Rekall Incorporated@piefed.socialM to

Hardware@lemmy.worldEnglish · 3 months ago

Apple-TSMC: The Partnership That Built Modern Semiconductors

newsletter.semianalysis.com

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Apple-TSMC: The Partnership That Built Modern Semiconductors

newsletter.semianalysis.com

Rekall Incorporated@piefed.socialM to

Hardware@lemmy.worldEnglish · 3 months ago

2

Wafer demand model, node economics, and the shifting power dynamics as AI reshapes the foundry landscape

Wafer demand model, node economics, and the shifting power dynamics as AI reshapes the foundry landscape

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Shadow@lemmy.ca
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3 months ago
100%. The tsmc episode on the acquired podcast was pretty interesting, worth a listen.

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