# TSMC Scraps a Batch of Wafers | AI Limitations | ISSCC

- Show: [EE Times Current](https://hardwarepodcasts.com/podcast/ee-times-current)
- Published: 2019-02-22
- Length: 7m
- Page: https://hardwarepodcasts.com/podcast/ee-times-current/2019-02-22-tsmc-scraps-a-batch-of-wafers-ai-limitations-isscc
- Listen: https://podcast.show/aspencore/episode/42029548/

## Summary

Alan Patterson reports that TSMC scrapped a batch of 12 and 16 nanometer wafers at Fab 14B in Tainan due to substandard photo resist, cutting Q1 revenue forecasts by $550 million. Junko Yoshida highlights Noriko Arai's book 'AI versus Chutolin,' emphasizing that current AI lacks true understanding and cannot read textbooks. Dylan McGrath and Rick Merritt cover the 2019 ISSCC, noting Intel's production-ready embedded MRAM at the 22nm node and discussions on unsupervised learning.

## Chapters

- [0:03](https://hardwarepodcasts.com/podcast/ee-times-current/2019-02-22-tsmc-scraps-a-batch-of-wafers-ai-limitations-isscc#t=3) Introduction: TSMC Wafer Scrap and Revenue Cut
- [1:01](https://hardwarepodcasts.com/podcast/ee-times-current/2019-02-22-tsmc-scraps-a-batch-of-wafers-ai-limitations-isscc#t=61) AI Limitations: Noriko Arai's 'AI versus Chutolin'
- [1:25](https://hardwarepodcasts.com/podcast/ee-times-current/2019-02-22-tsmc-scraps-a-batch-of-wafers-ai-limitations-isscc#t=85) Huawei Series and ISSCC Overview
- [2:10](https://hardwarepodcasts.com/podcast/ee-times-current/2019-02-22-tsmc-scraps-a-batch-of-wafers-ai-limitations-isscc#t=130) ISSCC: Unsupervised Learning and Reinforcement Learning
- [6:25](https://hardwarepodcasts.com/podcast/ee-times-current/2019-02-22-tsmc-scraps-a-batch-of-wafers-ai-limitations-isscc#t=385) ISSCC: Intel's Embedded MRAM vs GlobalFoundries

## Topics

- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [AI & machine learning](https://hardwarepodcasts.com/topic/ai-and-machine-learning)
- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [Batteries & low-power design](https://hardwarepodcasts.com/topic/batteries-and-low-power)
- [Careers & education](https://hardwarepodcasts.com/topic/engineering-careers-and-education)

## Most relevant to

large enterprises

## Mentioned

- TSMC (company)
- media tech (company)
- high silicon (company)
- NVIDIA (company)
- Noriko Arai (other)
- AI versus Chutolin (other)
- Huawei (company)
- Cisco (company)
- Georgia Institute of Technology (company)
- Toshiba (company)
- Western Digital (company)
- Intel (company)
- MRAM (other)
- GlobalFoundries (company)
- Everspin (company)
- Flash (other)
- Sandisk (company)

## Related episodes from other shows

- [EP 161: TSMC Earnings, Cerebras S1, Custom Semi Rumors, Apple CEO Change](https://hardwarepodcasts.com/podcast/the-circuit/2026-04-21-ep-161-tsmc-earnings-cerebras-s1-custom-semi-rumors-apple-ceo-change) (The Circuit)
- [Ep 184: Earnings TSMC/ASML/AEHR, State of AI Semis](https://hardwarepodcasts.com/podcast/the-circuit/2026-07-20-ep-184-earnings-tsmc-asml-aehr-state-of-ai-semis) (The Circuit)
- [Episode 50: TSMC Earnings Set Stage for 2024](https://hardwarepodcasts.com/podcast/the-circuit/2024-01-22-episode-50-tsmc-earnings-set-stage-for-2024) (The Circuit)
- [Histogrammic or Histomagraphical](https://hardwarepodcasts.com/podcast/the-amp-hour/2022-02-21-histogrammic-or-histomagraphical) (The Amp Hour)
- [Bonkers Birthday Badinage](https://hardwarepodcasts.com/podcast/the-amp-hour/2012-06-18-bonkers-birthday-badinage) (The Amp Hour)

## Citing this page

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