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M
thats the way all these things work. Lots of hype, some applications scream about it. lots of PR disasters. 10% failure rate under test...
Jan 26, 2026
D
Capital expenditure is investment for future growth of the business. Also in semiconductor industry, an investment in R&D done now is at...
Jan 26, 2026
J
Btw. There was "small" purge few days ago. Wonder how it changes decision making.
Jan 26, 2026
A
Ukraine which has already automated much of warfare, be the first to use AI/ML to control and maximize their weaponry?
Jan 26, 2026
A
I see both robotics and AI becoming the ultimate powerful combination of forces to change almost everything they touch. Including...
Jan 26, 2026
A
If this is the way CC Wei and TSMC see it then I think the chance of a bubble popping in the next few years is extremely low:
TSMC 4Q25...
Jan 26, 2026
A
As long as the customers really follow thru and give the wafer agreements one can look clearly at past CapEx and predict the revenue and...
Jan 26, 2026
Y
May be to re-use all the DDR4 ram they have now that DDR5 is too expensive.
Jan 26, 2026
S
bad decisions regarding products
Jan 26, 2026
I
People are bullish on Bullish.
Jan 25, 2026
M
The Wall Street Journal has a different take on this 4% issue than I did. They propose it was due to not being able to meet demand for...
Jan 25, 2026
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
Like.
If this is the way CC Wei and TSMC see it then I think the chance of a bubble popping in the next few years is extremely low: TSMC 4Q25...
