Latest posts
TSMC's 2nm is 3% of wafer revenue and will dilute 2H margins by 3-4 points: how a new node's J-curve actually works
TSMC guided Q3 gross margin down while raising its full-year growth outlook above 40%. Checked against the primary filings, the most common explanation for the dilution — that yield has not come up yet — is the one TSMC's own statements contradict.
Zen 6 landed in servers, not desktops: why the AM5 upgrade case now runs through DDR5 prices
AMD launched Zen 6 as EPYC 9006. Desktop Ryzen 10000 has no announced specs, date or price. After checking the primary sources, the decision to build now or wait is a memory-price question, not a performance one.
RTX 5090 hits NT$165,990 in Taiwan: how the AI infrastructure boom reaches a gaming GPU
I paid NT$119,000 for an RTX 5090 last November. A Taiwan retail listing now asks NT$165,990. GDDR7 allocation, hyperscaler spending and replacement-cost risk explain the gap.