… The report says Grimlock will use TSMC’s A14 process technology. That is the foundry’s 1.4nm-class node, assuming marketing departments have not mugged physics again. TSMC’s A14 is expected to be fighting Chipzilla’s 14A around the same period. …
… That means more than TSMC’s advanced processes and CoWoS packaging. Packaging and testing players such as ASE Technology and Powertech Technology could benefit. …
… Tan reckons Chipzilla will go up against TSMC’s 1.4nm technology at the same time. …
… Being first with flash process technology means less when too many chips come out of the fab looking like expensive coasters. Reports suggest Samsung’s 2nm GAA yields have not yet moved past 60 per cent. To tempt customers away from TSMC, that figure probably needs to reach at least 70 per cent. …