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Competition is good for all, especially for the Fabless. Samsung as much as they try are mostly irrelevant but everyone wants an alternative to TSMC for many reasons
What is the volume for an iPhoneSE? I can’t remember even there is a cheap iPhone or iPad that is out there that uses N7. Hard to believe Apple will run a money losing commodity product just to say made in America by Taiwanese, LOL.
The key were was unable and also can’t accept an alternative way to possibly get the job done. There were many classes on how the US work, how to communicate, etc etc. but you can’t get a thousand people to change over night and the managers the are the ones the hardest to cha fe with most...
They have multiple housing complex, just like they had Taisugar in Tainan and the policies and experience of the residents pissed everyone off. Seems like TSMC HR and executives could use some common sense, but their opinion is everyone should be happy with the opportunity to work at TSMC, LOL
Imagine you are taking delivery of a car or other dual sourced product and it can come from place A or place B. Would you accept that A is x% higher because it was higher cost center?
You as a buyer would say that is the supplier’s problem. This is especially true of said supplier had high...
Just a statement of air and sea embargo and a few stopped ships and shot down airline and world tech trad stops and stock markets plunge 40-50% or more
Everything that happened in Arizona is a failure of management to plan and deeply understand the people, culture and way business is done in another country. You’d have thought the WaferTech experience as well as Samsung and GF would have given them great reason to consider everything they’d...
I think everyone is thinking about this wrong.
Forget for a moment that about the political and ideology that divides Taiwan and China and recall the Chinese people mostly share a common history, written language and culture. It seems natural they should be one country no? Of course it’s...
I rather like that Japanese restaurant in the Royal.
We should ask is there problems recruiting TSMCers who seek the American dream for Phase 2 or the soon to be needed replacement of those that want to return home.
Mark that is a naive point of view. I’d have thought a veteran like you would know better than have that point of view. That is like saying don’t believe those crying wolf as they cry in democracy, communist and dictators too, LOL
Ex
Unless you had eyes inside how do you know an exaggeration ?
Like all things take out of context but the events are accurate. I am surprised no talk about safety or the mistake and accidents that happened and are happening
It is amazing to me the world has gone a couple decades accepting supply chain risk that they have.
The likelihood of a magnitude 7+ on the West side of the island in Hsinchu, Taichung, or Tainan taking down the electrical or water as well as the fabs for weeks if not months has existed for...
When you are the leader and need to invest billions a year in RD as well as tens of billion in manufacturing capacity you make assumptions on Yield, tooling cost and all other things years ahead and than negotiate wafer price with your customers.
Situation four years ago, a year ago and now...
How far ahead does capacity have to be secured versus how far ahead does fabless need to get wafers versus how long does it take to bring a new node are very different.
As to real time from wafer starts to into the hands of a consumer.
Figure 3 months for fab processing
Figure 1 month for OSAT...
