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Typically, when a company reaches a monopoly position, it becomes complacent, stops innovating, and takes advantage of its customers. But TSMC is different. Unlike traditional monopolies, TSMC is constantly pushed by its diverse customers to advance in multiple technical directions, ensuring...
The truth is, Intel is offering HUGE discounts on Raptor Lake to all computer brands, system builders, and project-based customers. They have no choice, otherwise their fab utilization would fall, leading to even greater financial losses.
This is no longer an option "at this moment" after TSMC announce their investment plan in America.
But discussion for this plan will be back probably 2-3 years later.
Samsung has successfully employed “chicken games” in the past, but this strategy only works when its technology is leading and costs are the lowest.
In the foundry business, TSMC holds the technological lead and maintains lower costs. For other sectors such as LCDs, NAND, and smartphones, the...
Panther lake 18A is to replace TSMC Arrow Lake and Lunar Lake.
The problem is that Intel may be forced to keep manufacturing Meteor Lake to make the old fab running.
Intel is highly likely to brake up and no longer invest in future advance node or technology. Or the size of future investment will shrink dramatically.
Lots of Intel R&D will possibly lost their job. TSMC R&D center can hire them. It's not for production R&D but for future technology R&D.
If TSMC does not take over Intel’s operations, or if TSMC takes over but is reluctant to fully commit due to unfavorable deal terms, yield is bad and delivery time is unstable. In such a scenario, who would be held accountable? As a result, major customers withdraw for the next generation...
Last year TSMC’s C.C. Wei mentioned that a new customer gave them an incredibly ambitious projection. Internally, some TSMC executives expressed skepticism about the young man because of quantity is way too big.
TSMC will hold a board meeting in the U.S. next Monday.
I anticipate they will announce the plan for a new fab and an advanced packaging site in the U.S. as a goodwill gesture and a show of support for Trump.
It’s unclear whether this will be a positive or negative signal for TSMC’s stock...
I mean it's really difficult to find investors for IFS. Its won't be a one time investment. It will be like Japanes Rapidus. After your initial investment, highly possbile they will ask you to put in more money 2-3 years later.
If tariffs are imposed on chips produced in Taiwan, the biggest impact would likely be on Apple, as it cannot pass on too much of the cost to its customers for the iPhone.
TSMC and Nvidia, on the other hand, can fully pass the cost on to its customers.
Big players should build huge AI data center in Canada to prevent tariff risk and also get cheaper energy cost.
Lots of AI servers are waiting in Mexico now.
What percentage of Intel’s packaging is done in the U.S.? I assume only a small percentage, with most of it occurring in Malaysia.
Investors today seem to believe there are no tariffs risk on Intel. With the possibility of tariffs in the future, Intel and TSMC may build their packaging...
