leamAs a écrit :
Sinon les semis sont toujours bullish au-delà de la conjoncture actuelle : @dnystedt Rumor: TSMC could begin 2nm mass production at two Taiwan fabs by the end of this year, in Hsinchu and Kaohsiung, which could see sales in the 3rd and 4th quarter each top NT$1 trillion, media report. Pilot production in the Hsinchu fab exceeded expectations, so mass production will begin a quarter ahead of schedule, while progress at the Kaohsiung fab is going well. Prior estimates had put 2nm mass production in Hsinchu in the 2nd half of 2025, and Kaohsiung in 2026. https://x.com/dnystedt/status/1906525372856103052 @rohanjamin The 4o image gen demand has been absolutely incredible. Been super fun to watch the Sora feed fill up with great content . Our GPUs are also melting in Sora land unfortunately so you may see longer wait times / capacity issues over coming days. We’ll be working hard to get back into a healthy state.
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