The Ledger
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Rosenthal: TSMC will likely be sole manufacturer at 3nm node
“So, very likely in the next process, it's just going to be TSMC.”
TSMC and Aramco are the only non-US West Coast trillion-dollar firms
“They and Saudi Aramco are the only trillion dollar companies in the world that are not located on the west coast of the United States.”
TSMC is spending $12 billion in Arizona for non-leading-edge fabs
“They are spending, I think, twelve billion dollars this year to start a plant in Arizona, which will not be the three nanometer, I don't even think it'll be the five nanometer.”
Nvidia split consumer and data center GPU architectures in September 2022
“Up until NVIDIA's current GPU generation, the hopper generation of GPUs for the data center, there was only one GPU architecture at NVIDIA, and that same architecture and those same chips from the same wafers made at TSMC, some of them went to consumer gaming …”