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  1. M

    The new Cerebras CS-3

    Figures. But I mean in general. I haven't heard ANYTHING out of samsung logic.
  2. M

    The new Cerebras CS-3

    TSMC just getting all the design wins huh. I can't remember the last time I saw a logic chip being announced on a samsung process
  3. M

    Intel Will Have 1 Critical Advantage Over TSMC and Samsung in 2025

    These articles written by financial outfits always miss the nuisance as a rule. Isn’t BPD coming immediately after for TSM? They are just making sure they get GAA down first because until like Intel they have customers banking on and expecting high volume shipments.
  4. M

    China Plans $27B Chip Fund Amid US Tech Curbs

    Wasted money. As long as the CCP insists on being openly hostile and confrontational or the world stage this investment will go nowhere. Who's going to use Chinese fabs outside of China? The domestic market isn't big enough to support a competitor to Intel, Samsung, and least of all TSMC. Semis...
  5. M

    President Wei Zhejia (CC Wei) shows confidence: "There is no way to compete with TSMC"

    Morris hasn’t been involved for some time and TSMC is doing better then ever. Also the subsidy game is irrelevant. The CHIPS act is $39 billion for all chip manufactures spread over 10 years and is a once in a generation initiative. TSMC spends $30+ billion plus in capex each year by itself...
  6. M

    TSMC February Report 2024

    Mar YOY
  7. M

    President Wei Zhejia (CC Wei) shows confidence: "There is no way to compete with TSMC"

    Agreed. I want to see competition in the market because it will make everyone better, TSMC included. But TSMC is not getting replaced or unseated as #1 in our lifetimes (my opinion). The economies of scale is just unfathomably large for them. Never mind the open ecosystem, institutional...
  8. M

    TSMC February Report 2024

    I get the feeling march is going to be 20%+
  9. M

    President Wei Zhejia (CC Wei) shows confidence: "There is no way to compete with TSMC"

    I wouldn't be so sure. Intel is just i9up-[=q2w3e4r53qw1
  10. M

    UMC Reports Sales for February 2024

    Good sign for the entire industry is UMC is finally turning the corner. Has to mean TSMC will have had a good Feb
  11. M

    Bloomberg: Japan Pulls Off an Early Chip Victory

    Totatally untrue
  12. M

    Intel Foundry Direct Connect Keynote (Replay)

    Holy cringe batman......
  13. M

    Future Horizon Semiconductor Market Update 2024

    Did TSMC not guide a stronger Q1 then last year?
  14. M

    Sam Altman Seeks Trillions of Dollars to Reshape Business of Chips and AI

    I think many of us here would be more qualified in modelling a fab build out plan than Sam. I get the feeling he’s really strayed from his lane here lol.
  15. M

    TSMC Board of Directors Meeting Resolutions 2024

    Would love to see them buy back stock after this expansion cycle is done
  16. M

    TSMC Board of Directors Meeting Resolutions 2024

    Does TSMC buy back shares to offset issuance for employees?
  17. M

    TSMC to build 2nd chip plant near 1st factory in Japan's Kumamoto

    U.S unions do an excellent job of sucking money and time out of every project.
  18. M

    Intel To Utilize TSMC’s 2nm Process In Next-Gen “Nova Lake” CPUs

    What’s the latest on N2 anyways? Not much was really said on the earnings call. Looking good or what? How about compared to N3’s success?
  19. M

    Intel partners with UMC

    Could not disagree more. Intel is mortgaging the future. They are splitting profits 51%/50% with brookfield to build out some fabs, and taking on all these costs with partnerships/middlemen. How are they going to compete with TSMC when return on equity is going to be eaten all along the way? I'm...
  20. M

    Intel partners with UMC

    Me too haha. This really feels like a middle finger to TSMC lol
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