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S
I am not worried about TSMC. I'm worried about US not having any Process Technology R&D on its soil if Intel goes under. It is a grave...
Friday at 1:36 PM
Gelsinger is correct.
Friday at 1:34 PM
K
You can guess based on the size of the round.
Most companies raise for 2-3 years of burn. If you call it 2, you expect that they are...
Friday at 1:24 PM
K
I did ask ChatGPT.
It said that my question was "un-American" and that it put in an order to DHS to have me deported to El Salvador
Friday at 1:23 PM
Don't worry about TSMC, C.C. Wei is more than capable of determining when and where to build R&D Centers, satellite R&D offices, and fabs.
Friday at 1:18 PM
C
You can guess based on the size of the round.
Most companies raise for 2-3 years of burn. If you call it 2, you expect that they are...
Friday at 1:13 PM
B
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 1:12 PM
B
I did ask ChatGPT.
It said that my question was "un-American" and that it put in an order to DHS to have me deported to El Salvador
Friday at 1:11 PM
S
I think you touched upon the core of the issue. If Intel goes under, then there is no more "Primary R&D Center" in the U.S. TSMC will...
Friday at 12:59 PM
There are only 3 R&D Centers in the entire world, that's like 1 R&D Center for every 4-5 fabs.
The satellite R&D sites supplement...
Friday at 12:49 PM
M
I did ask ChatGPT.
It said that my question was "un-American" and that it put in an order to DHS to have me deported to El Salvador
Friday at 12:41 PM
S
Yeah, but they're not doing "Process Technology Development" in Arizona. That is the critical part. C.C. Wei himself said this and I...
Friday at 12:23 PM
M
If only someone had predicted that all of the wild Fab expansion dreams were not going to become reality
In other related news, NOAA...
Friday at 12:22 PM
TSMC already has a "leading edge" (4nm) satellite R&D at Fab 21 in Arizona.
Friday at 12:16 PM
S
Dan, TSMC will NOT be moving leading edge R&D to the US, period.
Here's the interview from Taiwan's representative to the US; see at...
Friday at 12:00 PM