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  1. L

    Inside Taiwanese Chip Giant, a U.S. Expansion Stokes Tensions

    That was probably just a joke. The rationale for it is a widely held (outside Anglo-Saxon universe) belief that US' imperial ambitions is a cause of many conflicts, current conflict in Ukraine being just the recent example.
  2. L

    China readying $143bn package for chip firms in face of US curbs (Arms Race Update)

    When do these patents expire?
  3. L

    China readying $143bn package for chip firms in face of US curbs (Arms Race Update)

    US might be well within its rights to block something. And other countries are within their rights to avoid doing business with US since it loves to tell others what to do (and not to do). Keep in mind that Chinese export and import exceed that of US. Another notable example of how the two...
  4. L

    Warren Buffett doesn't see a Taiwan invasion

    I do not believe that China is about to invade Taiwan either but Warren Buffet (it's really Berkshire Hathaway, it's not clear if Buffet played any role in it personally) investment in TSMC is a very weak argument. They invested $4.1B. That's 0.4% of BH assets which amounts to a very low risk...
  5. L

    How Intel plans to rival TSMC and Samsung as a chip supplier

    If they recouped the money after 7 years that's a big loss. S&P doubled from 2011 to 2018.
  6. L

    How Intel plans to rival TSMC and Samsung as a chip supplier

    Warren Buffet is not known for investing in tech. He made two big bets in tech: IBM and Apple. And his results were mixed: good profit on Apple and big loss on IBM.
  7. L

    Ken Griffin warns U.S. faces ‘immediate Great Depression’ if China seizes Taiwan’s semiconductor industry

    You clearly distorted US government position on Taiwan. US Dependence on Taiwan Chips Is ‘Untenable,’ Raimondo Says If anything their position is essentially identical. Also, the statement like "Where is the redline to stop the aggressor? Taiwan Strait, Hawaii, or California coast?" is total...
  8. L

    TSMC’s U.S. Engineers Are “Babies” Say Taiwanese After The Former Leave For America

    The source indeed might not be very credible. But one should not expect a TSMC employee say this sort of things under real name (they are not that stupid). So if the report does reflect a sentiment of the actual TSMC employee, the sourcing can only be in the form of an anonymous internet poster.
  9. L

    Intel Reports Q3 2022 Earnings: Back To Profitability, But Still Painful

    PG did not predict anything. He just said that they are "progressing".
  10. L

    Intel is the Dow’s biggest loser

    AMD and NVDIA had a great run and seemingly are in a better shape than Intel right now. But INTC stock dropped too low and it's much less volatile now than the other too. If the market recovers, AMD and NVDA ill probably jump ahead. In this case, YTD happen to reference the period when the...
  11. L

    Intel is the Dow’s biggest loser

    Are there any other chip makers in the Dow? Otherwise there is no basis for comparison here. YTD, INTC did better than their main competitors (AMD and NVDA).
  12. L

    Intel will bring in other capital holders to help with fab expansion

    The way I see it, the rate is important but it is much less important than the strategy and execution. If Intel manages to execute well and develop their foundry business they will end up the winners. If not...
  13. L

    Intel will bring in other capital holders to help with fab expansion

    Why exactly is it bad? It was obvious that Intel was not in a position to build all those FABs in such short time using just their cash flow (I am not sure any company would be able to do it). They had to borrow money and they did.
  14. L

    Corruption, Ineptitude, China's Chip Failure

    At this forum, are we to assume that Chinese corruption impedes only semiconductor industry? Or, perhaps, we should be aware that US are banning equipment manufacturers from supplying advanced equipment to China which is likely much more important reason for China lagging behind? All other...
  15. L

    Corruption, Ineptitude, China's Chip Failure

    Solar panels, nuclear power plants, EV batteries, EV vehicle production, AI hardware and software, memory production, ship building, smart phones (design and production), wireless technologies (5G), space exploration, car manufacturing, computer production, super computers. China is leading in...
  16. L

    Corruption, Ineptitude, China's Chip Failure

    I would imagine that "corruption" and "ineptitude" in China can't be limited to semiconductor industry. Yet look at the number of industries (including hi-tech) where China is handily beating all other countries. Something in your claim doesn't add up.
  17. L

    Where does the SemiWiki community think the Chips Act money should go and why?

    Mistery solved: Intel is going to build packaging and assembly facilities in Italy: Intel Close to Sealing $5 Billion Chip Factories Deal in Italy Sources say there will be both semiconductor packaging and assembly plants...
  18. L

    Where does the SemiWiki community think the Chips Act money should go and why?

    I would imagine that US government will be considering several factors: * Type of FAB/tech (Daniel suggested memory FABs, personally I have no idea what government/country priorities are). * The funds for FABs should be matching private/company investments (i.e. the company investing more...
  19. L

    T J Rodgers says Chip Act wil do more damage than good, CNBC now

    Maybe this will be in CHIPS 2. Those US FABs should be built first. Besides, nobody is going to port their designs anyways. What for?
  20. L

    T J Rodgers says Chip Act wil do more damage than good, CNBC now

    He just does not understand what CHIPS act is about. AMD can get as much funds from it as Intel if they build the same number of new FABs in US as Intel. Sounds quite fair to me.
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