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.

加入 June 2009

1.2K 正在关注 54.9K 粉丝

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#

显示更多