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My understanding was that there wasn't just one problem, it was a combination of aggressive design rules (physical and electrical) plus...
Jan 15, 2026
Funny, I've been asking around my "usual suspects" about the possibility of TPU system co-location. One sent me: :ROFLMAO: Another...
Jan 15, 2026
T
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 15, 2026
T
You have a good point. This deal only makes sense to me either if the IP is legacy, low end business for trailing edge nodes, or (as you...
Jan 15, 2026
I
My understanding was that there wasn't just one problem, it was a combination of aggressive design rules (physical and electrical) plus...
Jan 15, 2026
Q&A
Gokul Hariharan, Analyst, J.P. Morgan: Thank you and Happy New Year. So, C.C., it definitely feels like you’ve heard what your...
Jan 15, 2026
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