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Search results

  1. hist78

    Chip Shortage in Autos. Spreading to Everything?

    Taiwan ministry says TSMC will prioritize auto chips if possible https://www.cnbc.com/2021/01/25/taiwan-ministry-says-tsmc-will-prioritize-auto-chips-if-possible.html
  2. hist78

    Bloomberg Podcast about tsmc

    I think I totally agree. There are several factual errors, contradictions, and omissions in that podcast. Those can mislead people to misunderstand the history and the causes that leads to today's situation. For example, he suggested TSMC's success is partially due to TSMC is closely resemble...
  3. hist78

    Chip Shortage in Autos. Spreading to Everything?

    It's my hope that auto industry can finally recognize that semiconductor manufacturing and supply chain doesn't work like an online pizza order and delivery business.
  4. hist78

    Chip Shortage in Autos. Spreading to Everything?

    Germany urges Taiwan to help ease auto chip shortage https://www.reuters.com/article/us-taiwan-autos-chips/taiwan-says-asking-chip-firms-to-help-ease-auto-chip-shortage-idUKKBN29T04V
  5. hist78

    Chip Shortage in Autos. Spreading to Everything?

    How did we end up with this chip shortage? https://www.bloombergquint.com/opinion/carmakers-chip-industry-crash-into-a-supply-and-demand-crisis
  6. hist78

    What would you do if you are the CEO of Intel?

    "The only thing the new guy will do is make himself a lot of money." Unfortunately we have witnessed this type of behavior too many times. Some people compare Pat's rejoining Intel to Steve Job's returning to Apple. I'm not sure how true it is. But I do know Job only took $1 annual salary...
  7. hist78

    ASML reports 2021 EUV shipments sliding into 2022

    No, I didn't assume TSMC and Samsung are getting preferential treatment. I do assume Intel hasn't owned and operated as many EUV machines as TSMC or Samsung do. I also assume ASML treats these three companies equally. With only 50+ units of EUV can be produced by ASML each year, will Intel...
  8. hist78

    What would you do if you are the CEO of Intel?

    Intel CEO’s New Crusade Pits Investors Against U.S. Interests https://finance.yahoo.com/news/intel-ceo-crusade-pits-investors-205612479.html Will more money from tax payers solve Intel's technical difficulties? Currently Intel is not short of cash. Why suddenly more money can help Intel to make...
  9. hist78

    ASML reports 2021 EUV shipments sliding into 2022

    ASML's supply chain constraint leads to another question. Can Intel acquire enough EUV machines in time for their 7nm 2023 rollout? Or will it push Intel's 7nm HVM into 2024? I'm wondering if Samsung and TSMC's EUV acquisition will negatively delay Intel's product schedule, in addition to all...
  10. hist78

    ASML reports 2021 EUV shipments sliding into 2022

    I think it's the other way around, demand is more than ASML can supply, especially in 2021.
  11. hist78

    Qualcomm to Acquire NUVIA for $1.4B

    I feel the Qualcomm official announcement you posted strongly hinted server processors are in Qualcomm's mind. At least it did not exclude server CPU (or whatever it's called) “CPU performance leadership will be critical in defining and delivering on the next era of computing innovation,”
  12. hist78

    Intel 4th QTR 2020 Earnings Discussion

    When TSMC was struggling, their major customers had no better alternative to go, at least they couldn't start making chips in-house. When Intel is struggling, their customers walk away to either use AMD's products or start designing their own chips in-house and contracting manufacturing out to...
  13. hist78

    Intel 4th QTR 2020 Earnings Discussion

    But Intel is getting into serious trouble to fight against high performance/cheaper cost products from several competitors. My kids and several their friends were building their own high performance gaming PCs over the holidays last month. They all bought AMD and/or Nvidia products. Intel's was...
  14. hist78

    Intel 4th QTR 2020 Earnings Discussion

    Did Pat really answer the question? Or he was doing a pet talk to the wrong audience?
  15. hist78

    What would you do if you are the CEO of Intel?

    Pat Gelsinger: "IDM model means we can leverage supply to meet our customers that our competitors don't have. " I thought Pat got his CEO job partially because Intel's IDM model runs into serious problem and major customers are leaving or started doing chips design in-house. Is he talking the...
  16. hist78

    What would you do if you are the CEO of Intel?

    If Intel's own 7nm technology is so great and on track to be available in 2023 for majority of Intel product release, as stated by Bob and Pat, why on the earth they need to license process technologues from foundries?
  17. hist78

    TSMC 4th QTR 2020 Earnings Discussion

    Apple (smartphones and Macs), Qualcomm, AMD, Nvidia, MediaTek, Intel, and Microsoft. Microsoft can be an interesting one. I think Microsoft is very worry about if Intel can't regain technology and manufacturing leadership, it can cause serious problem for Microsoft to compete against Apple.
  18. hist78

    What would you do if you are the CEO of Intel?

    Intel Q4 2020 earnings analyst Q&A transcript: https://www.anandtech.com/show/16441/intel-reports-q4-2020-earnings-analyst-qa-transcript "Q: As Intel gets to 7nm by 2023, the competition will be one effective node head. TSMC plans to ramp N3 in 2022, and bigger ramp by 2023, while Intel is...
  19. hist78

    What would you do if you are the CEO of Intel?

    https://finance.yahoo.com/news/intel-gives-upbeat-forecast-demand-210518204.html “I am confident that the majority of our 2023 products will be manufactured internally,” he said. “At the same time, given the breadth of our portfolio, it’s likely that we will expand our use of external foundries...
  20. hist78

    Chip Shortage in Autos. Spreading to Everything?

    "A Year of Poor Planning Led to Carmakers’ Massive Chip Shortage" https://www.bloomberg.com/amp/news/articles/2021-01-19/a-year-of-poor-planning-led-to-carmakers-massive-chip-shortage
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