| From: BeenRetired | 4/10/2021 8:06:19 AM | | | | | | TSMC CC: We're very, very big into Shrink n Stack...
Finally, I will talk about TSMC's 3D fabric. TSMC has developed an industry-leading and comprehensive wafer-level 3DIC technology roadmap to enhance system-level performance. Our differentiated chiplet and heterogeneous integration technologies drive better power efficiency, as smaller form factor benefit for our customer, while shortening their time to market. This technology, including CHIPS stake in solution, such as SoIC, as well as our advanced packaging solutions, such as InFO and CoWoS. We observe chiplets are becoming an industry trend. We are working with several customers on 3D fabric to enable chiplet architecture. SoIC's full volume production is targeted in 2022. SoIC is expected to be first adopted by HPC applications, where bandwidth performance, power efficiency and form factor are aggressively pursued. We expect revenue from our back-end services, which include InFO's advanced packaging and testing to grow at a rate higher than corporate average in the next few years.
P.S.
Shrink n Stack
Silicon Brain.
Quantum Computing.
It's JUST started!!!
ASML. |
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| From: BeenRetired | 4/10/2021 8:27:45 AM | | | | | | TSMC CC: "cost per transistor actually start continue to decrease"...
EUV ROI.
NOT EUV ASP*.
ASML
Jeff Su -- Director of Investor Relations
Okay, Sunny. So your first question is on 3-nanometer, you want to know the visibility into customer adoption of 3-nanometer into second half 2022 and how does it compare to 5-nanometer or prior nodes, and also the cost per transistor at 3-nanometer, is it still declining?
C.C. Wei -- Chief Executive Officer
Let me answer that. The cost per transistor actually start continue to decrease. But for your question about engagement, we said the customer -- we see a lot of customer, especially from the HPC field, they are engaged with their activity with TSMC.
*Yet clown shills/"experts" all consumed by "high" price.
clowns...
With big strides still to be made.
ASML |
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| From: BeenRetired | 4/10/2021 8:33:51 AM | | | | | | TSMC CC: 5nm demand "very strong, stronger than we expected 3 months ago"...
Wendell Huang -- Vice President, Finance and Chief Financial Officer
Laura, let me add some colors. I think our business has been driven in the past few years by smartphones. Starting from this year on, the HPC also jump on the wagons. And therefore, we looking -- forward looking, we see the traditional seasonality can be moderated with multiple big customer in multiple market segments. So that's our confidence. The other confidence is, our capex includes 3-nanometer, also 5-nanometer. Our 5-nanometer is also very strong, stronger than we expected three months ago. So those two combined to give us the confidence to increase our capex. |
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| From: BeenRetired | 4/10/2021 8:41:13 AM | | | | | | TSMC CC: "moving some of their mature node to more advanced node"...
Decision making will ALWAYS move closer to the End Point.
Here, history DOES repeat.
Bits ONLY soar from here.
ONLY the terminally stupid don't get it.
ASML
Jeff Su -- Director of Investor Relations
Okay. So, Robert, your question is on the tightness or shortage in the wafer. He is asking, is it at particular nodes such as 65-nanometer and 90-nanometer, 0.13, how short it is and how long it will last?
C.C. Wei -- Chief Executive Officer
Robert, most of the shortage actually is in the mature node. It's not in the 3 -- not in the 5 or 7-nanometer per se---That's simply a crock. See top of food chain Apple---. But in all the mature node, especially in 0.13 [Phonetic] micron, 40-nanometer, and 55-nanometer, in those areas.
Jeff Su -- Director of Investor Relations
Okay?
Robert Sanders -- Deutsche Bank -- Analyst
Can I just follow-up with -- one follow-up, which is just -- you haven't traditionally built capacity there, but they could become part dependencies for the industry if they are continuing to be short. So, would you actually consider building greenfield to help the industry or you think that other foundries will handle that?
Jeff Su -- Director of Investor Relations
So, Robert, your follow-up question is then, given the shortage or tightness on some of these mature nodes, will we consider to expand, build new capacity at these mature nodes to alleviate any potential bottleneck risk?
C.C. Wei -- Chief Executive Officer
Well, actually, we are working with customer closely and moving some of their mature node to more advanced node where we have better capacity to support them. In addition to that, we also try to manage this shortage condition, try to mitigate the impact from this shortage. |
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| From: BeenRetired | 4/10/2021 8:50:31 AM | | | | | | TSMC CC: No one discloses anything about EUV...
Krish Sankar -- Cowen and Company -- Analyst
Yeah. Hi, thanks for taking my question. I also had two on capex. Number one, pretty nice step up in capex this year from last year. Is it fair to assume your investment in EUV is also up this year relative to last year? And then I had a follow-up.
Jeff Su -- Director of Investor Relations
Okay. So Krish's first question is that, with our increase in capex guidance -- that we guided for in 2021 versus 2020 being an increase, does that also mean an increase in the capex we spend on EUV?
Wendell Huang -- Vice President, Finance and Chief Financial Officer
No, we do not disclose that details. |
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| From: BeenRetired | 4/10/2021 8:55:24 AM | | | | | | TSMC CC: ~5 years of bigly elevated CapEx. Read NXE & EXE + eScan...
Jeff Su -- Director of Investor Relations
Okay. So Krish's second question is in terms of capital intensity, with the capital intensity or capex per K at 3-nanometer being higher, and then we have the long-term capital intensity returning to mid-30s. He wants to know when will we return to mid-30s capital intensity level? Is that correct, Krish?
Krish Sankar -- Cowen and Company -- Analyst
Yes. Thank you, Jeff. Yes.
