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TSMC provided more details about its N2 (2nm) schedule, which is going from bad to worse. It is a trainwreck, worse than Intel 10nm.
TSMC not only conclusively confirmed the delay, but the schedule is five (!) quarters later than I had previously expected.
TSMC’s process leadership will be finished by 2025 with a full node disadvantage. This will likely remain so for the rest of the decade.
Intel will be leading Moore’s Law again. Customers may jump ship and flock to Intel Foundry Services. This poses a real threat to TSMC's financials and stock.
TSMC remains investible in the near- to mid-term, but not the long-term.
IMO Seeking Alpha (SA*) is a site about trying to "randomly" influence stock prices more than anything else.. I'm not surprised by this type of article.
*not to be confused with Daniel's other favorite SA site SemiAccurate ;-)
TSMC provided more details about its N2 (2nm) schedule, which is going from bad to worse. It is a trainwreck, worse than Intel 10nm.
TSMC not only conclusively confirmed the delay, but the schedule is five (!) quarters later than I had previously expected.
TSMC’s process leadership will be finished by 2025 with a full node disadvantage. This will likely remain so for the rest of the decade.
Intel will be leading Moore’s Law again. Customers may jump ship and flock to Intel Foundry Services. This poses a real threat to TSMC's financials and stock.
TSMC remains investible in the near- to mid-term, but not the long-term.
IMO Seeking Alpha (SA*) is a site about trying to "randomly" influence stock prices more than anything else.. I'm not surprised by this type of article.
*not to be confused with Daniel's other favorite SA site SemiAccurate ;-)
We all know the guy that wrote the TSMC article here is a complete clown.
But what amazes me is that some people seem to believe that anything posted on SA (and the signal to drivel ratio on there is shockingly low to start with) actually affects stock prices ...
We all know the guy that wrote the TSMC article here is a complete clown.
But what amazes me is that some people seem to believe that anything posted on SA (and the signal to drivel ratio on there is shockingly low to start with) actually affects stock prices ...
seekingalpha.com
