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AI summary of the call:
On July 17, 2025, TSMC held its Q2 2025 earnings call, hosted by Director of Investor Relations Jeff Su. Senior...
Jul 17, 2025
B
Dual sourcing is good for some areas and for flexibility. but the fundamental Intel problem from 2020 was:
Intel cannot afford to do...
Jul 17, 2025
B
Using both TSMC and IFS, in addition to providing insurance to Intel Products also enables higher utilization of Intel Foundry capacity...
Jul 17, 2025
That was an easy listen, not much new, but it was interesting to hear about TSMC AZ accelerating capacity plans. That is real good news!
Jul 17, 2025
S
Sorry to disagree here. It's been well-known that capital-intensive technologies that require a long time to bring to fruition usually...
Jul 17, 2025
M
Sovereign wealth funds are a great "semi-private" investment plan. The US doesn't like them but they are great for control while making...
Jul 17, 2025
K
Like an old Chinese proverb, "Slap your cheeks to make them swollen so you look fatter". That's exactly what CCP's HW and SMIC are...
Jul 17, 2025
K
Recently, the administrator of Jiangsu Advanced Memory Semiconductor Co., Ltd. (hereinafter referred to as "Advanced Memory") issued an...
Jul 17, 2025
K
#RemindMeIn6Months
Jul 17, 2025
K
Good info thanks. We will see if anything changes
Jul 17, 2025
Compare to 2020's Intel financial situation, Intel today has much worse financial strength to do anything .
Intel Free Cash Flow...
Jul 17, 2025
C
Don't ask me how I know, but this is just another IBM techno-ponzi scheme gone awry. It's pretty amazing how they monetize and obfuscate...
Jul 17, 2025
Dual sourcing is good for some areas and for flexibility. but the fundamental Intel problem from 2020 was:
Intel cannot afford to do...
Jul 17, 2025
M
Dual sourcing is good for some areas and for flexibility. but the fundamental Intel problem from 2020 was:
Intel cannot afford to do...
Jul 17, 2025
Recently, the administrator of Jiangsu Advanced Memory Semiconductor Co., Ltd. (hereinafter referred to as "Advanced Memory") issued an...
Jul 17, 2025
Daniel Nenni replied to the thread TSMC Reports Second Quarter Revenue Increased 44.4% Year-Over-Year.AI summary of the call: On July 17, 2025, TSMC held its Q2 2025 earnings call, hosted by Director of Investor Relations Jeff Su. Senior...
Like.
Dual sourcing is good for some areas and for flexibility. but the fundamental Intel problem from 2020 was: Intel cannot afford to do...
Haha.
#RemindMeIn6Months
hist78 replied to the thread Intel Nova Lake-S uses TSMC N2 process Tape-Out.Compare to 2020's Intel financial situation, Intel today has much worse financial strength to do anything . Intel Free Cash Flow...