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Further details:
TSMC has 3 primary R&D centers located in Hsinchu, Taiwan (Global R&D Center and Fab 12 R&D component) and Tsukuba...
Friday at 10:23 AM
I have not been able to confirm this with TSMC or Intel yet. Anyone? Did the second TSMC Japan fab build get started yet?
Friday at 10:19 AM
To support local manufacturing:
HSINCHU, Taiwan, R.O.C. Mar. 4, 2025 – TSMC (TWSE: 2330, NYSE: TSM) today announced its intention to...
Friday at 10:03 AM
Investing.com-- TSMC, Intel and several other major chipmakers have slowed the pace of their expansions in Japan and Malaysia due to...
Friday at 9:58 AM
C
Hold on - isn't this the same Pat Gelsinger who was telling us how great Intel's technology was for the past few years ? If Intel's...
Friday at 9:28 AM
C
Pat G is not wrong about the importance of localized R&D. He is wrong about TSMC however. TSMC already announced establishing an R&D...
Friday at 9:27 AM
C
To me, one of the biggest questions is: Where *was* Intel, the self-proclaimed American semiconductor advocate, over the past 10+ years...
Friday at 9:27 AM
K
I trust Lip Bu to be extremely customer-focused as well as strategic. If customers want to consume their AI data center chips in the...
Friday at 9:15 AM
M
Customer18A tape-outs mid 2025 is a good thing. Amazon and Microsoft I would bet. They are also Cadence customers of course so Lip-Bu...
Friday at 9:12 AM
To me, one of the biggest questions is: Where *was* Intel, the self-proclaimed American semiconductor advocate, over the past 10+ years...
Friday at 9:12 AM
Pat G is not wrong about the importance of localized R&D. He is wrong about TSMC however. TSMC already announced establishing an R&D...
Friday at 9:10 AM
Hold on - isn't this the same Pat Gelsinger who was telling us how great Intel's technology was for the past few years ? If Intel's...
Friday at 9:10 AM
What a party pooper 🤔🤔
Friday at 9:10 AM
"Taiwan Semiconductor Manufacturing Company’s pledge to spend an extra $100bn on advanced manufacturing plants in the US will do little...
Friday at 9:10 AM
K
Several analysts mentioned Intel does not have concrete products to address the data centre AI market. They have Gaudi though. Anyways...
Friday at 8:57 AM
fansink replied to the thread TSMC’s $100bn pledge to Donald Trump will not revive US chipmaking, says ex-Intel chief.Further details: TSMC has 3 primary R&D centers located in Hsinchu, Taiwan (Global R&D Center and Fab 12 R&D component) and Tsukuba...
Daniel Nenni replied to the thread TSMC, Intel and peers to slow Japan, Malaysia chip expansions - Nikkei.I have not been able to confirm this with TSMC or Intel yet. Anyone? Did the second TSMC Japan fab build get started yet?
Like.
Hold on - isn't this the same Pat Gelsinger who was telling us how great Intel's technology was for the past few years ? If Intel's...