Dylan Patel on

TSMC

1 quote · Oct 2023 – May 2026

Saidverbatim, newest first

  1. Patel calculates a gigawatt of Rubin requires 55,000 three-nanometer wafers and 170,000 DRAM wafers.

    “You need about 55,000 wafers of three nanometer. You need about 6,000 wafers of five nanometer, and then you need about a 170,000 wafers of DRAM, right, memory.”

    38:28 · Dwarkesh Patel · 13 Mar 2026 · permalink

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