DailyHW — Hardware & Tech Analysis from TaiwanHardware and technology analysis from Taiwan: AI, semiconductors, cloud, PC components, local prices and supply chains.https://dailyhw.com/enTSMC's 2nm is 3% of wafer revenue and will dilute 2H margins by 3-4 points: how a new node's J-curve actually workshttps://dailyhw.com/en/posts/tsmc-n2-first-revenue-margin/https://dailyhw.com/en/posts/tsmc-n2-first-revenue-margin/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.Thu, 06 Aug 2026 00:00:00 GMTZen 6 landed in servers, not desktops: why the AM5 upgrade case now runs through DDR5 priceshttps://dailyhw.com/en/posts/zen-6-ryzen-10000-am5-upgrade/https://dailyhw.com/en/posts/zen-6-ryzen-10000-am5-upgrade/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.Mon, 03 Aug 2026 00:00:00 GMTRTX 5090 hits NT$165,990 in Taiwan: how the AI infrastructure boom reaches a gaming GPUhttps://dailyhw.com/en/posts/rtx-5090-price-surge-taiwan/https://dailyhw.com/en/posts/rtx-5090-price-surge-taiwan/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.Thu, 30 Jul 2026 00:00:00 GMT