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When TSMC was founded in 1987, its initial capital was US$145 million. The Taiwanese government’s National Development Fund held 48.3%...
Jul 17, 2025
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
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
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
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
Isn't this the reason to have sovereign fund investing in key technologies domestically before it becomes a dire situation (as is the...
Jul 17, 2025
IMO, the US is not similar to Taiwan in any way. The US government has directly supported various industries in the past, like land...
Jul 17, 2025
K
Fascinating study. We're talking about a $2B fab. A few interesting points:
Stranded, fully depreciated fab assets.
Lots of...
Jul 17, 2025
Recently, the administrator of Jiangsu Advanced Memory Semiconductor Co., Ltd. (hereinafter referred to as "Advanced Memory") issued an...
Jul 17, 2025
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
Siemens acquires Altair to create most complete AI-powered portfolio of industrial software
Siemens extends leadership in simulation...
Jul 17, 2025
Creating the Leader in Engineering Solutions from Silicon to Systems
News Highlights:
Combines leaders in silicon design, IP and...
Jul 17, 2025
One possibility is that the second half of 2024 revenue was already based on higher pricing. Under the contract pricing signed last year...
Jul 17, 2025
S
They're using N7 fab capacity for supporting N5, amazing. N5 and N3 capacity very tight, obviously.
Jul 17, 2025
F
They're using N7 fab capacity for supporting N5, amazing. N5 and N3 capacity very tight, obviously.
Jul 17, 2025