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Two important things happened on January 20, 2025. In Washington, D.C., Donald Trump was inaugurated as President of the United States...
Feb 9, 2026
TSMC will do what customers ask them to do. I have read quotes that it was Morris Chang who brought TSMC to AZ but that is not true...
Feb 9, 2026
https://www.tekedia.com/taiwan-firmly-rejects-u-s-push-to-relocate-40-of-semiconductor-capacity-citing-impossible-logistics-and-strategic...
Feb 9, 2026
M
More memory analysis by SemiAnalysis:
https://newsletter.semianalysis.com/p/memory-mania-how-a-once-in-four-decades
Feb 9, 2026
M
This could get interesting.
The US may NEED Chinese memory to be successful.... Cant wait to see how those negotiations go.
Feb 9, 2026
Focus on disciplined execution as market dynamics remain contrasted
- Q3’26 revenue of €160m is up 18% at constant exchange rates and...
Feb 9, 2026
It’s fair to say that when the Hong Kong Monetary Authority speaks, the market listens. That’s because the HKMA operates centrally to...
Feb 9, 2026
In late 2025, the UAE formally approved a National Encryption Policy, strengthening the country’s cybersecurity framework with the aim...
Feb 9, 2026
M
lets see on the math:
What is leading edge (nodes?)?
How many wafers does TSMC make on those nodes?
surely AI has the answer to this
Feb 9, 2026
Announcement reflects growing industry demand for AI that meets ethical, governance, and compliance needs.
MINNEAPOLIS, Feb 9, 2026 –...
Feb 9, 2026
SANTA ROSA, Calif., February 9, 2026
What: Keysight will showcase end-to-end solutions enabling AI system design, interoperability...
Feb 9, 2026
Hsinchu, Taiwan – February 5, 2026 – Phison Electronics Corp. (TPEX: 8299), a global leader in NAND flash controllers and storage...
Feb 9, 2026
A practitioner-focused forum on system architecture, silicon decisions, and shipping production platforms
San Jose, Calif. — Feb. 3...
Feb 9, 2026
Does this (higher volumes at lower ASPs) suggest customers are valuing lower TCO lately, and waiting for Intel to drop prices in order...
Feb 9, 2026
K
Two important things happened on January 20, 2025. In Washington, D.C., Donald Trump was inaugurated as President of the United States...
Feb 9, 2026
Like.
Two important things happened on January 20, 2025. In Washington, D.C., Donald Trump was inaugurated as President of the United States...
Daniel Nenni replied to the thread Taiwan Says Shifting 40% of Chip Capacity to U.S. Is ‘Impossible’.TSMC will do what customers ask them to do. I have read quotes that it was Morris Chang who brought TSMC to AZ but that is not true...
Focus on disciplined execution as market dynamics remain contrasted - Q3’26 revenue of €160m is up 18% at constant exchange rates and...
hist78 reacted to Markwrob's post in the thread Google passes TSMC relative capex in 2026 with