Wendell Huang -- Vice President, Finance and Chief Financial Officer
Yeah. We mean long-term meaning three to five years. I think 2010 to 2014 can be an example. During that period of time, the capital intensity rose from 38% to 50%, maintaining at high-40s for a couple of years and came down afterwards. Something like that should be a reference. |
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| From: BeenRetired | 4/10/2021 9:05:06 AM | | | | | | What part of en fuego chips doesn't slime street get?
The recent coordinated manipulation of rates, oil, VIX and Tech rapidly collapsed.
Fact heap is quite high for Tech.
ASML sits atop. |
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| From: BeenRetired | 4/10/2021 9:53:49 AM | | | | | | AMD Ryzen 5 5600X Stock Tracker — Where to Buy AMD's 6-Core CPU
By Jason England 20 hours ago
Here's where you can buy AMD's excellent mid-range Zen 3 CPU.
Finding an AMD Ryzen 5 5600X available at (or even close) to its $299 MSRP these days makes you about as lucky as Indiana Jones picking the Holy Grail on his first try. This processor has become an incredibly popular choice for anyone looking to grab a no-compromise gaming chip on a budget, which means there's plenty of competition for its limited stock.
Earning 4.5 stars in our AMD Ryzen 5 5600X review, this chip is so highly sought after, because of its strong single- and multi-threaded performance, leading power efficiency and PCIe Gen4 support. It also features stellar thermals, a bundled cooler and overclocking capability, so there’s a lot to love here.
While certain other Ryzen chips, like the Ryzen 7 5800X, are more frequently in stock now, it can feel next to impossible to find this lower-priced chip without a more eagle-eyed lookout. But we can help with that by showing you all the places you can pick one up and giving you some tips about when the retailers usually restock.
P.S.
After more than a year reading about Leading Edge extreme shortages and rapacious pricing, TSMC saying shortage mainly at lagging edge is total hooey. A VERY good thing.
My WAG?
Gonna see demand skyrocket way more with DDR5 and PCIe 5.
Ditto again with 3nm.
JUST the start.
ASML |
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| From: BeenRetired | 4/10/2021 2:54:20 PM | | | | | | Samsung offers 5G for under $300
by NICK FARRELL
on08 APRIL 2021
Samsung has announced a large Galaxy A update, with five new phones.
The Galaxy A12 ($109.99), Galaxy A02s ($179.99), Galaxy A32 5G ($299.99), Galaxy A42 5G ($399.99) and Galaxy A52 5G (499.99).
The Galaxy A Series covers every market segment and gives excellent options for every budget.
At the entry level, the Galaxy A12 is affordable and represents a big win for MediaTek, which supplies the Galaxy A12’s computing platform. The Galaxy A32 5G is another big win. It has a MediaTek Dimensity 720.
The Galaxy A12, Galaxy A42 5G, and Galaxy A52 5G are powered by the Qualcomm Snapdragon 450 and 750G.
The Galaxy A32 5G and Galaxy A52 5G are interesting because for $299.99 A32 5G you get Samsung’s most affordable 5G phone. It also has all the basics really well: triple camera, huge battery and extensible storage via microSD.
The Galaxy A52 5G has high-end features such as a 120Hz display, a quad-camera (with optical image stabilization), fast charging, and a waterproof chassis in the sub-$500 market.
For $700, the Galaxy S20 FE (Fan Edition) has a formidable value proposition as well and is worth considering. The Galaxy A phones will start selling tomorrow. |
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| From: BeenRetired | 4/11/2021 6:23:54 AM | | | | | | 3 [5nm 5G] iPhone 12 phones contribute to 71% of Apple sales in Jan
Three iPhone 12 series smartphones (12, 12 Pro and 12 Pro Max) have contributed to 71 per cent of Apples total sales for the month of January, as the tech giant grabbed six places in the global top 10 best-selling smartphones list.
New Delhi: Three iPhone 12 series smartphones (12, 12 Pro and 12 Pro Max) have contributed to 71 per cent of Apples total sales for the month of January, as the tech giant grabbed six places in the global top 10 best-selling smartphones list.
The Apple iPhone 12 led the list followed by the iPhone 12 Pro and iPhone 12 Pro Max, according to Counterpoint Research's 'Market Pulse' report.
There was a pent-up demand for 5G upgrades within the iOS base which, along with strong carrier promotions, resulted in robust sales for the iPhone 12 series.
"Besides, Apple launched the new iPhone series later than the usual date, resulting in strong demand for these models spilling over into January," the report said late on Saturday.
Nearly one-third of Apple's sales for the iPhone 12 series came from the US due to strong carrier promotions and 5G demand.
"The iPhone 12 Pro Max was the top-selling model in the US, as consumers preferred the high-end version. Old models iPhone SE 2020 and iPhone 11 also continued to do well," the report mentioned.
The iPhone 12 mini made it to the top 10 list, trailing the other iPhone 12 series models as well as the iPhone 11.
"The iPhone 12 mini, which offers specs similar to that of the iPhone 12 at a lower price, failed to attract buyers because of a smaller display and lower battery capacity".
The sub-$150 devices Redmi 9A and Redmi 9 managed to grab fifth and sixth spots, respectively, in January.
These smartphones together contributed a 25 per cent share to Xiaomi's total sales for the month which is gradually expanding its share in the Middle East and Africa ( MEA) region.
Samsung's Galaxy A21s managed to maintain its position in the top 10 list.
The Galaxy A31, the other Samsung model in the top 10, entered the list for the first time.
"Samsung is aggressively promoting the Galaxy A series. It comes with a premium design, fresh colours and latest specs at affordable prices," the report noted.
Through the A series, Samsung is also looking to attract the users of Honor devices, present in sizeable numbers in Europe, Latin America, South East Asia and MEA. |
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