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Poor TSMC (and ASML)! They were already struggling with capacity to fulfill orders from their established customers. With ARM now joining the party, I don't kno
by ahmedfromtunis 7mo ago
Poor TSMC (and ASML)! They were already struggling with capacity to fulfill orders from their established customers. With ARM now joining the party, I don't know how they're going to cope.
Edit: The new CPU will be built with the soon-to-be-former leading edge process of 3nm lithography.
- bigyabai 7mo agoTSMC has multiple fabs being constructed, they'll be okay. The biggest losers here are AMD, Intel and Apple who will be forced to pay AI-hype prices to mass-produce boring consumer hardware.