Rekall Incorporated@piefed.socialM to Hardware@lemmy.worldEnglish · 1 month agoApple-TSMC: The Partnership That Built Modern Semiconductorsnewsletter.semianalysis.comexternal-linkmessage-square2linkfedilinkarrow-up110arrow-down13file-text
arrow-up17arrow-down1external-linkApple-TSMC: The Partnership That Built Modern Semiconductorsnewsletter.semianalysis.comRekall Incorporated@piefed.socialM to Hardware@lemmy.worldEnglish · 1 month agomessage-square2linkfedilinkfile-text
Wafer demand model, node economics, and the shifting power dynamics as AI reshapes the foundry landscape
minus-squareShadowAlinkfedilinkEnglisharrow-up3·1 month ago100%. The tsmc episode on the acquired podcast was pretty interesting, worth a listen.
100%. The tsmc episode on the acquired podcast was pretty interesting, worth a listen.