TSM

4 claims

• guest (Chris Auth, Intel process development) 15:04
  Intel's process lead says backside power lets 14A use High-NA EUV in a single pass, while TSMC without backside power would still need double-patterned EUV.
  INTCTSMASML novelty 2/3 · verifiable 2/3
  Dwarkesh Podcast · What will computer chips look like in 2045? · 2026-10-22 · 2026-10-17-weekly
• guest (Intel CTO Pushkar Ranade) 56:08
  Intel's CTO says Intel is already within a few percent of TSMC on performance, power or density and that the remaining gap is wafer scale.
  INTCTSM novelty 1/3 · verifiable 2/3
  Dwarkesh Podcast · What will computer chips look like in 2045? · 2026-10-22 · 2026-10-17-weekly
• host 2:22
  TSMC's CEO said on its earnings call that TSMC is looking at Texas and talking to Terafab about using some of its spare capacity.
  TSMTerafab novelty 2/3 · verifiable 3/3
  Supply Chained · The Terafab Kerfuffle: Tim's Scoop Caused a Stir, But What's Next for the Epic Fab? · 2026-10-20 · 2026-10-17-weekly
• host 11:25
  TSMC said on its earnings call that it sends its own employees to data centers to check how far along they are.
  TSM novelty 2/3 · verifiable 3/3
  The Circuit · WFE to the Moon (Still), Semicon West and OCP Insights · 2026-10-19 · 2026-10-17-weekly