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" ... In the second quarter, TSMC’s shipments of chips produced with the relatively advanced 7nm process accounted for 36% of its total semiconductor revenue. Advanced technologies, defined as 16nm or smaller, accounted for 54% of total wafer revenue, the company said. Smaller nm (nanometer) numbers represent more advanced production. ... "
" ... There's a wafer thin margin for manoeuvre between these pillars, but yet it was found, because the Court of Justice declined to kill off an alternative measure for moving data from the EU to the US, called "Standard Contractual Clauses", and while this option still has life in it, we can feel confident that the pragmatist's view of the world will remain ascendant, keeping globalisation alive, which will most likely be represented by national regulators and the courts doing their level best to avoid having to apply the brakes on world trade. ... "
" ... To estimate how the market views pricing as a function of Points/second (PPS), it makes sense to consider other similar optical and semiconductor technologies. For passive infrared cameras, a four-fold increase in the number of pixels (going from a VGA format or 640x512 pixels to an HD format or 1280x1024 pixels) increases the pricing by a factor of ~ 2. Similarly, for fiber optics communications, an increase in data transmission speeds from 2.5 Gb/s to 10 Gb/s, or 10 Gb/s to 40 Gb/s drove a price increase by a factor of ~2. On one hand, customers will never pay 4X for a 4X increase in performance (design change costs are too high). Convincing customers to switch requires a sub-linear price/performance dependence. This is also rational from a cost perspective since semiconductor processing costs scale similarly (a 2X increase in wafer diameter increases cost by 2X and produces 4X the number of pixels). Additionally, optical packaging costs which form a significant portion of the total costs reduce on a pro-rata basis (need one package instead of four). ... "
" ... Trying to make that case when the difference between the Note and the Galaxy S is wafer thin would be a tough sell in a normal year - but in a year with the economic hit that has been delivered by the coronavirus pandemic moving to a yearly flagship with the best of both models makes a lot more sense. ... "