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F
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
A
They may, indeed, make that choice. However, I would caution against setting expectations based on Intel's past behavior. Intel has...
Jan 15, 2026
F
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 15, 2026
2025 Financial Highlights
Jan 15, 2026
10B is still peanuts in this business in my humble opinion. Creating a capital intensive business under the assumption of unlimited gov...
Jan 15, 2026
In June 2024, Intel’s then CEO, Pat Gelsinger, said during an interview in Taiwan:
"Q: Intel's foundry business has suffered huge...
Jan 15, 2026
L
I think you are confounding two separate issues here. The negative effect of Copy Exact have to do with what happens after the...
Jan 15, 2026
If my observation of Intel’s past behavior is accurate, I expect the company to attribute as many costs and expenses as possible to IFS...
Jan 15, 2026
B
Simply amazing. Congratulations to CC Wei and every single TSMC employee. Enjoy those bonuses!
"TSMC deployed 305 distinct process...
Jan 15, 2026
B
My impression is that they’re actually technically pulling it off with all these at once (Panther Lake and Clearwater Forest is proof)...
Jan 15, 2026
B
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
M
10B is still peanuts in this business in my humble opinion. Creating a capital intensive business under the assumption of unlimited gov...
Jan 15, 2026
B
So they dont use AMTC in Dresden anymore?
I didnt they had been making their own masks for over 20yrs
Jan 15, 2026
B
Is there going to be any trickle down?
Jan 15, 2026
B
When I mentioned whether any Intel acquisitions achieved “big success,” I was thinking those that delivered big and measurable results...
Jan 15, 2026
hist78 replied to the thread TSMC 2025 Fourth Quarter Earnings Conference.2025 Financial Highlights
Like.
10B is still peanuts in this business in my humble opinion. Creating a capital intensive business under the assumption of unlimited gov...