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K
TSMC does move equipment (or space) from mature nodes to advanced packaging. However, they do not move leading edge node equipment into...
Feb 2, 2026
As IF has to charge market conform rates for wafers to Intel Product, does this mean that for Intel 18A the wafer price it can charge is...
Feb 2, 2026
L
SpaceX is definitely Musk's greatest achievement. And an amazing achievement. IMO, arguably the greatest entrepreneurial...
Feb 2, 2026
I'm wondering why SpaceX needs to buy xAI, a company that has spent a lot, needs to raise much more capital and debt, and will probably...
Feb 2, 2026
Intel Foundry (IF) could achieve a 50% gross margin for its leading edge nodes, but it is not allowed to do so under the current Intel...
Feb 2, 2026
Is this a rerun of the same scheme as when Tesla bought the financially distressed SolarCity (where Elon was a major shareholder and...
Feb 2, 2026
OK here some more details from the CounterPoint research report of end Jan 2026 about that ASIC market growth...
Feb 2, 2026
Agreed, well worth an IPO. Elon Musk will be a trillionaire? He owns 40%+ of the shares and controls 80% of the voting rights. Amazing...
Feb 2, 2026
This $8 billion profit figure represents EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization). Net profit margin is...
Feb 2, 2026
S
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
M
So we don't need Intel, and the US doesn't need semiconductor sovereignty.
All we need is TSMC's US factory.
Feb 2, 2026
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
Like.
TSMC does move equipment (or space) from mature nodes to advanced packaging. However, they do not move leading edge node equipment into...
user nl replied to the thread Running a foundry of Cash Cows and Little Fish: TSMC and the role of chiplets.As IF has to charge market conform rates for wafers to Intel Product, does this mean that for Intel 18A the wafer price it can charge is...
hist78 replied to the thread SpaceX generated about $8b in profit last year ahead of IPO: Sources.I'm wondering why SpaceX needs to buy xAI, a company that has spent a lot, needs to raise much more capital and debt, and will probably...
Daniel Nenni replied to the thread SpaceX generated about $8b in profit last year ahead of IPO: Sources.Agreed, well worth an IPO. Elon Musk will be a trillionaire? He owns 40%+ of the shares and controls 80% of the voting rights. Amazing...
Haha.
This article, as are so many on Yahoo News, is poorly written. Just for starters, chips are fabricated, not forged. :ROFLMAO: Also...
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
