Array
(
[content] =>
[params] => Array
(
[0] => /forum/whats-new/latest-activity?before_id=86180
)
[addOns] => Array
(
[DL6/MLTP] => 13
[Hampel/TimeZoneDebug] => 1000070
[SV/ChangePostDate] => 2010200
[SemiWiki/Newsletter] => 1000010
[SemiWiki/WPMenu] => 1000010
[SemiWiki/XPressExtend] => 1000010
[ThemeHouse/XLink] => 1000970
[ThemeHouse/XPress] => 1010570
[XF] => 2030770
[XFI] => 1060170
)
[wordpress] => /var/www/html
)
You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please,
join our community today !
JavaScript is disabled. For a better experience, please enable JavaScript in your browser before proceeding.
You are using an out of date browser. It may not display this or other websites correctly.
You should upgrade or use an
alternative browser .
F
The video replay can be viewed at:
Source: https://webpage-ott2b.cdn.hinet.net/webpage/watch?contentProvider=tsmc&v=145378
Jul 17, 2025
They probably read your post :)
https://semiwiki.com/forum/threads/semiconductor-fundamentals-are-all-weak.23174/
Jul 17, 2025
S
I like to quote Churchill too. The man had a special way with words. But I disagree with this particular quote. My version: "The US...
Jul 17, 2025
S
I like to quote Churchill too. The man had a special way with words. But I disagree with this particular quote. My version: "The US...
Jul 17, 2025
D
I like to quote Churchill too. The man had a special way with words. But I disagree with this particular quote. My version: "The US...
Jul 17, 2025
D
Pat is on the money here. TSMC's largest shareholder still is the Taiwanese Government. And that's now - after TSMC has been wildly...
Jul 17, 2025
D
A sovereign fund is just, in my mind and lots of other people, the wrong way for the US to go about technology investments.
Trump and...
Jul 17, 2025
D
That's exactly the question that has come into my mind. I don't understand LBT's strategy for creating strategic confusion across the...
Jul 17, 2025
S
Pat is on the money here. TSMC's largest shareholder still is the Taiwanese Government. And that's now - after TSMC has been wildly...
Jul 17, 2025
I am curios as to why TSMC is sticking with the 30% 2025 growth number. Clearly they are going to exceed that number unless tariffs or...
Jul 17, 2025
S
yes and no. The cost for tools will inevitably going up. But it does secures two top vendors head to head competition, which in the long...
Jul 17, 2025
Many governments and companies around the world have tried to copy the success of TSMC and Taiwan (ROC) in the semiconductor industry...
Jul 17, 2025
S
I guess he is following Andy Grove's advice of let chaos reign and than rein in chaos.
He is currently at the first step to make Intel...
Jul 17, 2025
The video replay can be viewed at:
Source: https://webpage-ott2b.cdn.hinet.net/webpage/watch?contentProvider=tsmc&v=145378
Jul 17, 2025
S
That's exactly the question that has come into my mind. I don't understand LBT's strategy for creating strategic confusion across the...
Jul 17, 2025
Like.
The video replay can be viewed at: Source: https://webpage-ott2b.cdn.hinet.net/webpage/watch?contentProvider=tsmc&v=145378
hist78 replied to the thread TSMC Reports Second Quarter Revenue Increased 44.4% Year-Over-Year.They probably read your post :) https://semiwiki.com/forum/threads/semiconductor-fundamentals-are-all-weak.23174/
Daniel Nenni replied to the thread TSMC Reports Second Quarter Revenue Increased 44.4% Year-Over-Year.I am curios as to why TSMC is sticking with the 30% 2025 growth number. Clearly they are going to exceed that number unless tariffs or...