Rekall Incorporated@piefed.social to Hardware@lemmy.worldEnglish · 3 days 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.social to Hardware@lemmy.worldEnglish · 3 days agomessage-square2linkfedilinkfile-text
Wafer demand model, node economics, and the shifting power dynamics as AI reshapes the foundry landscape
minus-squareShadow@lemmy.calinkfedilinkEnglisharrow-up3·3 days 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.