Dan Nystedt(@dnystedt):Cerebras Systems CEO Andrew Feldman listed 2 key advantages over rivals, media report: -It uses TSMC’s 5nm process to manufacture its chips, with plentiful supply, in contrast to 3nm and 2nm production. -Uses on-chip SRAM for memory instead of HBM memory chips, which continue to go up in price. TSMC makes the on-chip SRAM. $TSM $CBRS #semiconductors

Dan Nystedt

@dnystedt

Former journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.

가입 June 2009

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Dan Nystedt@dnystedt

2026.08.14 00:40

Cerebras Systems CEO Andrew Feldman listed 2 key advantages over rivals, media report: -It uses TSMC’s 5nm process to manufacture its chips, with plentiful supply, in contrast to 3nm and 2nm production. -Uses on-chip SRAM for memory instead of HBM memory chips, which continue to go up in price. TSMC makes the on-chip SRAM. $TSM $CBRS #semiconductors#