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L
TSMC's price multiple is apparently suppressed due to geographic reason. There's no reason for such an extremely beneficiary from AI and...
Nov 29, 2025
D
TSMC's price multiple is apparently suppressed due to geographic reason. There's no reason for such an extremely beneficiary from AI and...
Nov 29, 2025
M
Even with immersive cooling or water jackets the operators will want to run things just cool enough to stay within specs. That's still...
Nov 29, 2025
M
The potential though!
Nov 29, 2025
M
I work for one of these guys. The internal message is keep your belts tight now.
Nov 29, 2025
X
Someone on Twitter mentioned it as well, but I was skeptical about whether LBT actually said that. It is a bold statement—actually a bit...
Nov 29, 2025
You can't do such a switch just in a moment he must have thought of something
Yes but so far there hasn't been proof even the raid...
Nov 29, 2025
X
No, but I heard it from friends who did. I was otherwise engaged with my birthday celebration. Given that TSMC is having supply...
Nov 29, 2025
S
You can't do such a switch just in a moment he must have thought of something
Yes but so far there hasn't been proof even the raid...
Nov 29, 2025
S
He was a pretty high up executive; stock sales (at least in the US) often require disclosure and to be scheduled (months?) in advance...
Nov 29, 2025
S
It might be important, but it might also be irrelevant. In a criminal investigation, the most important factor is what a person actually...
Nov 29, 2025
No, but I heard it from friends who did. I was otherwise engaged with my birthday celebration. Given that TSMC is having supply...
Nov 29, 2025
It might be important, but it might also be irrelevant. In a criminal investigation, the most important factor is what a person actually...
Nov 29, 2025
He was a pretty high up executive; stock sales (at least in the US) often require disclosure and to be scheduled (months?) in advance...
Nov 29, 2025
B
If there are pots of cash to be thrown around , hopefully there will be some trickle down for those lower on the totem pole!
Nov 29, 2025
Like.
TSMC's price multiple is apparently suppressed due to geographic reason. There's no reason for such an extremely beneficiary from AI and...
Haha.
The potential though!
Xebec reacted to siliconbruh999's post in the thread TSMC formally sues ex-SVP over alleged transfer of secrets to Intel with
Daniel Nenni replied to the thread Intel expected to begin shipping Apple’s lowest-end M processor as early as 2027.No, but I heard it from friends who did. I was otherwise engaged with my birthday celebration. Given that TSMC is having supply...
hist78 replied to the thread TSMC formally sues ex-SVP over alleged transfer of secrets to Intel.It might be important, but it might also be irrelevant. In a criminal investigation, the most important factor is what a person actually...