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TI can seemingly build fabs in TX almost as fast as TSMC does in Taiwan (3 years vs 3 years for a moderately bigger one). If TSMC needs...
Mar 28, 2025
X
"The final answer was: It costs TSMC less than 10% more to process a 300mm wafer in Arizona than the same wafer made in Taiwan. "
🙏 🙏
Mar 28, 2025
X
"Taiwan Semiconductor Manufacturing Company’s pledge to spend an extra $100bn on advanced manufacturing plants in the US will do little...
Mar 28, 2025
What a party pooper 🤔🤔
Mar 28, 2025
"Taiwan Semiconductor Manufacturing Company’s pledge to spend an extra $100bn on advanced manufacturing plants in the US will do little...
Mar 28, 2025
"OpenAI is close to finalizing a $40 billion funding round that would lift the company's valuation to $300 billion, according to...
Mar 28, 2025
Among the current 14 Intel Board of Directors, there are 5 members who are coming from the finance background:
Frank D. Yeary
James...
Mar 28, 2025
S
Not enough are retiring...
Mar 28, 2025
X
Several analysts mentioned Intel does not have concrete products to address the data centre AI market. They have Gaudi though. Anyways...
Mar 27, 2025
Y
One common point I noticed about all the comments I read about lip bu Tan is he is extremely well connected in the semiconductor...
Mar 27, 2025
After thinking about this for a bit I wonder if Lip-Bu is playing his cards close to his chest here. Or maybe he is speaking directly to...
Mar 27, 2025
Can you please do the world a favor? Tell those people who work at TSMC Arizona, but don’t feel it’s a good or right place for them, to...
Mar 27, 2025
K
I think what Lip-Bu could do:
1. Assigning a right person to lead the this effort
2. Allocating more resources into the project
3...
Mar 27, 2025
K
Not really. Only two are sort of finance background: Sequoia Capital and BlackRock.
Nvda board has several VC partners as directors...
Mar 27, 2025
X
That's the part that caught my eye as well.
Mar 27, 2025
Like.
TI can seemingly build fabs in TX almost as fast as TSMC does in Taiwan (3 years vs 3 years for a moderately bigger one). If TSMC needs...
hist78 replied to the thread TSMC’s $100bn pledge to Donald Trump will not revive US chipmaking, says ex-Intel chief.What a party pooper 🤔🤔
Daniel Nenni replied to the thread Intel CEO Lip-Bu Tan’s Letter – 2024 Annual Report to Security Holders.After thinking about this for a bit I wonder if Lip-Bu is playing his cards close to his chest here. Or maybe he is speaking directly to...