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As long as TSMC is riding high I'm good. :ROFLMAO:
Jul 13, 2025
B
Does anyone care as long as the leaders in the industry are flying high?
Jul 13, 2025
M
I said Intel had not signed a TSMC N2 agreement. That was more than a year ago. I was told that all but one TSMC N3 customer had signed...
Jul 13, 2025
Executive Summary
Annualised growth rates retreated slightly in May, with Total Semiconductors growing 18.2 percent, down from last...
Jul 13, 2025
E
It is reported that Intel's next-generation client CPU flagship product Nova Lake-S has been taped out at TSMC's wafer fab in Taiwan. We...
Jul 13, 2025
I said Intel had not signed a TSMC N2 agreement. That was more than a year ago. I was told that all but one TSMC N3 customer had signed...
Jul 13, 2025
M
I remember you previously mentioned that Intel had no plans to use TSMC’s N2, but it now seems the strategy has shifted. Does this imply...
Jul 13, 2025
F
The parametric yield also matters.
Jul 13, 2025
M
Are there any concerns about reliability of chips coming from wafers with such low yield?
Jul 13, 2025
You’re right. I was in the room. Inflection point for all 3 companies.
Jul 13, 2025
G
You’re right. I was in the room. Inflection point for all 3 companies.
Jul 13, 2025
Rotterdam, July 10, 2025
The Rotterdam District Court sentenced a 43-year-old man to three years in prison. He shared technological...
Jul 13, 2025
B
I don't think going private addresses the underlying issue of TSM being a monopoly.
I think PG was asking too much—expecting investors...
Jul 13, 2025
F
It hasn't been clear if it's SMIC doing the fabbing for Huawei or Huawei has their own fab. Either way, any subsidy for low yield must...
Jul 13, 2025
S
Are you kidding me? Buybacks shares now? Their client business and data center CPU market is under the the dumps now. Even without the...
Jul 13, 2025
Daniel Nenni replied to the thread Semiconductor Fundamentals Are All Weak.As long as TSMC is riding high I'm good. :ROFLMAO:
Like.
I said Intel had not signed a TSMC N2 agreement. That was more than a year ago. I was told that all but one TSMC N3 customer had signed...
