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T
I'm not following you on this point. The quote from Pat was:
If anything, Pat seemed to be exaggerating Taiwan's capabilities to make...
Nov 23, 2025
T
I'll take the flames I guess - Taiwan *is* extremely dependant upon others for energy:
According to EIA.GOV -- Total energy import...
Nov 23, 2025
P
https://www.trendforce.com/news/2025/11/21/news-intel-ceo-lip-bu-tan-denies-allegations-that-former-tsmc-exec-brought-trade-secrets-in/...
Nov 23, 2025
T
I did benchmarks for a three letter computer company as an intern back in the day. They were highly manipulated so I have never trusted...
Nov 23, 2025
T
Kinda wild how SemiAnalysis is perpetually beefing with the AMD fanboys.
Nov 23, 2025
T
On the flip side, can you trust Clustermax's results when the testing is done with the cloud provider knowing that "the benchmark" is...
Nov 23, 2025
T
so the fraud is how semianalysis gained access to IBM server/service when they cannot. On the other hand, if IBM's rating is on silver...
Nov 23, 2025
T
Interesting perspective on SemiAnalysis tactics from one of my LinkedIn connections.
I am sure you will delete this, so I will...
Nov 23, 2025
S
Anfu sales and net profit in 2024 is less than $700M and $25M, respectively, in 2024, and fund a 5nm GPU SoC design which cost at least...
Nov 23, 2025
T
Lip-Bu Tan has spent his career reinventing giants. An accomplished executive with more than 20 years of leadership experience, he has...
Nov 23, 2025
T
This looks shady to say the least. Who in his right mind takes 14 boxes of written material with himself when leaving a job to work for...
Nov 23, 2025
T
"CEO Lip-Bu Tan finally stepped out to steady the narrative. After a string of Taiwanese media reports suggested that former TSMC...
Nov 23, 2025
T
This is just hard to believe. Lip-Bu and CC Wei know each other. TSMC is a critical supplier/partner to Intel. If Wei Jen Lo told TSMC...
Nov 23, 2025
T
https://www.trendforce.com/news/2025/11/21/news-intel-ceo-lip-bu-tan-denies-allegations-that-former-tsmc-exec-brought-trade-secrets-in/...
Nov 23, 2025
T
A more recent article confirming WJ Lo now works at Intel...
Nov 23, 2025
Like.
I'm not following you on this point. The quote from Pat was: If anything, Pat seemed to be exaggerating Taiwan's capabilities to make...