Hacker News
- TSMC’s 3nm Conundrum, Does It Even Make Sense? https://www.semianalysis.com/p/tsmcs-3nm-conundrum-does-it-even 3 comments
- TSMC’s 3nm Conundrum, Does It Even Make Sense? – N3 & N3E Process Technology & Cost Detailed https://www.semianalysis.com/p/tsmcs-3nm-conundrum-does-it-even 31 comments hardware
Linking pages
- TSMC Expected to Charge $25,000 per 2nm Wafer | Tom's Hardware https://www.tomshardware.com/news/tsmc-expected-to-charge-25000usd-per-2nm-wafer 264 comments
- How Nvidia’s CUDA Monopoly In Machine Learning Is Breaking - OpenAI Triton And PyTorch 2.0 https://www.semianalysis.com/p/nvidiaopenaitritonpytorch 112 comments
- Rebuilding Intel – Foundry vs IDM Decades of Inefficiencies Unraveled https://www.semianalysis.com/p/rebuilding-intel-foundry-vs-idm-decades 60 comments
- TSMC Says They Will Sidestep The Recession – 2023 Outlook, Q4 2022 Earnings https://open.substack.com/pub/semianalysis/p/tsmc-says-they-will-sidestep-the 29 comments
- Ventana RISC-V CPUs Beating Next Generation Intel Sapphire Rapids! – Overview of 13 RISC-V Companies, CPUs, and Ecosystem https://www.semianalysis.com/p/ventana-risc-v-cpus-beating-next 26 comments
- Nvidia B100, B200, GB200 - COGS, Pricing, Margins, Ramp - Oberon, Umbriel, Miranda https://www.semianalysis.com/p/nvidia-b100-b200-gb200-cogs-pricing 19 comments
- Is Intel Back? Foundry & Product Resurgence Measured https://www.semianalysis.com/p/is-intel-back-foundry-and-product 16 comments
- TSMC 3nm FinFlex + Self-Aligned Contacts, Intel EMIB 3 + Foveros Direct, AMD Yield Issues, IBM Vertical Transport FET (VTFET) + RU Interconnects, CFET, Sequential Stacking, Samsung Yield, and more https://www.semianalysis.com/p/iedm2022p1 13 comments
- Will Stone Replace Steel and Concrete? - by Brian Potter https://www.construction-physics.com/p/will-stone-replace-steel-and-concrete 8 comments
- TSMC Says They Will Sidestep The Recession – 2023 Outlook, Q4 2022 Earnings https://www.semianalysis.com/p/tsmc-says-they-will-sidestep-the 2 comments
- Rebuilding Intel – Foundry vs IDM Decades of Inefficiencies Unraveled https://open.substack.com/pub/semianalysis/p/rebuilding-intel-foundry-vs-idm-decades?r=6gq23 1 comment
- EUV Requirements Halved? Applied Materials' Scuplta Redefines Lithography And Patterning Market https://www.semianalysis.com/p/euv-requirements-halved-applied-materials 0 comments
- On Device AI – Double-Edged Sword https://www.semianalysis.com/p/on-device-ai-double-edged-sword 0 comments
- Nvidia Blackwell Perf TCO Analysis - B100 vs B200 vs GB200NVL72 https://www.semianalysis.com/p/nvidia-blackwell-perf-tco-analysis 0 comments
- Is Intel Back? Foundry & Product Resurgence Measured https://open.substack.com/pub/semianalysis/p/is-intel-back-foundry-and-product?r=6gq23 0 comments
Linked pages
- The TRUTH of TSMC 5nm - by SkyJuice - Angstronomics https://www.angstronomics.com/p/the-truth-of-tsmc-5nm 106 comments
- https://pr.tsmc.com/english/news/2977 20 comments
- iPhone 14 teardown reveals parts 20% costlier than previous model - Nikkei Asia https://asia.nikkei.com/Business/Technology/iPhone-14-teardown-reveals-parts-20-costlier-than-previous-model 19 comments
- https://pr.tsmc.com/english/news/2874 18 comments
- https://pr.tsmc.com/english/news/2033 4 comments
- Marvell's Vision – Custom Silicon, CXL, DPUs, Ethernet, Optical, Telecom, Storage, Automotive, SerDes, 2025 Revenue & EPS https://www.semianalysis.com/p/marvelldeepdive2022 2 comments
- Advanced Packaging Part 1 – Pad Limited Designs, Breakdown Of Economic Semiconductor Scaling, Heterogeneous Compute, and Chiplets https://www.semianalysis.com/p/advanced-packaging-part-1-pad-limited 0 comments
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