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M
Intel is not limited on capacity from TSMC. Only IFS is a problem. and a reminder. Intel is constrained while their revenue drops. No...
Monday at 8:51 AM
M
Couple items:
the 2nd largest foundry commitment in 2030 was made for external foundry. they said they would be number 2 overall...
Monday at 8:45 AM
P
I believe not by an inch, as this is part of the plan. A textbook 1938 reenaction – you get a totalitarian regime, but still with a bit...
Monday at 8:34 AM
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...
Monday at 8:22 AM
D
Capital expenditure is investment for future growth of the business. Also in semiconductor industry, an investment in R&D done now is at...
Monday at 8:03 AM
J
Btw. There was "small" purge few days ago. Wonder how it changes decision making.
Monday at 7:36 AM
A
Ukraine which has already automated much of warfare, be the first to use AI/ML to control and maximize their weaponry?
Monday at 7:11 AM
A
I see both robotics and AI becoming the ultimate powerful combination of forces to change almost everything they touch. Including...
Monday at 6:29 AM
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...
Monday at 6:04 AM
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...
Monday at 5:57 AM
Y
May be to re-use all the DDR4 ram they have now that DDR5 is too expensive.
Monday at 1:03 AM
S
bad decisions regarding products
Monday at 12:53 AM
I
People are bullish on Bullish.
Sunday at 10:59 PM
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...
Sunday at 9:07 PM
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...
Sunday at 9:03 PM
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...
