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Intel Corporation (NASDAQ:INTC) is one of the stocks Jim Cramer shared his thoughts on. During the episode, Cramer highlighted the company’s comeback. He remarked:
Intel Corporation (NASDAQ:INTC) designs and manufactures processors, chips, memory, and...
Taiwan was developing nukes in the 1970s and 1980s but the US opposed it. We probably regret that now. Taiwan having nukes could give China a reason to attack though.
Apple started with Samsung Foundry but did the exclusive TSMC partnership at 20nm. This was a big deal for TSMC and changed how they do business. TSMC creates a custom process/PDK for Apple, Apple had most favored nation status so TSMC could not charge less for wafers than what Apple paid etc...
In my opinion this will be mostly a Japan only fab. Rapidus does have an office here in Silicon Valley that is staffed by foundry experienced people but Rapidus does not have the made in America tail wind that Intel Foundry has. I believe the Rapidus PDK is close to production so it will be...
Great read, thank you. It is interesting to give full credit to Tim Cook but as an insider I know it was his team who did it. The same thing with the Apple/TSMC relationship. Tim was not in Taiwan meeting with Morris Chang, it was Jeff Williams. Tim was not at the TSMC 30th anniversary speaking...
I do not believe it will happen under the current US administration. My guess is that Taiwan and China will work it out politically and be partners. That is my hope anyway. If Taiwan had to decide between being part of China or part of the US what would they choose?
TAIPEI, Jan 16 (Reuters) - Taiwan aims to become a close strategic partner with the United States in the area of artificial intelligence (AI) after striking a deal to cut tariffs and boost its investment in the country, Vice Premier Cheng Li-chiun said on Friday.
The administration of President...
(Bloomberg) -- ASML Holding NV became only the third European company to surpass $500 billion in market value after key customer Taiwan Semiconductor Manufacturing Co. gave a stronger-than-anticipated outlook for 2026.
Shares in the Dutch semiconductor equipment maker rose as much as 7.6% in...
Q&A
Gokul Hariharan, Analyst, J.P. Morgan: Thank you and Happy New Year. So, C.C., it definitely feels like you’ve heard what your customers have said to you over the last three, four months. Could you give us a little bit more color on what you’re hearing from your customers, customers on...
Earnings call transcript: Taiwan Semiconductor’s Q4 2025
https://eventwebpage-ott2b.cdn.hinet.net/stweb/tsmc2025Q4ec_audio.html
C.C. Wei, Chairman and CEO, TSMC: Thank you, Wendell. Good afternoon everybody. First let me start with our 2026 outlook. In 2025 we observed robust AI related...
Simply amazing. Congratulations to CC Wei and every single TSMC employee. Enjoy those bonuses!
"TSMC deployed 305 distinct process technologies, and manufactured 12,682 products for 534
customers in 2025 by providing the broadest range of advanced, specialty and advanced
packaging technology...
HSINCHU, Taiwan, R.O.C. – Jan. 9, 2026 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for December 2025: On a consolidated basis, revenue for December 2025 was approximately NT$335.00 billion, a decrease of 2.5 percent from November 2025 and an increase of 20.4 percent from...
GF would have access to more advanced processes than 14nm. Intel needs to fill 7 and 3 fabs. Intel also gets more military and RF business, IBM's old stuff. GF owners finally get rid of the GF boat anchor they have had for 15+ years.
What future does GF have when they are stuck at 14nm? Why...
GF is trying to work with TSMC? I don't understand. They are competitors.
Like the MIPS acquisition, building a big IP business differentiates GF from TSMC. TSMC certainly has a close relationship with Arm but Intel and GF do not.
They do not but China could block it, much like the blocked Tower Semi acquisition. The difference here being that the US Government is backing Intel so I'm sure a deal could be made. EU and Singapore would need to approved since GF has operations. Lip-Bu could do this deal, absolutely. It may...
They would have to support TSMC for sure. Synopsys is very close partners with TSMC. With the MIPS announcement I was told that other processes will be supported based on customer demand and customers will demand TSMC. It will no doubt be the same for this IP.
I worked for the company that...
Previously:
GlobalFoundries Completes Acquisition of MIPS
August 14, 2025
Transaction expands IP offerings, strengthens portfolio differentiation and brings in engineering talent to accelerate AI and compute innovation
MALTA, N.Y., Aug. 14, 2025 – GlobalFoundries (Nasdaq: GFS) (GF) today...
Synopsys Agrees to Sell Processor IP Solutions Business to GlobalFoundries
Key Highlights:
- Synopsys further focuses its IP resources and roadmap on extending leadership in interface and foundation IP while pursuing highest-value, AI-driven opportunities from cloud to edge.
- Transaction...
