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fansink's latest activity
TSMC is increasing prices of its chips an aggregate of 8.7% in 2024 compared to January 2023 prices...
Apr 10, 2024
Great quarter! It will be interesting to see the impact of the earthquake in next month financials. Should be minimal, some lost wafers...
Apr 10, 2024
Guidance should be quite telling but what I'm really excited for is the NA tech symposium. Its like christmas for semi nerds!!!
Apr 10, 2024
It’s going to be challenging for TSMC’s FY24 YOY revenue to only be +20%, given:
Currently, YTD revenue is already +16.5%.
TSMC’s...
Apr 10, 2024
I do wonder why these big companies need a marketing team?
One can only assume that their products are poor and cannot sell themselves.
Apr 8, 2024
Commenting on the unspecified number of layoffs in Intel’s Sales and Marketing Group, North America channel executive Jason Kimrey tells...
Apr 8, 2024
https://clausaasholm.substack.com/p/intels-mountain-to-climb
Apr 7, 2024
Chiplets really are going to change the foundry business. 2nd and 3rd source wafer manufacturing just got a whole lot easier, once the...
Apr 7, 2024
We can see this in another way. In 2023, Samsung electronics reported that about 6B dollars were spent to buy Application...
Apr 7, 2024
historically the price was allocated cost from manufacturing. The allocated cost from process development went to product groups also...
Apr 7, 2024
Since Intel 7/12 was reasonably mature before Gelsinger’s 5N4Y proclamation, and given 4/3 and 2/1.8 are single nodes, and a node...
Apr 7, 2024
Was the customer prepayment similar to giving a lawyer a single dollar to establish attorney-client privilege?
Apr 7, 2024
I'm guessing 2022 included a lot of inventory that was burned in 2023. The semiconductor industry was only down 8% in 2023? TSMC is...
Apr 7, 2024
From this chart, 2023 was a tough year for top 4 foundry manufacturers...
Apr 7, 2024
18A is also a trust test node for Intels own products.. (vs TSMC N2). Thats a decent chunk of volume alone for the foundry side.
Apr 7, 2024