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I just cannot believe the CAPEX!!!!!!
From $4B+ to $5B+ !??!?!?!?!? :ROFLMAO:
CC Wei is FEARLESS!
Jan 15, 2026
B
Or, so does a bubble!!
Jan 15, 2026
Not sure the separation of the Singapore fabs, but 7 and 7H? are the ones I am referring to.
For masks, it is my understanding that they...
Jan 15, 2026
Artificial intelligence/Machine Learning-driven modeling reduces time-to-market for faster Design Technology Co-Optimization development...
Jan 15, 2026
S
The funny thing is, even if Intel knows that trying to do 'dibs and dabs' together is what made them stumble before, they still have to...
Jan 15, 2026
HSINCHU, Taiwan, R.O.C., Jan. 15, 2026 -- TSMC (TWSE: 2330, NYSE: TSM) today announced consolidated revenue of NT$1,046.09 billion, net...
Jan 15, 2026
M
outstanding profitability . 54% OM, 62 GM..... amazing!
Scale does incredible things.
Jan 15, 2026
CAMPBELL, Calif. – January 14, 2026 – Arteris, Inc. (Nasdaq: AIP), a leading technology provider for accelerating semiconductor creation...
Jan 15, 2026
M
Simply amazing. Congratulations to CC Wei and every single TSMC employee. Enjoy those bonuses!
"TSMC deployed 305 distinct process...
Jan 15, 2026
M
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
M
My impression is that Copy Exact! is the fatal flaw that ties Intel hands when the fabs take a transfer from Portland and it flops. And...
Jan 15, 2026
M
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
M
In addition, it is my understanding there were cultural issues where anyone who tried to point out issues and/or offer alternative...
Jan 15, 2026
Tripling product revenues, comprehensive developer tools, and scalable inference IP for vision and LLM workloads, position Quadric as...
Jan 15, 2026
Daniel Nenni replied to the thread TSMC 2025 Fourth Quarter Earnings Conference.I just cannot believe the CAPEX!!!!!! From $4B+ to $5B+ !??!?!?!?!? :ROFLMAO: CC Wei is FEARLESS!
Haha.
Ouch
chipsntexas replied to the thread Another Reason for Intel to Acquire GlobalFoundries.Not sure the separation of the Singapore fabs, but 7 and 7H? are the ones I am referring to. For masks, it is my understanding that they...
AmandaK posted the thread Keysight Unveils Machine Learning Toolkit to Accelerate Device Modeling and PDK Development in Keysight EDA.Artificial intelligence/Machine Learning-driven modeling reduces time-to-market for faster Design Technology Co-Optimization development...
Like.
Simply amazing. Congratulations to CC Wei and every single TSMC employee. Enjoy those bonuses! "TSMC deployed 305 distinct process...
