Agreed TSMC can do whatever they want. in 2027 no other fabs will match what tsm...

high_na_euv · 2026-01-15T20:28:32 1768508912

As of today Intel is very around leading node

girvo · 2026-01-15T21:44:03 1768513443

I'll believe it when I see it (at scale). I hope 18A is good enough as competition is good, and a weak Intel is bad for us all.

high_na_euv · 2026-01-16T09:21:21 1768555281

PTL is already released, on shelves in like 2 weeks.

girvo · 2026-01-16T09:36:48 1768556208

Yes and it’s looking promising, but one mobile processor does not prove a nodes success at scale.

It definitely implies it though, I’m hopeful that competition is back.

bethekidyouwant · 2026-01-16T16:55:48 1768582548

Damn, you would think it would be priced in…

high_na_euv · 2026-01-19T10:53:38 1768820018

It is slowly being priced

MangoCoffee · 2026-01-15T23:47:27 1768520847

yield is more important than leading node.

thiago_fm · 2026-01-16T16:04:44 1768579484

Yes and no. Sunk cost.

They are always balls deep, if it takes them 2 years to get a TSMC yield, with as much as demand it exists for high-end fabs, they could already easily get financing to already build even more capacity.

Now they have literally the US government as an investor.

One would be naive to believe that they wouldn't get at least a few hundred billion dollars to scale it up given the so many risks involved in most of US tech sector being dependent on Taiwan.

high_na_euv · 2026-01-16T09:21:36 1768555296

Both are important