TSMC's 3nm Chip Capacity Has Become So Constrained That Only "Long-Term, Loyal" Customers Are Getting Priority
… His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. …
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AMD EPYC Venice Reportedly Combines TSMC N2P and N2 CCD Designs
… According to information shared by hardware source HXL @9550pro , the standard version of EPYC Venice is expected to use CCDs manufactured on TSMC’s N2P process technology, while higher-density variants will rely on CCDs built using the standard N2 node. …
Intel’s Panther Lake & Nova Lake CPUs Are Expected To Bring the Company 'Back in the Game' as Team Blue Shows Renewed Confidence in Its PC Roadmap
… His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. …
Intel Reportedly Draws Interest From AMD and NVIDIA in Its 14A Process for Server Offerings, as External Customers Start to Line Up
… His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. …
Intel Is the "Insurance Policy" For Every US Fabless Chip Firms Like Apple, NVIDIA & AMD Against Supply Risks Around TSMC, Says Renowned Analyst
… His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. …
Intel, AMD Reportedly Fighting for Capacity at TSMC
… This opened an obvious hole in TSMC's capacity utilization that Intel, apparently, will be happy to fill. TSMC announced their 6nm process last year, it typically takes about 12 months to ramp up for volume manufacturing, and that means the node could be ready for production soon. …
TSMC's Arizona Fabs Are So Overbooked That Customers Are Already Reserving Capacity That Hasn't Even Been Built Yet
… His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. …
Just as Intel’s CPUs Looked Promising With Arrow Lake Refresh, Fresh Price Hikes Might Put Them Out of Reach for Gamers
… His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. …
Intel Rumored to Power Google’s Next-Gen TPUs With Its EMIB Packaging, as the Technology Gains Massive Attention Across the AI Industry
… His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. …
Future of Computing: AMD Confirms Zen 6 (2nm) & Zen 7 With Powerful New AI
… Zen 6 is lined up for a 2026 launch and will be leveraging TSMC's top-of-the-line 2nm process technology . …