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If only someone had predicted that all of the wild Fab expansion dreams were not going to become reality
In other related news, NOAA said it has measured a increase in March temperature over that in February and January of this year .... but only in the northern hemisphere.
They attribute the...
We looked at it when I was in memory fabs. The theory was that it is a good reuse for memory equipment (mainly lithography). But like everything, you have to be good at it and efficient at it....
TSMC Fab delays were blamed on various issues. That doesnt mean it was the cause.... it might have been a good excuse. Micron and TI have been successful in fast builds.
Scotten's numbers are spot on. If it turns out that the equipment utilization is much worse than in TW, then TSMC costs will...
The faster the growth, the bigger the impact when it levels off. In general, there will be a 1 quarter warning where everyone says "this is just a short term adjustment" and "We see recovery next quarter". and "fundamentals are still good"
One quarter later it will be a full correction and...
this is great. There is a myth (that is very easy to disprove if you do the math) that TSMC makes all its money on old mature nodes.
Also of note: In 2024, I do not believe Nvidia or AMD had any N3 products. The are never on leading node. (correct me if I am wrong).
If we think Intel and TSMC are in a race, lets track actual foundry revenue from 18A vs N2 in then next 4 quarters. Predictions and models today are not worth arguing about. Actuals matter. I think Vegas is taking bets on revenue and margins for the two processes :ROFLMAO::LOL:
Get your popcorn. Its about to get real.
Be sure to ask every 10 minutes "Is this an April Fools Joke???"
Or maybe the whole meeting is a April fools joke?
Tan has been in job 2 days, looked at the foundry/TD org chart and said "are you kidding me??".... I like Ann but Intel needs to move forward quickly... Naga is perfect for this. I have tons of optimism for Intel suddenly.
Can't wait to see the external people Tan brings in.
How are they behind Intel? I do think Intel is poised to take market from Samsung if the execute and i hear it has been years since Samsung had a manufacturable foundry tech.
We are blessed to have CEOs of Chinese/Taiwanese descent in the US ..... More please.
As I have said before, Anyone who is even remotely related to Lisa Su/Jensen should be a priority hire for any tech firm CEO position :)
