---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41313406.md"
description: "$Intel(INTC.US) Isn't that certain patriotic company recently bragging about some law of vertically stacked transistors? Take a look at the now-listed Clearwater Forest. Dozens of chips are stacked vertically/horizontally. A single CPU die is only 50+ mm², much smaller than a mobile phone SoC, with L3 cache of different processes stacked at the bottom. Chips are assembled like building blocks. It can be said to be the most advanced product in terms of packaging and process that is currently listed in the semiconductor field. (TSMC's N2 will only be available in the second half of the year, and CoWoS is horizontal stacking.)"
datetime: "2026-06-01T04:30:47.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41313406.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41313406.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41313406.md)
author: "[LipBu Tan](https://longbridge.com/en/profiles/14563506.md)"
---

# $Intel(INTC.US) Isn't that certain patriotic compa…


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## Comments (23)

- **Mega大队长 · 2026-06-01T13:25:48.000Z · 👍 2**: Since there are still so many finance bloggers out there trying to educate others about the 'Tao's Law', boasting about how amazing it is, I'll block one as soon as I see one.
- **snowball89 · 2026-06-01T09:12:41.000Z · 👍 1**: So shameless, almost like robbery
- **金陵旧梦 · 2026-06-01T08:44:25.000Z · 👍 1**: Can't let the naive investors run away
  - **耳朵制造战争** (2026-06-01T08:50:42.000Z): What do you think?
  - **LipBu Tan** (2026-06-01T09:24:26.000Z): Run
  - **耳朵制造战争** (2026-06-01T09:33:05.000Z): Feeling that running away is not a solution; when the amount gets large, you'll have to file a cross-border lawsuit to recover it. In the end, you might end up losing both the person and the money.
- **实习的交易员 · 2026-06-01T05:01:06.000Z · 👍 1**: Tao's Law is a methodology for time miniaturization, optimizing signal latency and system architecture, which is completely misapplied to your concept of transistor vertical stacking.
  - **LipBu Tan** (2026-06-01T05:09:45.000Z): Go talk to Jensen Huang
  - **耳朵制造战争** (2026-06-01T05:12:28.000Z): S=VT still needs explanation? To save time, there are only two directions: one is to increase the signal transmission speed, and the other is to shorten the signal transmission distance. For the first
  - **实习的交易员** (2026-06-01T05:40:27.000Z): The determining factor for chip latency is RC charging and discharging, not the flight time for electrons to travel the entire distance. What you said, V cannot be changed so only S can be reduced, is
- **鸡扒妹妹 · 2026-06-01T04:57:27.000Z**: Say less
- **Golden Reservoir · 2026-06-01T04:48:18.000Z**: It rose on the first day, and on the second day it started trapping people.
- **Golden Reservoir · 2026-06-01T04:47:33.000Z · 👍 1**: If it's really that awesome, AH chips should be hitting the daily limit up every day now.
  - **拜登的交易员エウベル** (2026-06-01T06:08:26.000Z): It's fine, anyway the powerful and wealthy capital has already fled, what they want is for the naive investors to hold the bag for the country.