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T
The really interesting result of the auto chip shortage - at least in the UK and I suspect everywhere - is that both new and used car...
Yesterday at 11:14 PM
T
This is where you make an interesting logic flaw:
Blaming the "Chip shortage" is not the same as blaming the people who work in the...
Yesterday at 11:11 PM
T
Is there a case for Intel doing a management buy out - or going private - if they strongly believe the stock is under-valued and don't...
Yesterday at 10:58 PM
January 27, 2022 12:39 AM Eastern Standard Time
HSINCHU, Taiwan--(BUSINESS WIRE)--Taiwan's Intellectual Property and Commercial Court...
Yesterday at 7:33 PM
Interesting to note TSMC revenue history:
2019 Automotive -7%
2020 Automotive -7%
2021 Automotive +51%
Just a slight correction...
Yesterday at 7:24 PM
TSMC reported gross margin is the weighted average of all their fabs running all their processes sold to all their customers.
- Large...
Yesterday at 7:20 PM
Generally TSMC builds oversized cleanrooms so they can add equipment as needed. Some capacity also gets redistributed/combined.
Until...
Yesterday at 7:20 PM
Finally, someone convinced Pat Gelsinger that attacking a customer is not a good idea. Even if that customer is not currently buying...
Yesterday at 7:18 PM
Finally, someone convinced Pat Gelsinger that attacking a customer is not a good idea. Even if that customer is not currently buying...
Yesterday at 6:43 PM
S
Generally TSMC builds oversized cleanrooms so they can add equipment as needed. Some capacity also gets redistributed/combined.
Until...
Yesterday at 6:29 PM
S
TSMC reported gross margin is the weighted average of all their fabs running all their processes sold to all their customers.
- Large...
Yesterday at 6:26 PM
They will have to adapt; they say they are (e.g. talks between Ford/GloFo for some kind of partnership), but we shall see how.
Also, be...
Yesterday at 5:58 PM
Comparing AMD, TSMC, Nvidia or any other semiconductor companies' stock price won't help Intel to tackle their problems, at least for...
Yesterday at 5:53 PM
B
This is easy Arthur. Ohio didn't suit you, and so you moved! Good choice! Your taste doesn't extrapolate for others though.
Ohio was...
Yesterday at 3:41 PM
"adding some excess capacity is the only thing that will bring relief. "
The problem is who is willing to pay for it? Those 4 new...
Yesterday at 2:58 PM
Like.
This is where you make an interesting logic flaw: Blaming the "Chip shortage" is not the same as blaming the people who work in the...
Daniel Nenni posted the thread Taiwan's Intellectual Property and Commercial Court Announced Its Ruling on UMC and Other Defendants with Respect to Micron Case in General Press.January 27, 2022 12:39 AM Eastern Standard Time HSINCHU, Taiwan--(BUSINESS WIRE)--Taiwan's Intellectual Property and Commercial Court...
hist78 replied to the thread Just released, Intel is attacking Apple, Again!.Finally, someone convinced Pat Gelsinger that attacking a customer is not a good idea. Even if that customer is not currently buying...