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M
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
M
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
M
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
M
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
M
Does Pat Gelsinger really know what he is talking about?
Jul 17, 2025
I am from China.
The grass is always greener on the other side of the fence.
If sovereign capital is played purely as a financial...
Jul 17, 2025
V
As I look at this report, it just show how fast the information changes.
for example,in the fab map, it simply show TSMC may have only 4...
Jul 17, 2025
D
I am from China.
The grass is always greener on the other side of the fence.
If sovereign capital is played purely as a financial...
Jul 17, 2025
K
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
M
Compare to 2020's Intel financial situation, Intel today has much worse financial strength to do anything .
Intel Free Cash Flow...
Jul 17, 2025
K
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
K
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
K
Here is the problem, sometimes he does and sometimes he does not, but with his conviction you will not know the difference.
Jul 17, 2025
B
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
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