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Simply amazing. Congratulations to CC Wei and every single TSMC employee. Enjoy those bonuses!
"TSMC deployed 305 distinct process...
Jan 15, 2026
S
I can think of two people....
But the bigger point is that Intel's corporate culture and structure allowed such a thing to happen...
Jan 15, 2026
S
Yeah, I read that semianalysis report (I'm on their distribution list), pretty much everything it said made no sense to me at all. It...
Jan 15, 2026
S
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
S
I can name many
- Mobileye
- IMS Nano fabrication
- Codeply software (good software for HPC/AI)
- Movidius(NPU is their IP)
- Rivet...
Jan 15, 2026
S
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
There's a huge list here: https://en.wikipedia.org/wiki/List_of_mergers_and_acquisitions_by_Intel
Based on the list, I'd say no...
Jan 15, 2026
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 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 15, 2026
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
Like.
Simply amazing. Congratulations to CC Wei and every single TSMC employee. Enjoy those bonuses! "TSMC deployed 305 distinct process...
Haha.
Yeah, I read that semianalysis report (I'm on their distribution list), pretty much everything it said made no sense to me at all. It...
Xebec replied to the thread Another Reason for Intel to Acquire GlobalFoundries.There's a huge list here: https://en.wikipedia.org/wiki/List_of_mergers_and_acquisitions_by_Intel Based on the list, I'd say no...
Daniel Nenni replied to the thread TSMC 2025 Fourth Quarter Earnings Conference.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...