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Japan has said as much. They out and said Taiwans security is an existential issue for them. Hard to imagine Japan doesn’t get involved along with the U.S
he would have more then 2x his investment. It was a head scratcher at the time and even more so now. Especially when considering how much the entire market and world economy will tank in the event of a chinese invasion or blockade. Naive to think you can risk manage WW3!!! Considering his apple...
quite the leap. Conflating the two is rather pedantic. It's undeniable U.S tech companies are profoundly successful and the valuations of big tech reflect that. They aren't made up numbers. People from around the world invest in these companies because they are the best companies with the best...
It buts them in a constrained position does it not? In boom times intel is forking over profits and in bad times they have a P/E firm breathing down their neck. Intel already has a higher cost basis then TSMC for running fabs. And now even if they do turn a profit they fork over almost half of...
I believe TSMC mentioned this in their last earnings Q&A. That 3nm was priced years ago and that’s why they aren’t seen to being extracting as much profit as analysts expected.
He’s really not. He’s an hardcore ideologue with a god complex (“re-xinping thought”) that’s gotten to where he is by purging dissenters and political manoeuvring. Politicking is the lowest rung of intelligence in my book 😂
Why is samsung LSI seemingly run so incompetently? Does anyone have any vision inside/worked with them can speak on it. I know the PDK's have historically been rough to say the least
Doesn't seem like leading edge AI players are very price sensitive when what everyone wants is the latest, fastest, most power efficient process. What can Samsung even offer at this point other then bargin bin prices. No fabless design house can afford to fall behind their competitors at this...
