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L
If you mean that TSMC can demand big margins for their bleeding-edge process because there's no competition, then that's true as their...
Feb 2, 2026
SpaceX's most recent financials, which have not been previously reported, led some banks to estimate that the company could raise more...
Feb 2, 2026
This article, as are so many on Yahoo News, is poorly written. Just for starters, chips are fabricated, not forged. :ROFLMAO: Also...
Feb 2, 2026
Perhaps TSMC got inspired by NVIDIA's gross margins during 2023-2025 and that their CEO stated in public that he thought that TSMC could...
Feb 2, 2026
K
agreed
oof
Intel doesn't have a horde of EUV Machines like TSMC has as for cost savings only time will tell
Feb 2, 2026
K
If you mean that TSMC can demand big margins for their bleeding-edge process because there's no competition, then that's true as their...
Feb 2, 2026
K
I think this has to do with competition as well there is no options for TSMC for fabless except for maybe Intel Products
Intel being a...
Feb 2, 2026
K
Process progress used to be very fast in the days of Dennard scaling when dimensions really did scale linearly with the headline node...
Feb 2, 2026
The AI chip race isn't just a one-horse sprint led by Nvidia.
As hyperscalers like Google, Meta, and Microsoft race to lower the...
Feb 2, 2026
This clearly proves my point
Feb 2, 2026
S
This clearly proves my point
Feb 2, 2026
Perhaps TSMC got inspired by NVIDIA's gross margins during 2023-2025 and that their CEO stated in public that he thought that TSMC could...
Feb 2, 2026
During 2017 to 2025 ASML shipped/recognized some 310 EUV tools in their reporting, majority low NA. Gemini estimates the following...
Feb 2, 2026
I think this has to do with competition as well there is no options for TSMC for fabless except for maybe Intel Products
Intel being a...
Feb 2, 2026
Process progress used to be very fast in the days of Dennard scaling when dimensions really did scale linearly with the headline node...
Feb 2, 2026
Like.
If you mean that TSMC can demand big margins for their bleeding-edge process because there's no competition, then that's true as their...
Daniel Nenni posted the thread SpaceX generated about $8b in profit last year ahead of IPO: Sources in SemiWiki Main Forum ( Ask the Experts! ).SpaceX's most recent financials, which have not been previously reported, led some banks to estimate that the company could raise more...
user nl reacted to blueone's post in the thread Broadcom and TSMC to emerge as big winners in the custom AI chip boom with
Xebec reacted to user nl's post in the thread Running a foundry of Cash Cows and Little Fish: TSMC and the role of chiplets with