You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please, join our community today!
In-line with muted guidance. Putting in your slide deck that you’ve “engaged with almost foundry customers” is kind of a rough flex. No reason to get excited until 2030 it seems. Another thing I noted when going through financial statements. TSMC has $11 billion more USD in straight cash than...
In my opinion it is not even worth worrying about. If a Taiwan invasion is even attempted it will be analogous to a meteor strike on global trade. Are you really going to build that (WW3) into your economic or financial model? There is zero scenario where the stock market and the worldwide...
