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A
From my reading perovskite solar cells are the future. Efficiencies and their potential are all over the map from my reading. Any...
Jul 2, 2025
K
I also suspect that this is a hit piece.
But it is possible that they will no longer market 18A to external customers, as many folks...
Jul 2, 2025
S
IMHO, this is just Reuters BS like Intel-TSMC JV and Intel 18A yield news before that. Intel is only ramping 18A in Fab 42/52. They need...
Jul 2, 2025
D
IMHO, this is just Reuters BS like Intel-TSMC JV and Intel 18A yield news before that. Intel is only ramping 18A in Fab 42/52. They need...
Jul 2, 2025
M
agree on the custom focus is fundamental. the healthy dose of paranoid of failing to meet the customer expectation could be a strong...
Jul 2, 2025
M
Reflecting, a destructive paranoia began around 1990 when Intel was under siege. AMD was attacking when they weren't licensed for the...
Jul 2, 2025
M
The culture at TSMC is very unique to see it in operation from engineer on up to senior leadership as well as the focus on ICC...
Jul 2, 2025
T
I disagree. Hard work is necessary. But never sufficient. You have to do something different to change the rules to overtake. Creative...
Jul 2, 2025
T
Instead of calling it paranoia, isn’t making customers happy and delivering what they want a fundamental business principle?
If Intel’s...
Jul 2, 2025
T
I started thinking the word "Paranoia" might not be the proper word to reflect Andy Grove's true intention and can be misleading or...
Jul 2, 2025
E
There's a reason some of us refer to Western Auto as "Legacy Auto" :).
They're really not prepared for the upcoming transition to EVs...
Jul 2, 2025
E
As I look at this report, it just show how fast the information changes.
for example,in the fab map, it simply show TSMC may have only 4...
Jul 2, 2025
S
Anyone heard something regarding this or is it just another classic Returs hit piece 🤣🤣
Jul 2, 2025
D
Huawei is a military-excution style culture company which is also hated by many in China.
Huawei is the only one company in China which...
Jul 1, 2025
X
Hundreds of millions are much less than cost saving through restructuring.
Jul 1, 2025
Like.
IMHO, this is just Reuters BS like Intel-TSMC JV and Intel 18A yield news before that. Intel is only ramping 18A in Fab 42/52. They need...