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7:17
Will you make any Qualcomm chips at the new plants
coming, the TSMC plant in Arizona for instance?
Absolutely. We are already, if I'm not mistaken, we're
already committed to around close to half of the
capacity it's going to be for Qualcomm products.
>>>>>>>>>>>>>>>>>>
What did he...
Right now phone SoC maybe too powerful to most softwares. In the future, will AI demands stronger SoC for smartphones?
Some tasks maybe done in edge device like smartphone.
"Before turning to Q1 guidance, let me take a moment to discuss an accounting change that will impact our results beginning in the first quarter. Effective January 2023, we increased the estimated useful life of certain production machinery and equipment from five years to eight years. This...
Some rumor said Intel have trouble mass production meteor lake tile so TSMC will do the CPU tile too.
Is it possible that Intel is preparing 2 version CPU tile. One version CPU tile made by TSMC and the other made by Intel?
So Intel can compare and cost and performance for more internal...
I'm a bit surprised only $400M revenue.
https://wccftech.com/us-govt-halts-exports-of-nvidia-amd-server-gpus-including-h100-a100-mi250-to-china-russia/
https://www.nytimes.com/2022/08/31/technology/gpu-chips-china-russia.html
Pat Gelsinger had said that so many times. Is it legit?
“With that, you may say, ‘I’m getting two of the chiplets from Intel, I’m getting one of the chiplets coming from a TSMC factory,” Gelsinger said. “Maybe the power supply components are coming from TI, maybe there’s an I/O component coming...
https://wccftech.com/intel-14th-gen-meteor-lake-to-drop-tsmc-3nm-node-for-tgpu-used-in-14th-gen-arrow-lake-rumor/
How do we tell it's Intel's design problem or TSMC N3 problem?
If it's Intel's problem, Pat should be liable to investors since he just said "Meteor Lake looking good. At this...
Does TSMC have some edge for advanced packaging development over Intel and Samsung because TSMC's customers such as AMD and Apple work with TSMC for advanced packaging?
"The biggest mistake for Texas Instruments in 1972 was TI believe semiconductor was already mature and will no longer grow significantly".
That was crazy.
https://www.wealth.com.tw/lists/topics/43
Intel CCG (PC) op margin down 7%. Server op margin down 10%!!!
My personal opinion: CCG due to moving from 14nm to 10nm (Intel 7). Lower yield and higher depreciation.
Server: Lower price to compete with AMD and arm base competitors.
I saw one interesting article from a book.
Samsung tried to persuade Morris Chang and Stan Shih (Acer) not to do semi in 1988
Samsung former Chairman Lee Kun-Hee came to Taiwan to Samsung tried to persuade Morris Chang and Stan Shih (Acer) not to do semi in 1988.
Mr. Lee did not see Morris...
The speech was about how Morris Chang grow and learn. But there was a Q&A in the end.
I will summarize Q &A and update late．．
1. He knows every Intel CEO including Pat. Pat visited Morris in Taiwan in 2015. Morris was impressed that Pat can explain what VMware is very clear in 15 mins.
In...
https://news.samsung.com/global/samsung-foundry-innovations-power-the-future-of-big-data-ai-ml-and-smart-connected-devices
Earlier than TSMC?
Based on past information. Samsung's 3nm GAA transistor density is about the same as TSMC 5nm.
Is that information still update and correct?
