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A sovereign wealth "bad bank" that can buy bankrupt chip companies, restructure them, (looking at you Wolfspeed) and have the patience...
Jul 18, 2025
FWIW.. According to wikipedia: Although the government of Taiwan is the largest individual shareholder,[11] the majority of TSMC is...
Jul 18, 2025
D
FWIW.. According to wikipedia: Although the government of Taiwan is the largest individual shareholder,[11] the majority of TSMC is...
Jul 18, 2025
D
A sovereign wealth "bad bank" that can buy bankrupt chip companies, restructure them, (looking at you Wolfspeed) and have the patience...
Jul 18, 2025
A
Thanks, any additional input on your views is deeply appreciated. I highly respect your valuable and knowledgeable input
Jul 18, 2025
A
I doubt it. QC has some unique problems, like qubit coherence and error correction (e.g. surface codes), which don't have analogs in...
Jul 18, 2025
S
Also make bad products that are going to suck so TSMC can't even save them.
Yeah
Michelle and DZ sorry to say this is no different...
Jul 18, 2025
Sounds like subsidized wafer yield loss :ROFLMAO: Biggest incentive to not improve.
Jul 18, 2025
S
Sounds like subsidized wafer yield loss :ROFLMAO: Biggest incentive to not improve.
Jul 18, 2025
B
A sovereign wealth "bad bank" that can buy bankrupt chip companies, restructure them, (looking at you Wolfspeed) and have the patience...
Jul 18, 2025
X
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 18, 2025
X
One possibility is that the second half of 2024 revenue was already based on higher pricing. Under the contract pricing signed last year...
Jul 18, 2025
X
They probably read your post :)
https://semiwiki.com/forum/threads/semiconductor-fundamentals-are-all-weak.23174/
Jul 18, 2025
D
Sorry to disagree here. It's been well-known that capital-intensive technologies that require a long time to bring to fruition usually...
Jul 18, 2025
X
FWIW.. According to wikipedia: Although the government of Taiwan is the largest individual shareholder,[11] the majority of TSMC is...
Jul 18, 2025
Daniel Nenni reacted to benb's post in the thread Ex-Intel CEO backs Trump's sovereign wealth fund plan — and says it can help the US keep up with China in the tech race with
Like.
A sovereign wealth "bad bank" that can buy bankrupt chip companies, restructure them, (looking at you Wolfspeed) and have the patience...
hist78 reacted to Fred Chen's post in the thread Ex-Intel CEO backs Trump's sovereign wealth fund plan — and says it can help the US keep up with China in the tech race with
Haha.
Sounds like subsidized wafer yield loss :ROFLMAO: Biggest incentive to not improve.