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I'm no ITC tax lawyer specialist but it seems this 35% change was part of the OneBigBBillAct signed by Trump in July 2025...
Jan 28, 2026
I'm no ITC tax lawyer specialist but it seems this 35% change was part of the OneBigBBillAct signed by Trump in July 2025...
Jan 28, 2026
Au contraire, I think the NOT TSMC market will be bigger than ever. I credit Lip-Bu Tan. People trust him, he can do big deals, the man...
Jan 28, 2026
M
Like boy scouts, being prepared is one thing, but whether you actually have the resources is another thing entirely. No amount of...
Jan 28, 2026
M
But it's not just about cost, the amount of extra resource -- meaning, engineers! -- needed to support both BSPD and FSPD processes is...
Jan 28, 2026
J
That would help, but being more expensive isn't really the biggest issue, it's that for lower-power chips with less dense power grids...
Jan 28, 2026
L
News from the "Coal Face"
SINGAPORE – EUV Tech, a major US-based manufacturer of extreme ultraviolet metrology equipment essential for...
Jan 28, 2026
N
Samsung Foundry is behind TSMC, trying to catch/mimic TSMC as much as possible but yield is still low
Intel 5N4Y = Intel 7, Intel 4/3...
Jan 28, 2026
News from the "Coal Face"
SINGAPORE – EUV Tech, a major US-based manufacturer of extreme ultraviolet metrology equipment essential for...
Jan 28, 2026
A
There are also several cost savings or design advantages that custom CPU chips can provide:
1. No hidden costs for marketing, sales...
Jan 28, 2026
B
News from the "Coal Face"
SINGAPORE – EUV Tech, a major US-based manufacturer of extreme ultraviolet metrology equipment essential for...
Jan 28, 2026
A
Like boy scouts, being prepared is one thing, but whether you actually have the resources is another thing entirely. No amount of...
Jan 28, 2026
A
But it's not just about cost, the amount of extra resource -- meaning, engineers! -- needed to support both BSPD and FSPD processes is...
Jan 28, 2026
A
The “NOT TSMC” market is shrinking or even disappearing day by day, partly thanks to Trump.
When Trump forced TSMC to commit $250...
Jan 28, 2026
A
Great analysis! Thanks. Do you have any thoughts on how Intel can get out of this downward spiral?
Dominant does not necessarily mean...
Jan 28, 2026
Daniel Nenni reacted to user nl's post in the thread Pumping the oil of the 21st century: TSMC versus INTEL with
Like.
I'm no ITC tax lawyer specialist but it seems this 35% change was part of the OneBigBBillAct signed by Trump in July 2025...
user nl replied to the thread Pumping the oil of the 21st century: TSMC versus INTEL.I'm no ITC tax lawyer specialist but it seems this 35% change was part of the OneBigBBillAct signed by Trump in July 2025...
Haha.
Like boy scouts, being prepared is one thing, but whether you actually have the resources is another thing entirely. No amount of...
hist78 reacted to Barnsley's post in the thread EUV Tech - Major US semicon equipment firm opens first global office in Singapore to serve Asia customers with
