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Earnings call transcript: Taiwan Semiconductor’s Q4 2025
https://eventwebpage-ott2b.cdn.hinet.net/stweb/tsmc2025Q4ec_audio.html
C.C...
Jan 15, 2026
Simply amazing. Congratulations to CC Wei and every single TSMC employee. Enjoy those bonuses!
"TSMC deployed 305 distinct process...
Jan 15, 2026
HSINCHU, Taiwan, R.O.C. – Jan. 9, 2026 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for December 2025: On a...
Jan 15, 2026
B
GF got a lot of customers at 130nm and above , they pay 50k for a set of masks , not 50k per mask where is the business model where they...
Jan 14, 2026
C
I have to ask a dumb question: did Intel ever buy a company and actually turn it into a big success?
At best, Mobileye and Altera...
Jan 14, 2026
S
Funny, I've been asking around my "usual suspects" about the possibility of TPU system co-location. One sent me: :ROFLMAO: Another...
Jan 14, 2026
S
soft IP like such processors are different from hard IP, and a lot more foundry neutral. Unless GF think there are techniques they can...
Jan 14, 2026
S
Surely that's just trading one conflict of interest (Synopsys competing with other processor IP companies who are also its customers)...
Jan 14, 2026
S
I'm hoping that new megafabs will be mostly automated so the cost will not be huge but it will of course be more costly than Korea since...
Jan 14, 2026
J
I have to ask a dumb question: did Intel ever buy a company and actually turn it into a big success?
At best, Mobileye and Altera...
Jan 14, 2026
S
You are correct.
Some issues
1) at least as of 3 years ago, There were LTD process integration people at Intel who said the process was...
Jan 14, 2026
B
You probably missed the point of the title of the video. Intel´s focus for the products shown in the video focusses on low- to mid-end...
Jan 14, 2026
B
That is Serpent Lake fitting name if you see Nvidia's Working i might say Hammer Lake has Intel iGPU
Yeah
Jan 14, 2026
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...
Jan 14, 2026
D
I have heard the same no one knows exactly why it happened but i think we all know the guy that tried to cover it up and was successful...
Jan 14, 2026