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Blue Devil's latest activity
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Earlier this year, Bloomberg Economics did an interesting analysis of the economic impact from a China invasion of Taiwan. Overall...
Apr 25, 2024
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TSMC stock price trades with a China military threat discount and always will until the majority of fabs are outside Taiwan or PRC...
Apr 19, 2024
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Some defects already visible from the tweeted image lol
Apr 17, 2024
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Intel's new disclose says followings.
(million dollars)
(2,100) Lower product profit driven by lower internal revenue
(411) Higher...
Apr 4, 2024
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Here is Ian Cutress's take on it:
https://morethanmoore.substack.com/p/intel-foundry-realigning-the-money
Not 100% correct but very...
Apr 3, 2024
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I'm still happy that semiconductor coverage is a top priority for media channels, even though they get it wrong most of the time. The...
Mar 18, 2024
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They are called chiplets. I refuse to call them tiles! 😂
I do not know anything about specific products and I do not track internal...
Mar 4, 2024