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TSMC repurposed Fab 3 for pellicle production last year. Fred will know more about this but TSMC did not use pellicles at 7nm but you have to use them today. Making your own pellicles can be a competitive opportunity, not using the same ones as your competitor. A reduction in cost as well. Great...
TSMC is repurposing its old, wound-down, 8-inch Fab 3 in Hsinchu Science Park to produce extreme ultraviolet pellicles, bringing this production in-house. An EUV pellicle is a thin, highly transparent membrane stretched above a photomask to prevent particles from contacting the mask during EUV...
Not too far off.... Foundation IP for 14A is probably not paid for yet so that may be an upside. Same with Samsung 2nm now that Tesla has made a major commitment. Definitely do not count Synopsys out since they own the IP market.
Agreed, although Samsung 2nm just got a big boost from Tesla but a big IP buy is probably a year away. Rapidus is also buying IP for their 2nm. In regards to foundation IP: Intel 18A and 14A are not meeting expectations, Samsung 2nm was delayed.
Intel and China I guess? Intel is a very large Synopsys customer. There must be a big IP buy if 14A is to go online in the coming years. Maybe that was pushed out? IP really is the canary in the foundry coal mine. No canary no foundry business. Or LBT may be moving Intel over to Cadence? Or...
HSINCHU, Taiwan, R.O.C. – Sep. 10, 2025 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for August 2025: On a consolidated basis, revenue for August 2025 was approximately NT$335.77 billion, an increase of 3.9 percent from July 2025 and an increase of 33.8 percent from August...
On August 6, GlobalFoundries announced in its second quarter 2025 financial report released yesterday local time that as part of its "In China for China" strategy, it has reached a final agreement with a local Chinese wafer foundry to provide reliable supply to GlobalFoundries' customers in...
I have worked 7 days a week for most of my career and still do but I am not an introvert, I am success driven. Every morning when I wake up I think about providing for my family. Money does buy happiness as well as security. If you look at the great leaders of our industry they do the same...
(Reuters) -Chipmaker Wolfspeed's shares surged about 48% to $1.82 on Tuesday after it said a U.S. court confirmed its Chapter 11 reorganization plan, clearing the way to exit bankruptcy protection in the next several weeks.
Upon emergence from bankruptcy, the company expects to reduce its...
The answer I would want to hear is constructively discuss and commit one way or the other. If your boss is wrong, approach the situation tactfully and professionally. First, ensure you fully understand their perspective by listening carefully and asking clarifying questions if needed. Then, if...
I would back a 3 day RTO (Tuesday-Wednesday-Thursday) with Monday and Friday work from home. Would that be a middle ground? Monday is email catch-up day and Friday is the least productive day anyway?
Given the proper financial motivation of salespeople they should work 7 days a week.
If they were good salesmen they would have their own office. :ROFLMAO:
I went to a sales training in the 1990s and they showed the movie Glenngary Glenn Ross. It was hilarious. The ABCs of sales "Always be Closing!" and "Coffee is for closers!"
My day job is helping start-up and re-start-up...
The refrigerator distracts me while working at home.
I have a friend who took a CEO job at a company that made remote work permanent and it is not working which is why they have a new CEO. Unfortunately employees moved so much in 4 years it is impossible to RTO now. It seems some companies can...
Also called account managers for existing accounts. They milk cows versus rustling new cows. Some inexperienced sales people try and milk bulls which only makes the bulls mad. 😂
I believe she is in support versus sales. In my experience there are two kinds of semiconductor sales people: Hunters versus Farmers and they are two very different skill sets. Hunters generally make more money so that is what you want to be. My guess is that Intel is full of farmers given the...
