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  1. M

    Korean media: Intel intends to team up with Samsung to compete against TSMC

    Like dumb and dumber teaming up.
  2. M

    TSMC Reports Third Quarter EPS of NT$12.54

    It doesn’t. It’s desperation. They mortgaged future profits. TSMC would never do the same thing.
  3. M

    TSMC Reports Third Quarter EPS of NT$12.54

    Really hard to believe IFS can ever stand on its own, nevermind take share from TSMC if margins are so deeply negative while TSMC's are 57% and climbing. How will they ever be able to offer discounts to offset switching cost without going bankrupt if this is the situation they are already in. I...
  4. M

    TSMC Reports Third Quarter EPS of NT$12.54

    Outstanding. C.C is so great on these calls. Calling out how they are seeing substantial returns from their own a.i use.
  5. M

    BACKLASH: Cerence today announced that Brian Krzanich has been appointed as the Company’s new Chief Executive Officer, effective immediately.

    No way!!!!! This has to be a joke hahaha
  6. M

    Samsung’s apology signals they’re slipping in the AI race

    That is huge. I'd like to know more about TSMC and Hynix partnership
  7. M

    UMC Reports Sales for September 2024

    Being at the trailing edge doesn't pay it seems. I guess this shows the weakness of the market sans A.I spend
  8. M

    Stayin’ Alive: Intel’s Falcon Shores GPU Will Survive Restructuring

    Interesting. What's the attitude overall like at TSMC towards intel in your estimate.
  9. M

    HuaweiSMIC could risk profit to supply Kirin chip for Huawei Mate 70

    Isn't SMIC just brute forcing 7nm and 5nm already? Surely the economics have got to absolutely stink for them
  10. M

    TSMC, Samsung mull building big chip factories in UAE, WSJ reports

    TSMC has denied this. Doesn't make sense regardless
  11. M

    JPMorgan just capped junior bankers’ hours—at 80 per week

    For the young guys they are often making close to minimum wage if you break down salary by hour worked because they work such absurd hours. When you get bonuses it’s diff but a lot of the boomers feel like they need to put new guys through inhumane work hours because it’s what they experienced...
  12. M

    JPMorgan just capped junior bankers’ hours—at 80 per week

    "One full weekend off every three month and "in most cases" means this a nothing burger. Nothing is so important that these banks need to be grinding the young into dust. Not exactly saving the world here...
  13. M

    TSMC Reportedly Begins Small-Scale Production in Arizona for Apple’s A16 with the N4P Node

    Reductive to say it’s “old”. It’s on n5 which is very much the majority of tsmc’s revenue
  14. M

    Intel splits Foundry from Design

    Isn't IFS living off the lifeblood of intel design. Obviously they will get all of intel's design business, but they are deeply unprofitable.
  15. M

    Intel getting help from Commerce Secretary Raimondo as part of effort to spur U.S. production

    Business “acumen” you cannot be serious. He’s gone bankrupt how many times? The man has no idea what he is talking about. Dunning Kruger much…
  16. M

    Intel getting help from Commerce Secretary Raimondo as part of effort to spur U.S. production

    Anyone is smarter than trump on any subject, especially semi conductors. The man is a total idiot. Just listen to him speak ☠️
  17. M

    Intel getting help from Commerce Secretary Raimondo as part of effort to spur U.S. production

    Pat crying as usual
  18. M

    Ex-Samsung Exec and Colleague Arrested Over Massive Semiconductor Espionage Case

    Theft is theft….
  19. M

    Google partners with TSMC for 3nm Tensor G5 on Pixel 10 and 2nm Tensor G6 on Pixel 11

    agreed. I see a world where TSMC is the worlds most valuable company personally
  20. M

    What's Your Investment Goal with Intel?

    Hopium unfortunately
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