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Samsung is hiring for the Taylor fab now. Many entry level. The door is open, with or without fab experience. Fabs involve a lot of...
Feb 10, 2026
D
Speaking as someone who has actually done thermal analysis comparison of FSPD vs. BSPD in real high-performance chips vs. high-school...
Feb 10, 2026
B
Samsung is hiring for the Taylor fab now. Many entry level. The door is open, with or without fab experience. Fabs involve a lot of...
Feb 10, 2026
B
Any port in the storm. My impression is CXMT should be successful, they paid their dues. So artificially limiting them with tarriffs...
Feb 10, 2026
That is about 12.7 B$ revenue in a single month. Intel Foundry reports about 4.5$ / quarter, almost 10x less than TSMC.
Feb 10, 2026
S
Don't worry US CPUs with Chinese RAM will make for a good combo
Feb 10, 2026
S
As if China were itself not short of memory chips.
Feb 10, 2026
A
With the population of most modern countries going down and the proportion of retirees going up, automation will be the key to economic...
Feb 10, 2026
Seems like the largest ever capex approved by the Board of TSMC in their quarterly board meetings:
4. To meet long-term capacity plans...
Feb 10, 2026
It looks like TSMC will be able to back up the $56B CAPEX, absolutely.
Feb 10, 2026
I
Which is exactly what I said earlier, but which was voted down, possibly by the usual Elon-haters who want SpaceX to fail... :-(
(just...
Feb 10, 2026
HSINCHU, Taiwan, R.O.C. – Feb. 10, 2026 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for January 2026: On a...
Feb 10, 2026
F
Not really surprising. With AI eating up HBM capacity, it makes sense that OEMs are at least qualifying alternative DRAM sources as a...
Feb 9, 2026
S
one cannot talk about hypotheticals, as it will lead to other hypotheticals ...
curious why you have so little confidence in LP Tan?
Feb 9, 2026
M
The ground work is already done by Pat, don't forget about this.
Tan is the one only following up what Pat is left now.
Pat should...
Feb 9, 2026
Daniel Nenni reacted to benb's post in the thread After years of delays, Samsung begins limited operations at Taylor chip plant with
Like.
Samsung is hiring for the Taylor fab now. Many entry level. The door is open, with or without fab experience. Fabs involve a lot of...
user nl replied to the thread TSMC Revenue Jumps 37% in January While AI Spending Marches On.That is about 12.7 B$ revenue in a single month. Intel Foundry reports about 4.5$ / quarter, almost 10x less than TSMC.
Haha.
As if China were itself not short of memory chips.