Anton Shilov
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Kurnal Insights says DRAM per‑area price exceeds TSMC N2/N3 wafer price
Kurnal Insights observes that a 300‑mm wafer processed with TSMC's N3 technology is priced at $20,000, which works out to about $0.283 per mm², while an N2 wafer is assumed to cost $30,000 or $0.424 per mm². These…
1 sourceTom's Hardware -
OpenAI expects $278 billion cash burn through 2030 as compute spend hits $856 billion
OpenAI’s internal presentation, seen by the Financial Times, projects a cumulative negative free cash flow of $278 billion from 2026 through 2030. The shortfall is driven by $856 billion in spending on compute…
2 sourcesTom's Hardwarefinance.yahoo.com
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Kurnal Insights says DRAM per‑area price exceeds TSMC N2/N3 wafer price (22 September 2026).