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  1. V

    Intel Reports Fourth-Quarter and Full-Year 2024 Financial Results

    Falcon Shores as internal test chip only without bringing it to market
  2. V

    Why Apple Picked TSMC Over Intel: Founder Morris Chang Reveals

    Tony Fadell, the “father of the iPod,” said Intel was never an option for the iPhone due to its power-hungry chips. People exaggerate Intel give up Apple deal. Monica Chen, a Digital Times reporter, in her latest interview, said she overheard American employees on a flight from San Francisco...
  3. V

    Trump To Tariff Chips Made In Taiwan, Targeting TSMC

    TSMC exports far fewer products directly to the U.S. than you might think. Does TSMC export Apple chips to the U.S.? No. TSMC ships its chips to China, where they are used to manufacture iPhones, which are then shipped to the U.S. Also if AI servers are to be built in the U.S., they need to...
  4. V

    Morris Chang Interview

  5. V

    TSMC CFO: Edge AI is at its early stage, will take 1 to 2 years to develop

    C.C. Wei is transforming TSMC’s culture. This might be the first time I’ve seen TSMC’s CFO featured in an interview on American television.
  6. V

    Samsung Suffers Another Setback as Galaxy S25 Reportedly Features Micron’s LPDDR5 over Its Own

    https://www.trendforce.com/news/2025/01/03/news-samsungs-memory-business-suffers-another-setback-as-galaxy-s25-features-microns-lpddr5-over-its-own/ Unbelievable
  7. V

    A $65 Billion Unprofitable Monopoly

    Imagine sliptting Space X, the progress of the industry will not speed up but slow down. The same as if we split up TSMC, customers like nvidia and Apple will not benefit from that. Chinese competitors could catch up nvidia and Apple.
  8. V

    Serious brain drain at TW fabless

    That's actually the biggest problem and threat for TSMC in the long term. Even 2nd tier fabless companies get better talent than TSMC. With nvidia coming, TSMC will get less talent young graduates in Taiwan.
  9. V

    Just how deep is Nvidia's CUDA moat really?

    Please share your review with us later.
  10. V

    Intel's interim co-CEO says new CEO will have foundry experience

    1. The board will decide the new CEO, not interim co-CEO's call. 2. If you place order to Foundry, can you claim you have some foundry experience? 3. A pure Foundry experience CEO, can he develop a competitive AI product? Product first?
  11. V

    Intel Appoints Semiconductor Leaders Eric Meurice and Steve Sanghi to Board of Directors

    Interesting. Microchip has just halted its application for government subsidies. Perhaps he will suggest that Intel’s incoming CEO reconsider return subsidies.
  12. V

    Intel Corporation to Participate in Upcoming Investor Conferences

    The majority of cost reductions should come from yield improvements, not headcount reductions. Without significant external customers, it will be challenging for Intel to enhance its learning curve and yield.
  13. V

    Inside Intel’s Lunar Lake: A Promise That Became a Problem

    What if Lunar Lake laptop become a homerun in the market? I like it a lot and tell people around me go buy it while it's available. It's a good product, consumers like it but Intel think profit margin is more important than a good product.
  14. V

    In 2014, Masayoshi Son proposed to Jensen Huang the idea of acquiring all of NVIDIA.

    Failed to buy nvidia? He did bought nvidia but sold too early. Still made $3.3 billion.
  15. V

    In 2014, Masayoshi Son proposed to Jensen Huang the idea of acquiring all of NVIDIA.

    That's crazy!!
  16. V

    SMIC Q3 2024 Results

    90% utilization rate is impressive. 20% margin is good for SMIC. However, 90% utilization rate only get 20% margin is not impressive.
  17. V

    Intel Q3 2024 Q&A Discussion

    What's the answer for below question? " C.J. Muse -- Analyst In terms of the optionality in terms of securing leading-edge capacity, obviously, you're all in on 18A. But if that were to get delayed, what do you have in terms of negotiated capabilities in terms of securing capacity in '26...
  18. V

    Intel celebrates significant progress at its Ohio Silicon Heartland fabs

    TSMC Japan :2022 April start and finished around 2024 April.
  19. V

    TSMC Expected To Bump Up 3nm & CoWoS Pricing Moving Into 2025 Amid Massive Market Demand & Supply Chain Bottlenecks

    Intel's advanced packaging technology was once the leader in the industry. However, with TSMC's huge investments and manufacturing quantity, it is highly likely that TSMC's advanced packaging technology will soon surpass Intel's.
  20. V

    DeWine calls on Biden administration to release Intel cash, says company won't leave Ohio

    If IFS wants to postpone the machine move-in for 24 months but receive the funds immediately, it will force them to move in the machines without any orders, would this be beneficial for IFS? Or could IFS hold the funds for 2 years without move in machines? What would happen if IFS later decided...
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