, though you'd have to be in a solar orbit for that to be "cheaply" effective. (or use a lot of energy to maintain a...
Oct 6, 2025
S
Well, A better approach would be to build a thermonuclear reactor on the Sun at night.
Oct 6, 2025
S
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
E
Can TSM provide all the additional chips AMD will need or would AMD need another supplier? Can that be the source of the AMD using IFS...
Oct 6, 2025
Innovative Non-Volatile Memory (NVM) technology to be available in 65nm BCD process
HOD HASHARON, Israel – October 6, 2025 – Weebit...
Oct 6, 2025
F
When you also include the fixed costs associated with designing for advanced processes, the cost per transistor began increasing much...
Oct 6, 2025
S
https://sophon.ai/post/417.html
https://www.digitimes.com/news/a20241029PD213/tsmc-huawei-chips-management.html
Sophgo still claims...
Oct 6, 2025
T
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
T
Even the emergence of chiplets was predicted by Gordon Moore...
Chiplet technology (though that term didn't exist back then) would drive...
Oct 6, 2025
T
Yeah true which wafer though if I may ask 🙂
Oct 6, 2025
T
Don't forget that these are today's prices (or near future) -- new nodes always cost more when introduced, but then cost drops over...
Oct 6, 2025
hist78 replied to the thread OpenAI Inks AMD Chips Deal Worth Tens of Billions of Dollars.TSMC will be able to meet the demand as long as it can build fabs at the speed it wants and at the locations it wants.
Daniel Nenni reacted to Xebec's post in the thread OpenAI Inks AMD Chips Deal Worth Tens of Billions of Dollars with
Like.
I find this a little funny since just two weeks ago Nvidia announced a similar partnership with OpenAI...
Xebec replied to the thread OpenAI Inks AMD Chips Deal Worth Tens of Billions of Dollars.I find this a little funny since just two weeks ago Nvidia announced a similar partnership with OpenAI...
Haha.
Well, A better approach would be to build a thermonuclear reactor on the Sun at night.
AmandaK posted the thread Weebit Nano tapes out embedded ReRAM test chips at onsemi production fab in Weebit Nano.Innovative Non-Volatile Memory (NVM) technology to be available in 65nm BCD process HOD HASHARON, Israel – October 6, 2025 – Weebit...