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A
Lets compare what is happening vs exagerrated stories on Terafab.
Musk has committed to build a 25B factory in Texas with colocations...
Thursday at 7:35 AM
F
He's still quoting throughput at 30 mJ/cm2, should be at 60 mJ/cm2. I wonder how bad it is at that dose.
Thursday at 5:59 AM
F
Sharp drop in ArFi revenue, could that be China?
Thursday at 5:49 AM
S
Honestly Products have more freedom nowadays in terms of choosing foundry and stuff and them not performing vs external is also a big...
Thursday at 5:01 AM
S
As long as the valuation go up , does it matter what the earnings say?
Thursday at 4:59 AM
In B2B these quasi monopolies of NVIDIA, TSMC and ASML, especially now with them controlling the production capacity of the 21st Century...
Thursday at 1:35 AM
Because of its quasi-monopoly (or "natural monopoly") status before the 1984 breakup, AT&T used its long-distance operations to...
Thursday at 1:31 AM
JH during the last year orso publicly said that because of the high value of TSMC's wafers, they should increase their ASPs !!
Remember...
Thursday at 1:31 AM
JH during the last year orso publicly said that because of the high value of TSMC's wafers, they should increase their ASPs !!
Remember...
Thursday at 1:27 AM
Nvidia does not complain about wafer prices anymore either. Times sure have changed.
Thursday at 1:24 AM
CC Wei uses the jargon "our wafer prices are value based", since some quarters in their investor calls. That is the same language that...
Thursday at 1:22 AM
CC Wei uses the jargon "our wafer prices are value based", since some quarters in their investor calls. That is the same language that...
Thursday at 1:20 AM
ASML expects to nearly double EUV production in 2027, while bracing for new limits on exports of chipmaking machines to China. Of last...
Thursday at 1:05 AM
E
It's all very well to assume that Elon Musk is a genius and that this somehow gives him the right to open his mouth without much thought...
Thursday at 12:43 AM
You can't get 66% margins at mature nodes. This really is an amazing thing CC Wei and his crew are doing. Talk about disruptive!?!?!?!?
Thursday at 12:33 AM
Haha.
Lets compare what is happening vs exagerrated stories on Terafab. Musk has committed to build a 25B factory in Texas with colocations...
user nl replied to the thread TSMC Q1 2026 Revenue Increased 40.6% Year-Over-Year!!!!!.In B2B these quasi monopolies of NVIDIA, TSMC and ASML, especially now with them controlling the production capacity of the 21st Century...
Daniel Nenni reacted to user nl's post in the thread TSMC Q1 2026 Revenue Increased 40.6% Year-Over-Year!!!!! with
Like.
It's all very well to assume that Elon Musk is a genius and that this somehow gives him the right to open his mouth without much thought...