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Judy Lin 林昭儀
Jan 27, 2026
Executive Summary: The “System-Level Foundry” Shift
Understanding TSMC’s current Intellectual Property (IP)...
Monday at 8:08 PM
S
I think that most of the USA would not miss California.
Even Northern California wish it could break away from the south.
Monday at 8:06 PM
C
I think that most of the USA would not miss California.
Even Northern California wish it could break away from the south.
Monday at 8:03 PM
D
Agreed. Californian would prefer to be independent. The entire world would prefer California be independent except for USA.
Monday at 7:56 PM
S
The economic realities of operating in high cost location.
The rules in Singapore have changed a lot since UMC first arrived am...
Monday at 7:52 PM
Managing its expansion and existing operations has been a key test.
United Microelectronics Corp. (UMC) is grappling with rising costs...
Monday at 7:51 PM
B
Have you seen US Tik Tok?
No need to wait and see.
Somewhat embarrassing for Trump and his lackeys , but it is what it is for the...
Monday at 6:00 PM
B
The economic realities of operating in high cost location.
The rules in Singapore have changed a lot since UMC first arrived am...
Monday at 5:10 PM
Im just saying Intel is not constrained by TSMC, they are constrained by IFS ..... @siliconbruh999 may be correct on product issues...
Monday at 4:27 PM
TSMC does not have spare N3 capacity but Intel signed up for a significant amount of wafers so I do not think TSMC is the bottleneck here.
Monday at 4:27 PM
L
"A CoreWeave spokesperson told Reuters that the cash from the new investment will not be used to purchase Nvidia processors, but...
Monday at 3:54 PM
B
Managing its expansion and existing operations has been a key test.
United Microelectronics Corp. (UMC) is grappling with rising costs...
Monday at 3:41 PM
L
So where is the Intel 18A product of Microsoft?
I have read that Microsoft is one of the customers of 18A, and I originally think this...
Monday at 3:33 PM
Managing its expansion and existing operations has been a key test.
United Microelectronics Corp. (UMC) is grappling with rising costs...
Monday at 3:13 PM
K
I think the door is beginning to close for new entrants for the data center barring any disruptive technologies (optical AI computing)...
Monday at 2:52 PM
Like.
I think that most of the USA would not miss California. Even Northern California wish it could break away from the south.
hist78 reacted to Daniel Nenni's post in the thread UMC flags rising costs, talent strain at Singapore fabs with
Xebec reacted to MKWVentures's post in the thread How Intel Came Crashing Back to Earth After Its Trump Bump with
Daniel Nenni posted the thread UMC flags rising costs, talent strain at Singapore fabs in SemiWiki Main Forum ( Ask the Experts! ).Managing its expansion and existing operations has been a key test. United Microelectronics Corp. (UMC) is grappling with rising costs...
