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Surely there isn't a "scalable minimum" at 14A and below (and hasn't been for a long time). The capital and effort needed is so large that you can only do this at scale - it's all or nothing and if your in-house demand is too low, it's simply unviable. I don't recall any semi company ever...
We know they are not.
We saw exactly the same in the telecoms tech bubble around 2000 when someone memorably noted that Wall Street stock analyst reports would better be labelled as paid advertising for their banking clients.
Elon Musk has been making price-sensitive public announcements for...
“We have received feedback that our decision-making is too slow, our programs are too complex, and our competitors are moving faster.”
Surely they've known for well over a decade and just chosen to ignore the consequences - too many people thought it didn't matter enough for too long.
On the...
Hold on a moment. Just checking over some basic numbers here. TI's annual sales appear to be running about $70bn. So perhaps $60bn isn't totally off the scale. Depending on how many years it's spread over.
But ... TI currently has around 34K employees worldwide. And this new plan will...
Lip Bu has been hired precisely because he isn't a "maximum airtime" showman. And it's the people working for him who own the product leadership plans. He can't do it all on his own - and nor should he. He needs to build a strong team with a range of personalities (which may well include some...
Not wanting to get into politics here, but Hong Kong was only held by the UK on a 99 year lease which expired in 1997. It most definitely was not a case of "not defending it any more". Legally it had to be returned. The only thing up for debate was the details of how the transition was managed...
It's another idiot headline - seems to be confusing the wafer price with the chip price.
The quality of journalism is at an all time low (IMHO). Articles are full of basic typos. Headlines state the exact opposite of what is in the articles ... . I see this everywhere now. Quantity has exploded...
Completely agree. In TSMC's case, the customers remain big enough and strong enough to keep TSMC honest and on the ball. And TSMC has not hoovered up nearly all the profits in the supply chain as was so often the case with Intel/Microsoft in the PC business. But if leading edge foundry...
It's becoming hard to judge whether these policy announcements are part of some sort of plan or just random ...
But perhaps there is more detail to come out. This is not an "outright ban", but something to be judged on a "case by case basis". So presumably targeted (in theory) at particular...
Can't resist a quibble with this irritating nonsense ... . "Truth" isn't a value. Though integrity might be. Not sure that "human dignity" or "faith" are either. And they certainly aren't universally agreed standards for objective measurement. Is Pat running a business or an NGO now ? He's...
Rather sceptical about those sort of generalisations myself.
It's very common to assume that because someone is an expert in one domain (and may indeed over a period of time appear to be able to predict the future) that their opinions and predictive ability beyond their own field of expertise...
Some of these recent statements do indeed raise some interesting questions about who knew exactly what and when within Intel and whether the relevant information was released to the market at the correct time.
For example, when Zinsner now says "Pat was misled by his managers lying to him" [I...
Fair comment. But, if true, then we have to face the fact that Zinsner saw the ship heading for the iceberg for 3.5 years and did very little to prevent that. Lip-Bu at least resigned. Was Pat Gelsinger really so powerful he couldn't be challenged earlier ? Sure, Pat had a big ego (and mouth)...
Hold on a moment - isn't this the same David Zinsner who's been CFO at Intel for almost 3.5 years during the period where they spectacularly missed their forecasts on a consistent basis ? Why should I believe he's "staid and conservative" and likely to change this record ? Other than the fact...
Is it really quite that simple ? Quite by chance, my son showed me a YouTube video a couple of hours ago about some hot new US finance thing called "private credit" which just happened to mention CoreWeave running into difficulty with interest payments on the non-bank loans it used to buy nVidia...
I read that differently. Assuming those reports are true, then that is substantially the CEO's fault if that behaviour persisted over an almost 4 year period. Besides which, knowing who to believe and sorting signal from noise is (or at least should be) a core management skill.
Again, if those...
