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Are TSMCs packaging services higher or lower margin than chip production? I believe TSMC has greatly expanded packaging in recent...
Oct 6, 2025
Well, if you look at TSMC's Gross Margins:
Given TSMC has 90%+ market share at 3nm and 2nm I would say prices are reasonable.
Oct 6, 2025
Not one of my top ten semiconductor CEOs, not even close.
Oct 6, 2025
I think this CEO should turn his face to people who are actually involved in the manufacturing industry in Europe and the United States...
Oct 6, 2025
A
I don't think he has been to any Intel fabs cause Intel fabs operate 24X7 from what i know.
Oct 6, 2025
A
Tenstorrent is 10 years old, has raised more than $1B and current revenue cannot even cover the 1k employee burn rate. What position are...
Oct 6, 2025
A
This is interesting news because Tenstorrent was one of the Rapidus 2nm clients announced or mentioned between 2023 and 2024. Now...
Oct 6, 2025
T
Here is Ian Cutress's take on it:
https://morethanmoore.substack.com/p/intel-foundry-realigning-the-money
Not 100% correct but very...
Oct 6, 2025
B
If OpenAI’s monetization doesn’t materialize, this whole bubble is going up in spectacular flames. They are the keystone of a very, very...
Oct 6, 2025
T
We'll have to look at the 18A vs N2 pitches (gate, metal) when they are shown.
Oct 6, 2025
In addition to SK hynix, I believe Micron also provides HBM memory to TSMC’s customers for packaging at TSMC.
I also believe Samsung, a...
Oct 6, 2025
T
This is a common misunderstanding. Putting aside the transistor variation/process maturity part of the equation limiting frequency, SRAM...
Oct 6, 2025
T
Definitely, great post.
Intel can do HNA EUV chiplets and claim first to production. TSMC will have to do Apple SoCs which are much...
Oct 6, 2025
T
I don't really see the situations as similar. 10nm was designed with the intent of never inserting EUV (which fair enough because they...
Oct 6, 2025
T
I remember Intel being hailed as an EUV pioneer at the SPIE conferences in the 2010s. Intel received the first EUV system in 2013 and...
Oct 6, 2025
Xebec replied to the thread TSMC Price Hikes End the Era of Cheap Transistors.Are TSMCs packaging services higher or lower margin than chip production? I believe TSMC has greatly expanded packaging in recent...
hist78 reacted to Daniel Nenni's post in the thread TSMC Price Hikes End the Era of Cheap Transistors with
Like.
Well, if you look at TSMC's Gross Margins: Given TSMC has 90%+ market share at 3nm and 2nm I would say prices are reasonable.