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How is this different from Taiwan government investments in TSMC? TSMC still to this day get preferential treatment from Taiwanese...
Jul 18, 2025
Broadcom is running test chips with no big red flags thus far. Toyota, Sony, Denso, Kioxia, and NEC are investors so they are probably...
Jul 18, 2025
Here is the problem, sometimes he does and sometimes he does not, but with his conviction you will not know the difference.
Jul 18, 2025
It's not Apple's Investment tbh that's just marketing it's the entire ecosystem investment Apple doesn't do any manufacturing
Jul 18, 2025
Government directed deep pool of capital is one of China's super powers. The US can match it or cede to China. Calling it a sovereign...
Jul 18, 2025
Now advocating Govt Spending?
Its hard to keep up
Jul 18, 2025
X
The plan was to move to outsourcing model closer to AMD. The product groups wanted this as well. Intel doesnt publicly comment on...
Jul 18, 2025
M
I am surprised they have made it this far. But to see if a technology works, I want to see a SRAM test chip data and details on entire...
Jul 18, 2025
Based on the TSMC earnings call presentation materials and transcripts from TSMC.com, the following is a NotebookLM AI generated audio...
Jul 18, 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 18, 2025
They probably read your post :)
https://semiwiki.com/forum/threads/semiconductor-fundamentals-are-all-weak.23174/
Jul 18, 2025
HSINCHU, Taiwan, R.O.C., Jul. 17, 2025 -- TSMC (TWSE: 2330, NYSE: TSM) today announced consolidated revenue of NT$933.79 billion, net...
Jul 18, 2025
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
Dual sourcing is good for some areas and for flexibility. but the fundamental Intel problem from 2020 was:
Intel cannot afford to do...
Jul 18, 2025
Using both TSMC and IFS, in addition to providing insurance to Intel Products also enables higher utilization of Intel Foundry capacity...
Jul 18, 2025
kvas reacted to dkr1986'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.
How is this different from Taiwan government investments in TSMC? TSMC still to this day get preferential treatment from Taiwanese...
Daniel Nenni replied to the thread Rapidus Achieves Significant Milestone at its State-of-the-Art Foundry with Prototyping of Leading-Edge 2nm GAA Transistors.Broadcom is running test chips with no big red flags thus far. Toyota, Sony, Denso, Kioxia, and NEC are investors so they are probably...
Haha.
Here is the problem, sometimes he does and sometimes he does not, but with his conviction you will not know the difference.
hist78 replied to the thread TSMC Reports Second Quarter Revenue Increased 44.4% Year-Over-Year.Based on the TSMC earnings call presentation materials and transcripts from TSMC.com, the following is a NotebookLM AI generated audio...