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B
I do believe they were very busy in Q4!
There was a little bit of trickle down 😆😆😆
Dec 10, 2025
S
My gut (uneducated, not a SME) is they'll scale a little further later, on an improved N2 process. TSMC is very conservative in it's...
Dec 10, 2025
A
Strategically that makes sense, but how easy is it to move advanced SoC production from TSMC to Intel Foundry? Historically it was very...
Dec 10, 2025
A
I agree with Moorhead on domestic chip manufacturing development policy. The problem is how to get past the fools in Congress, who...
Dec 10, 2025
H
Agreed, the biggest issue for using IFS for complex SoC production is ecosystem support. TSMC have built up comprehensive support for...
Dec 10, 2025
I always hope that the people running this country know what they are doing since it is above my pay grade. I do credit Jensen Huang and...
Dec 10, 2025
Y
People's brains are full of odds thoughts, sometimes much delutions,all waste energy
Dec 10, 2025
F
Hope they are prepared for the Political minefield awaiting them.
There is a very negative view on Indian investments here in Singapore...
Dec 9, 2025
F
As I have mentioned before. People have been talking about Fabs in India for years. There are very clear reasons why it has never...
Dec 9, 2025
HSINCHU, Taiwan, R.O.C. – Dec. 10, 2025 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for November 2025: On a...
Dec 9, 2025
Wow, that is a lot.
Dec 9, 2025
Walden International has invested in more than a dozen different companies in India. They did the same in China 20+ years ago when it...
Dec 9, 2025
C
Wow, that is a lot.
Dec 9, 2025
F
Pretty sure AI was not considered a federal power by the Constitution when the Tenth Amendment was ratified.
Dec 9, 2025
S
I always hope that the people running this country know what they are doing since it is above my pay grade. I do credit Jensen Huang and...
Dec 9, 2025
Like.
Strategically that makes sense, but how easy is it to move advanced SoC production from TSMC to Intel Foundry? Historically it was very...
Xebec reacted to Daniel Nenni's post in the thread Trump to allow certain Nvidia chip sales to China for 25% U.S Gov cut with
Daniel Nenni posted the thread TSMC November 2025 Revenue Report in SemiWiki Main Forum ( Ask the Experts! ).HSINCHU, Taiwan, R.O.C. – Dec. 10, 2025 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for November 2025: On a...