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In the global semiconductor boom, Taiwan is often celebrated for one thing: TSMC. But behind its foundry success lies a lesser-known...
Jul 19, 2025
The key thing was there were plenty of domestic design clients that TSMC could serve. Also, at the time, making commodity DRAM was more...
Jul 19, 2025
Samsung had a captive customer. Their own consumer electronics division.
As for Japanese PCs failing, their own PCs were encumbered...
Jul 19, 2025
S
Samsung had a captive customer. Their own consumer electronics division.
As for Japanese PCs failing, their own PCs were encumbered...
Jul 19, 2025
If this turns out to be true, that is good but based on my reading of things I see on LinkedIN, Reddit & Glassdoor etc, this is not...
Jul 19, 2025
C
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 19, 2025
S
The key thing was there were plenty of domestic design clients that TSMC could serve. Also, at the time, making commodity DRAM was more...
Jul 19, 2025
F
The key thing was there were plenty of domestic design clients that TSMC could serve. Also, at the time, making commodity DRAM was more...
Jul 19, 2025
K
In the global semiconductor boom, Taiwan is often celebrated for one thing: TSMC. But behind its foundry success lies a lesser-known...
Jul 19, 2025
S
There are directives in place where hardware sold to the Chinese government must be made in China. So there is a large captive market...
Jul 19, 2025
S
I agree with Jensen on this one. Depriving China of US chips only makes Huawei and SMIC stronger. We can sell N-1 or N-2 GPUs and fend...
Jul 19, 2025
S
Seems like there is considerable government and prestige pressure on both SMIC and Huawei to both transition to 5nm for leading edge AI...
Jul 19, 2025
S
China's largest foundry SMIC to start full-scale 5nm operation next year; lack of essential equipment such as EUV… 5nm yield expected to...
Jul 19, 2025
S
OT but Unfortunately this has always been the case.
Biden admin were "experts" on semiconductors (chips act subsidy was implemented...
Jul 19, 2025
S
Nvidia chief Jensen Huang praises China's advances in artificial intelligence as he attends the China International Supply Chain Expo...
Jul 19, 2025
Daniel Nenni reacted to karin623's post in the thread Taiwan’s Semiconductor Paradox: Why TSMC Soared, DRAM Sank with
Like.
In the global semiconductor boom, Taiwan is often celebrated for one thing: TSMC. But behind its foundry success lies a lesser-known...
Francisco Maya reacted to dkr1986's post in the thread Intel swings the axe again as it looks to lose 5,000 staff with