Comments on: No Slowdown At TSMC, Thanks To The AI Gold Rush https://www.nextplatform.com/2024/10/17/no-slowdown-at-tsmc-thanks-to-the-ai-gold-rush/ In-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Tue, 29 Oct 2024 16:34:22 +0000 hourly 1 https://wordpress.org/?v=6.7.1 By: Hubert https://www.nextplatform.com/2024/10/17/no-slowdown-at-tsmc-thanks-to-the-ai-gold-rush/#comment-237824 Fri, 18 Oct 2024 14:35:52 +0000 https://www.nextplatform.com/?p=144852#comment-237824 Great to see that TSMC’s 1K-12″-eqs wafer shipments (3rd chart in the article) continue to recover nicely from their “What The Heck???” trough of Q2 2023 ( https://www.nextplatform.com/2023/07/21/ai-is-a-modest-but-important-slice-of-tsmcs-business/ )!

At 3,300 (eyeballed) they haven’t quite made 8^q (unusual name)’s non-AI crystal ball predictions of 3,500 — but are real close now … (revenues recovered much faster!).

It’ll be interesting to see how the High-NA EUV tech plays out in upcoming years, with Intel rumored to have bought all such machines built by ASML in 2024, for 14Å chip production in 2026-2027 (a potential wandering black hole for competitors?).

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