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B
At least they leaving some scraps on the mature tech table for now 🤣🤣🤣🤣
Thursday at 12:30 AM
HSINCHU, Taiwan, R.O.C., Apr. 16, 2026 -- TSMC (TWSE: 2330, NYSE: TSM) today announced consolidated revenue of NT$1,134.10 billion, net...
Thursday at 12:11 AM
HSINCHU, Taiwan, R.O.C., Apr. 16, 2026 -- TSMC (TWSE: 2330, NYSE: TSM) today announced consolidated revenue of NT$1,134.10 billion, net...
Wednesday at 11:19 PM
V
Here the transcript of the ASML-investor call.
They expect to ship some 60 in 2026 and some 80+ low-NA EUV tools in 2027. About the...
Wednesday at 10:33 PM
Here the transcript of the ASML-investor call.
They expect to ship some 60 in 2026 and some 80+ low-NA EUV tools in 2027. About the...
Wednesday at 10:20 PM
B
As long as the valuation go up , does it matter what the earnings say?
Wednesday at 7:01 PM
F
Lets compare what is happening vs exagerrated stories on Terafab.
Musk has committed to build a 25B factory in Texas with colocations...
Wednesday at 6:31 PM
F
200B is an interesting figure. Major advanced node development currently follows roughly a 3 year cadence, which implies annual spending...
Wednesday at 6:29 PM
F
Rapidus’ chances of existing long term and continuing R&D have improved a lot. In my view, many countries around the world, including US...
Wednesday at 6:28 PM
M
Lets compare what is happening vs exagerrated stories on Terafab.
Musk has committed to build a 25B factory in Texas with colocations...
Wednesday at 6:06 PM
B
Is this for new facilities or to replace outgoing equipment?
If replacement , where is the older equipment going?
Wednesday at 5:02 PM
Some adjustments to consider for your model:
- Space Data Center is 0 until ~ 2029 or 2030
+ However, AI6 (2028) should start going...
Wednesday at 4:48 PM
Jensen Huang, Lisa Su, and others are very good at playing by the rules that are given them. And yes they bend rules a bit so maybe we...
Wednesday at 4:35 PM
Like.
Daniel Nenni replied to the thread TSMC Q1 2026 Revenue Increased 40.6% Year-Over-Year!!!!!.
hist78 reacted to user nl's post in the thread TSMC Q1 2026 Revenue Increased 40.6% Year-Over-Year!!!!! with
user nl replied to the thread ASML lifts 2026 forecast as surging AI chip demand boosts new orders.Here the transcript of the ASML-investor call. They expect to ship some 60 in 2026 and some 80+ low-NA EUV tools in 2027. About the...
Haha.
Lets compare what is happening vs exagerrated stories on Terafab. Musk has committed to build a 25B factory in Texas with colocations...
Xebec replied to the thread "Intel is proud to join the Terafab project with @SpaceX, @xAI, and @Tesla to help refactor silicon fab technology".Some adjustments to consider for your model: - Space Data Center is 0 until ~ 2029 or 2030 + However, AI6 (2028) should start going...
