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Maximus's latest activity
M
tsmc also revealed after insurance coverage, the total loss from earthquake is about US$ 93 millions (NT$ 3 billions).
Yesterday at 5:46 PM
M
2023Q4 3nm: 15%, 2024Q1 3nm: 9%
For the reference, 2020 is the 1st year of 5nm HVM
2020Q4 5nm: 20%, 2021Q1 5nm: 14%
Yesterday at 5:34 PM
M
China, which was not mentioned. TSMC must have an embargo on the word. China has a "buy our smarthones first" policy that is killing...
Yesterday at 5:27 PM
M
I think I saw in one of her videos she was hoping to interview that founder of SemiWiki....
Apr 11, 2024
M
Someone with zero industry expertise writing anti TSMC articles, while running ads for Intel grants is quite fascinating. Make you think….
Apr 11, 2024
M
You need to look at revenue per node which is what fills a fab. N5/4 is still the big money maker for TSMC and the difference between N4...
Apr 9, 2024
M
It is only 9 days passed, there are 796 earthquakes in Taiwan. How amazing these fab guys maintain their operations and without major...
Apr 8, 2024
M
Asianometry just published a video about how tsmc handle an earthquake.
(1) Shell structure improvement
(2) Equipment improvement
(3)...
Apr 8, 2024
M
Seems like a good fit in the realm of work culture etc
Apr 7, 2024
M
The 60 million number was given by analysts not tsmc official also it was given just few hours after earthquake. The accuracy is very...
Apr 7, 2024
M
@Maximus
Intel revenue is 300M per quarter including packaging and sales of masks and equipment. external wafer revenue is less than...
Mar 26, 2024
M
Definitely there are some orders like Mediatek to use Intel 16. The question is how big of the volume? For the reference, IFS 2023Q4...
Mar 25, 2024
M
I spent a little less than a year at a PCB company after 30 years in semiconductors. Thanks god I got out and back to semiconductors...
Mar 24, 2024
M
As to the last part. That would be the anti Pat Gelsinger lol. Everything about the way he talks about competitors and customers just...
Mar 24, 2024
M
I think the company culture of TSMC is key. It is distinctly different and yes working hard is a big part of it. I have not been in an...
Mar 24, 2024