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R
This is what happens when your customers miss their forecasts. It happens to the best of us, even TSMC. There are also black swan events...
Sunday at 8:58 PM
M
18A does not have a better margins today or throughout most of 2026. Margins go down the more 18A ramps. Margins on 18A are negative...
Sunday at 8:42 PM
F
this was a very long winded response to 2 simple questions
1) How much revenue do you need from external to claim some success (no...
Sunday at 8:36 PM
F
I would feel some hidden story behind the yield number which has been played by foundries for years. It could be testchip yield, small...
Sunday at 8:34 PM
It’s more than just a timing issue. Regardless of where Intel directed its capital expenditures, the core purpose of CapEx is to expand...
Sunday at 7:58 PM
C
I’m not sure Puerto Rico has real representation in the US federal government. Do they have a vote in the senate and do they have a vote...
Sunday at 7:24 PM
S
I would feel some hidden story behind the yield number which has been played by foundries for years. It could be testchip yield, small...
Sunday at 7:00 PM
M
Those are valid reasons. But after spending a massive $109 billion in capital expenditures (2020–2024) and $78.87 billion on R&D over...
Sunday at 6:53 PM
B
I think the world knows who/what is the single biggest threat to the world economy.
Sunday at 6:50 PM
From Google:
The iShares 1-3 Year Treasury Bond ETF (SHY) is an exchange-traded fund that tracks an index of U.S. Treasury bonds with...
Sunday at 5:47 PM
B
On one hand, I hope you're right. On the other hand -- 5 years is an EXTREMELY long time these days.. :)
Sunday at 5:21 PM
Yield if definitely a magical number and very manipulated. SRAM yield is a big benchmark for foundries but that does not mean that your...
Sunday at 5:19 PM
It would be a US territory like Puerto Rico. I definitely like the idea!
Sunday at 4:37 PM
I propose making Taiwan the 51st state! :cool:
Sunday at 4:35 PM
No, obviously they are preparing to wash off their hands. And I feel very much that Trump is trying to pull Munich on Taiwan in some...
Sunday at 4:34 PM
Like.
This is what happens when your customers miss their forecasts. It happens to the best of us, even TSMC. There are also black swan events...
hist78 replied to the thread The Wonderland of Intel Stock.It’s more than just a timing issue. Regardless of where Intel directed its capital expenditures, the core purpose of CapEx is to expand...
Daniel Nenni replied to the thread KeyBanc's TSMC/Intel/Samsung yield benchmark (1/13/2026).Yield if definitely a magical number and very manipulated. SRAM yield is a big benchmark for foundries but that does not mean that your...