Hacker News
- The Rising Tide of Semiconductor Cost – It Isn't Transistory https://www.fabricatedknowledge.com/p/the-rising-tide-of-semiconductor 4 comments
- Rising Tide of Semiconductor Costs https://www.fabricatedknowledge.com/p/the-rising-tide-of-semiconductor 7 comments securityanalysis
- Fabricated Knowledge: "The Rising Tide of Semiconductor Cost" https://www.fabricatedknowledge.com/p/the-rising-tide-of-semiconductor 3 comments hardware
Linking pages
- As Moore’s Law Slows, Apple Is Forced To Use Cheaper Chipsets In Non-Pro iPhones https://semianalysis.substack.com/p/as-moores-law-slows-apple-is-forced 119 comments
- Backside Power Delivery and Bold Bets at Intel https://www.fabricatedknowledge.com/p/backside-power-delivery-and-bold 9 comments
- Industry Structure: Fabs are in Favor - LTAs are the Tell https://www.fabricatedknowledge.com/p/industry-structure-fabs-are-in-favor 2 comments
- TSMC Earnings - The Handoff from Mobile to HPC https://www.fabricatedknowledge.com/p/tsmc-earnings-the-handoff-from-mobile 2 comments
- In the Middle of Transition: 2022 Semiconductor Outlook https://www.fabricatedknowledge.com/p/in-the-middle-of-transition-2022 0 comments
Linked pages
- TSMC hikes chip prices up to 20% amid supply shortage - Nikkei Asia https://asia.nikkei.com/Business/Tech/Semiconductors/TSMC-hikes-chip-prices-up-to-20-amid-supply-shortage 603 comments
- https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F505a30e4-733d-49e4-86ea-f074a170373a_684x630.png 58 comments
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