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TSMC, $1.228 Trillion, ranked #9 in the world by market capitalization. July 15, 2025
Tuesday at 3:02 PM
X
Those stratospheric valuations all depend on how long the popular majority of financial markets people would not realize how "AI" is...
Tuesday at 2:52 PM
X
A little bit off on timing....but I get it. It was 500B for about a day in 2000 under Barrett. then y2k
Intel was worth 260B (top 5 in...
Tuesday at 2:51 PM
X
I remember when it was $500B (thanks to Andy Grove the best Intel CEO ever) and that was back when $500B was a lot of money. :ROFLMAO:
Tuesday at 2:51 PM
A rigid hierarchy and risk-averse culture are driving a quiet exodus from Korea's chip giant
By Hwang Min-gyu, Choi Ji-hee, Chun...
Tuesday at 2:43 PM
P
Those stratospheric valuations all depend on how long the popular majority of financial markets people would not realize how "AI" is...
Tuesday at 2:39 PM
In the first graph, mixing memory manufacturers' capacity with that of logic chip manufacturers doesn't make sense. In most cases...
Tuesday at 2:32 PM
How many people are currently working at this research center? Thanks.
Tuesday at 2:16 PM
I had the honor of being at the ribbon cutting / dedication ceremony (morning) and technical presentations on EUV (afternoon) yesterday...
Tuesday at 2:14 PM
S
absolutely. When any company/segment becomes large enough, it's no longer a private company's decision anymore.
As for NV CEO...
Tuesday at 2:13 PM
S
Culture and management structure (one can argue it's part of culture) is definitely a key factor for Samsung's issues.
The rigid...
Tuesday at 2:10 PM
M
A little bit off on timing....but I get it. It was 500B for about a day in 2000 under Barrett. then y2k
Intel was worth 260B (top 5 in...
Tuesday at 1:43 PM
D
Doesn't this also imply a 50-50 split of the costs? I don't see how this would drop the margins if you cost drop proportionally to your...
Tuesday at 1:31 PM
D
Then it is your guess.
Tuesday at 1:31 PM
D
Maybe it is better to wait for 1/8 to make those claims.
Tuesday at 1:30 PM
hist78 replied to the thread Semiconductor Fundamentals Are All Weak.TSMC, $1.228 Trillion, ranked #9 in the world by market capitalization. July 15, 2025
Like.
A little bit off on timing....but I get it. It was 500B for about a day in 2000 under Barrett. then y2k Intel was worth 260B (top 5 in...