TSMC, ASML, and High NA EUV

21/9/2026

Supply Chained

0:00

16:39

Jon & Tim discuss something even more awesome and challenging than EUV.

Altri episodi di "Supply Chained"

Hon Hai Tech Day: What’s Foxconn Working on These Days?
10/11/2026
25:38
Tim & Jon discuss Foxconn’s innovation & public image as it seeks to engage with the outside world.
High-Bandwidth Flash
3/11/2026
19:59
Tim & Jon look at the strengths and shortcomings of a new alternative to HBM
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Jon Goes to Semicon
27/10/2026
18:05
Jon & Tim take a look at Semicon West, and reveal what Jon told the audience
The Terafab Kerfuffle: Tim's Scoop Caused a Stir, But What's Next for the Epic Fab?
20/10/2026
22:06
Tim & Jon discuss fanciful ideas like Terafab, Flying Cars and Elon Musk agreeing to share
Anthropic IPO: Parsing the Prospectus Leak Reports
13/10/2026
26:26
Tim & Jon examine the early data and recall a vaguely familiar time when IPOs were hot
Supply Chains & Mother Nature: When Thai Floods Hit HDDs
6/10/2026
17:54
Tim & Jon recall the year massive floods hit Thailand, and the lessons to be learnt for the supply-chained
Adventures in Chip Design
29/9/2026
15:59
Jon & Tim discuss advances in AI-systems for designing chips, and where they still fall short.
TSMC, ASML, and High NA EUV
21/9/2026
16:39
Jon & Tim discuss something even more awesome and challenging than EUV.
Hot Chips and SEMICON Taiwan
15/9/2026
22:29
Tim & Jon share spicy takes from the two hottest chip events on the calendar.
The Myth of Micron: Not so American After All
8/9/2026
18:36
Jon & Tim discuss how Micron zigged when peers zagged, and the "Myth of Micron".

Altri episodi

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TSMC, ASML, and High NA EUV

Supply Chained

Altri episodi di "Supply Chained"

Hon Hai Tech Day: What’s Foxconn Working on These Days?

High-Bandwidth Flash

Jon Goes to Semicon

The Terafab Kerfuffle: Tim's Scoop Caused a Stir, But What's Next for the Epic Fab?

Anthropic IPO: Parsing the Prospectus Leak Reports

Supply Chains & Mother Nature: When Thai Floods Hit HDDs

Adventures in Chip Design

TSMC, ASML, and High NA EUV

Hot Chips and SEMICON Taiwan

The Myth of Micron: Not so American After All