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Recent content by aaachipguy

  1. A

    A crazy semiconductor merger possibility

    Broadcom EV today: $229b Broadcom EV + VMWare: $290b Intel EV: $120B Therefore, Broadcom would be diluting 41% of the EV to do the deal. It's possible. If they close VMW in 23, cut costs, pay a bit of debt and so on, I could see that happening in 24-25 if Intel doesn't succeed on their IDM 2.0...
  2. A

    Taiwan and TSM now safer

    China's hand is too good and it's getting better for them to make any mistake. They're going to be so much wealthier in 20 years, why put so much at risk if they're going to be in a better position in the future? Russia, however, will be in a weaker position in the future because of renewables...
  3. A

    Russia-Ukraine war to cripple semiconductor industry globally

    Why neon and other inert gasses are a huge long term problem?
  4. A

    What is the impact of the war and the noble gases (e.g: xenon, neon and krypton gas ) that Ukraine exports on the semi world?

    I just read this news on the Financial Times, saying that prices of these noble gases are skyrocketing like they did during the Crimea crisis: https://www.ft.com/content/ac8733c4-bfea-4499-8a48-4997a77ad33f My question is: - From whom will Samsung, TSM, Intel, TI, etc buy these...
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