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  1. F

    Former Intel CEO Craig Barrett on saving Intel

    Realistically, the capacity equivalent to TSMC (total) cannot be fulfilled within the US, within practical scope of money/time.
  2. F

    Former Intel CEO Craig Barrett on saving Intel

    4. Intel is cash poor and can’t afford to invest in the capacity needed in the future to replace TSMC or even a reasonable fraction of TSMC capacity. They probably need a cash infusion of $40B or so to be competitive. Is $40 billion even enough?
  3. F

    SMIC Q2 2025 Earnings and Commentary

    This still means overseas orders could drop since they have the inventory. Domestic orders would have to pick up the slack.
  4. F

    SMIC Q2 2025 Earnings and Commentary

    This looks like another AI investment research summary: https://www.ainvest.com/news/smic-resilience-geopolitical-trade-pressures-strategic-investment-case-2508/ On technological self-reliance vs. international collaboration Advocates for SMIC argue that its 5nm technology development through...
  5. F

    SMIC Q2 2025 Earnings and Commentary

    The presentation material is here: https://www.smics.com/uploads/689467a2/Q2_2025%20Financials%20Presentation.pdf
  6. F

    Donald Trump threatens 100% tariff on chips with carve-out for investment in US

    The tariffs also jeopardize ongoing collaborations with US customers.
  7. F

    Trump demand's Intel CEO's resignation

    If he and Elon were on better terms...
  8. F

    Intel’s Pivot: Why It’s Betting on UMC—Not TSMC—in the Legacy Node Wars

    OK, so if Intel/UMC 12 nm is more advanced than Intel 14 nm, then it should be substantially different from Intel 16.
  9. F

    Donald Trump threatens 100% tariff on chips with carve-out for investment in US

    What counts as investment, though? Many companies have made investments in US prior to Trump's presidency.
  10. F

    Donald Trump threatens 100% tariff on chips with carve-out for investment in US

    The article further mentioned that Cook presented Trump with a US-made engraved glass plaque with a gold base.
  11. F

    Donald Trump threatens 100% tariff on chips with carve-out for investment in US

    President says tech companies can avoid the levy by investing in US manufacturing Michael Acton in San Francisco, Tim Bradshaw in London and Aime Williams, James Politi and Demetri Sevastopulo in Washington Published yesterday Updated14:17 Donald Trump has vowed to impose a 100 per cent tariff...
  12. F

    TSMC exempt from tariffs?

    However, I fear Trump's playbook is to use the threat of tariffs to demand more investment. Trump previously threatened Apple with extra tariffs unless it moved iPhone manufacturing to the US.
  13. F

    Intel’s Pivot: Why It’s Betting on UMC—Not TSMC—in the Legacy Node Wars

    I've read that 12nm was supposed to be comparable to TSMC's 12nm, and I assumed the '16' in Intel 16 nm likewise was supposed to compare to TSMC's 16nm.
  14. F

    TSMC exempt from tariffs?

    TSMC stock was up almost 5% on the Taiwan Stock Exchange today on the belief that TSMC would be exempt from Trump's tariffs, due to building factories and investing in the United States. The weighted index opened higher today and then fluctuated throughout the day, closing at 24,003.77 points...
  15. F

    Report: China ships first NIL lithography tool as 300-plus firms mobilize to rival EUV tech

    Largely due to its stochastic nature, EUV still requires multipatterning, which takes the shine off the initial claims by ASML. A big burden for NIL to gain any traction is building the infrastructure, just like it was a challenge for EUV. This would also require customer evaluations. I doubt...
  16. F

    Report: China ships first NIL lithography tool as 300-plus firms mobilize to rival EUV tech

    Amid tightening US export controls on EUV lithography systems and related technologies, China's chip equipment sector has made a breakthrough. On August 1, Pulin Technology (Hangzhou) shipped its first domestically developed semiconductor-grade step-and-repeat nanoimprint lithography (NIL) tool...
  17. F

    Multibeam Secures $31 Million in Series B Financing to Accelerate Global Deployment of E-Beam Lithography Production Solutions

    Didn't TSMC previously invest in Mapper, a similar concept?
  18. F

    Multibeam Secures $31 Million in Series B Financing to Accelerate Global Deployment of E-Beam Lithography Production Solutions

    It's hard to set overlay and resolution specs for EBL systems, they're inherently unstable. Also, the actual number of exposing electrons is hard to define.
  19. F

    Desperate measures to save Intel: US reportedly forcing TSMC to buy 49% stake in Intel to secure tariff relief for Taiwan

    https://www.mnews.tw/story/mm-20250804fin003 A major electronics industry boss told this publication that the 20% tariff figure reached in the Taiwan-US reciprocal tariff negotiations was not surprising, as Taiwan's trade deficit with the US last year was higher than that of Japan and South...
  20. F

    TSMC Reportedly Fires Staff over Suspected 2nm Leak Ahead of Mass Production

    It looks like the story did not identify who was requesting the information (Samsung? Intel? China? Rapidus?). I assume that the perpetrators would already have authorized access. If it was not authorized, they should not be able to get the information, with the trade secret protection system...
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