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I'm not kidding. Anti American is a lot higher than you realize. The propaganda had started 70 years.
The education in China is during Korea war. American tried to invade China so Chinese helped North Korea to protect China.
You can read the movie comment below. Qty of thumb up for Anti...
Yes, TSMC 3nm R&D team moved on to 1.4nm in April or May. That means 3nm R&D is successfully finished and MP team will take over 3nm for mass production.
Assume 50% profit margin for Intel, AMD, and TSMC.
AMD CPU: $200, cost $100.......AMD cost $100= TSMC price........TSMC cost$50
Intel CPU:$200, Cost $100
Intel manufacturing cost may not be double of TSMC cost. The it's huge. That's why Pat had not release it at this stage.
1. No way Intel Foundries can achieve TSMC 60% gross margin and 40% operating margin. It's a clear misleading statement. It's impossible even for TSMC USA Fabs to achieve that number.
2. " On Intel 4, we are progressing towards a high-volume manufacturing and will tape out the production...
Hi Daniel,
Yes.
I believe it's highly possible since I did not see new huge prepayment in TSMC's latest financial report.
The prepayment from Intel could be $10B to $15B which should be 1 year before MP.
profitability ratio on technology node depends on competition. If TSMC feels providing more value i.e. less long term competition, TSMC will raise profit margin.
Although New node such as N3 looks less profit margin in the begin, it the long term I believe the margin will goes up.
Morris Chang said no. Everything will be destroyed.
Me: No. Most employees are male and have to go to war. Even the war ended and Taiwan lose. A majority people will leave Taiwan. The rest won't be enough for TSMC
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...
PC and phone market are not shrinking. Just back to normal. We only need 3-4 quarters to adjust extra inventory on hand. The market will be healthy again in 2024. Advance node shortage could happened again if HPC grow more than expected.
Intel need lots of capital for CAPEX every year. That's not the strategy of Hock Tan.
If Intel spin off manufacturing in the future, Hock Tan might be interested in Intel IC design company.
I just check Samsung Galaxy website. Only 2 latest foldable phone use TSMC made Snapdragon 8+ Gen 1. Galaxy S22 lineup still use Samsung made Snapdragon 8 Gen 1. The contribution from QCOM not yet showed in TSMC Aug revenue.
