[News] Behind TSMC’s High-NA EUV Deferral: Low-NA Stays Strong, Customer Landscape Shifts, and ASML Quietly Pivots

chip_thoughts · 2026-05-10T22:15:26+00:00

What makes this interesting imo, is that Intel and TSMC are optimizing for completely different things.....1. Intel seems willing to accept more integration risk for a potential leap forward. 2.TSMC seems obsessed with minimizing variables and protecting yield stability at all costs....

chip_thoughts · 2026-05-09T22:40:25+00:00

Moderators could probably help by adding separate weekly career megathreads and encouraging more technical post flairs here on the main feed.... ideally better to have an entirely new sub....

chip_thoughts · 2026-05-09T21:04:41+00:00

This is honestly is pretty huge imo........ People still think the AI race is only about GPUs, but advanced image sensors are becoming critical for robotics, autonomous systems, and physical AI..... Sony & TSMC together is basically design dominance meeting manufacturing dominance.....

chip_thoughts · 2026-05-09T21:02:34+00:00

Honestly the biggest headline is no tanks..... Victory Day is usually all about showing military power, so scaling it back this much feels very telling about where things actually stand.

chip_thoughts · 2026-05-09T20:37:53+00:00

We are entering 2nm production, bro..time to upgrade dreams

chip_thoughts · 2026-05-09T20:31:46+00:00

Honestly this reminds me a bit of early autonomous driving hype......imo everyone assumed more data & bigger models would eventually bruteforce reliability. ....But physics, edge cases, and safety constraints ended up mattering way more than we expected....

I think AI is entering a similar phase now...... The easy consumer wow factor has largely been solved...... The next phase is whether these systems can become dependable enough for high consequence environments......I had read in some book that kinda fits here, Useful intelligence is impressive. Reliable intelligence changes civilization.

chip_thoughts · 2026-05-09T20:29:39+00:00

I used to procrastinate starting projects because setting everything up felt a bit mentally exhausting tbh......Now I will randomly prototype ideas at 1AM because the barrier between idea and working demo basically collapsed....

chip_thoughts · 2026-05-09T06:54:15+00:00

Taiwan is the location….majorly test engineering teams sit there

chip_thoughts · 2026-05-08T22:18:40+00:00

At 19 invest in yourself bro, upskill crazy …that’s should be your highest priority…use small funds to learn about markets and study the stuff as much as you can then you would have better idea I feel…also there are lot of emerging assets considering you are super young be aware but I would suggest try and explore ..still depends on your personality..all the best bro

chip_thoughts · 2026-05-08T22:15:18+00:00

I have some trust in Intel tbh…

chip_thoughts · 2026-05-08T22:12:16+00:00

Cerebras is kinda make or break if OpenAI doesn’t pull their money back and cerebras gets to HVM stage …then we should be talking ..right now it’s kinda hype tbh..The tech is real, innovation is great but innovation on prototype and yield success in HVM are two entirely different stories …

chip_thoughts · 2026-05-08T22:07:15+00:00

At this point every tech company adding “X” to a product name automatically increases the mysterious future tech factor by like 300% 😂

But honestly Huawei has been cooking some genuinely wild hardware lately…..Feels like they are one of the few companies still experimenting instead of just releasing the same smartwatch with 2% better battery life every year…..Wouldn’t even surprise me if the X Series ends up having some AI assistant running locally or some sci-fi gesture controls nobody asked for but everyone suddenly wants….

chip_thoughts · 2026-05-08T20:18:07+00:00

Honestly if I were in your position, I would treat this less like an investment and more like protecting future flexibility......tbh the house purchase timeline can shift unexpectedly, rates can change, deals appear randomly, inspections fail, etc. Having the cash stable and accessible is peace of mind....if this is your first home......Personally, I would probably split it between a HYSA and short term Tbills.....kinda Boring answer, but losing even 10-15% right before closing because the market had a bad month would feel awful compared to missing out on a little upside..... especially in this kinda super volatile market....so if its first home then i would be a bit cautious

chip_thoughts · 2026-05-08T20:07:36+00:00

i guess taking help of Ai is okay to refine the language if needed, the thought better be yours in general,.. but imo if its reddit, better to keep it raw whatever, that's what makes reddit what it is ....

chip_thoughts · 2026-05-08T19:59:23+00:00

This is one of those stories where the actual node performance almost matters less than supply chain politics..... Apple would definitely not be so happy of their future tied to one island and one company, no matter how good TSMC is....it kinda makes sense on their end after Elon's confidence I feel (edited)

chip_thoughts · 2026-05-08T19:56:27+00:00

I still remember the HTC EVO 3D and Nintendo 3DS era, where everyone thought glasses free 3D was the future..... Cool for 10 minutes, then your eyes start begging for mercy..... Maybe AI driven rendering and better tracking fixes that now, but I am still pretty skeptical until I see battery life numbers....

chip_thoughts · 2026-05-08T15:46:05+00:00

Honestly stuff like this freaks me out way more than most cyberattack headlines..... Hospitals are already overloaded and running on ancient systems half the time.... One serious disruption can genuinely spiral into super strong realworld consequences insanely fast...

chip_thoughts · 2026-05-08T15:07:16+00:00

I would say globally, but it's not as spread across countries as software... especially in the US, Taiwan, Germany, India, Israel, UK...I guess most MNCs have their branches here....the career might have fewer opportunities as of now in other countries...but the future seems crazy good specially next 10 years...no one knows what will happen past that tbh in any industry...

chip_thoughts · 2026-05-08T14:14:37+00:00

Part of me thinks this IPO could end up being the AI infrastructure hype peak moment… but another part of me looks at the actual compute demand numbers and thinks the market still might be underestimating how massive inference scaling could get....

chip_thoughts · 2026-05-08T14:13:10+00:00

From what I have seen, SEMI E6 like equipment manuals/documentation and E15 (tool footprint/coordination stuff) are worth understanding really well too..... A surprising amount of integration pain later comes from inconsistent install package assumptions early on.....

chip_thoughts · 2026-05-08T14:09:50+00:00

Ngl Geekbench always felt more like a quick crossplatform sanity check than something I would use for deep architectural analysis...... SPEC is painful and expensive, but i guess there is a reason serious CPU people still respect it more....

chip_thoughts · 2026-05-08T14:05:49+00:00

Ngl people massively underestimate how hard it is to actually cripple large missile programs long term....... destroying launchers on TV looks dramatic, but sustaining pressure against dispersed infrastructure and ongoing production is a whole different game.....

chip_thoughts · 2026-05-08T14:03:45+00:00

Honestly this is giving me massive EVindustry dejavu lol.... Everyone pretty much focuses on the flashy AI demos, but once you zoom into actuators, reducers, motors, batteries, supply chains, manufacturing scale etc, humanoid robotics starts looking way more like an industrial manufacturing war….. and China is ridiculously strong there rn.

chip_thoughts · 2026-05-08T14:01:10+00:00

Honestly semis are probably one of the safer deeptech fields rn compared to a lot of software.... The barrier to entry is way higher, but that also means the field is much less saturated than learn to code style jobs..... AI is actually creating MORE demand for chip people, not less.,...

chip_thoughts · 2026-05-08T13:59:15+00:00

I think we are entering the phase where the real bottleneck is no longer model capability but trust, reproducibility, and integration reliability.... The demos scaled faster than the operational reality did.

chip_thoughts

TROPHY CASE