In 24 months, US hyperscalers will be training models on GPUs/XPUs with 16A proc...

jamiek88 · 2025-09-17T23:58:36 1758153516

I wish I had your confidence being able to forecast 24 months ahead. In 24 months TSMC could be a smoking crater.

There won’t be 16A manufacturing here in the USA.

Probably ever.

We live in extremely dangerous uncertain times.

Any forecast that long is worthless.

UltraSane · 2025-09-18T00:29:10 1758155350

You seem extremely pessimistic. TSMC SoW-X will put an entire wafer worth of chips on a single substrate and be incredibly fast.

xadhominemx · 2025-09-18T19:48:39 1758224919

Why would you say 16A would never be manufactured in the United States? It is of course TSMC’s plan of record.