Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Sun Tzu who wrote (91603)	2/3/2024 1:46:30 PM
From: Elroy	Read Replies (2) \| Respond to of 95530

how much advantage does the modern equipment provide? We don't know. But..... TSMC sells out it's most modern line widths well in advance of production, companies like QCOM and NVDA are the customers, and NVDA cannot make enough 3nm chips to satisfy demand. So.....the real money (the buyers of the modern stuff) say the modern stuff is worth the outrageous premium prices charged by the chip makers and the chip equipment makers. If it weren't true, NVDA's customers would buy 12nm graphics chips rather than 3nm graphics chips at 20x the cost of the equivalent 12nm chip. Modern stuff sells, so it must give some meaningful advantage.