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M
I think @dkr1986 hit on some things and Aaron Rakers published a summary. DC demand grew a lot in the 2H2025 and I guess it was a...
Jan 25, 2026
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...
Jan 25, 2026
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...
Jan 25, 2026
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...
Jan 25, 2026
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...
Jan 25, 2026
It’s more than just a timing issue. Regardless of where Intel directed its capital expenditures, the core purpose of CapEx is to expand...
Jan 25, 2026
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...
Jan 25, 2026
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...
Jan 25, 2026
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...
Jan 25, 2026
B
I think the world knows who/what is the single biggest threat to the world economy.
Jan 25, 2026
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...
Jan 25, 2026
B
On one hand, I hope you're right. On the other hand -- 5 years is an EXTREMELY long time these days.. :)
Jan 25, 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...
Jan 25, 2026
It would be a US territory like Puerto Rico. I definitely like the idea!
Jan 25, 2026
I propose making Taiwan the 51st state! :cool:
Jan 25, 2026
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...