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E
It does make some sense to me. Suppose Sandisk was planning to pay for the new site through cash flow and/or loans collateralized...
Jul 21, 2025
E
In the global semiconductor boom, Taiwan is often celebrated for one thing: TSMC. But behind its foundry success lies a lesser-known...
Jul 21, 2025
E
Search Labs | AI Overview
A semiconductor fab typically takes 5-7 years to break even. This period can vary depending on several...
Jul 21, 2025
E
Frank D. Yeary(2009), Gregory D. Smith(2017) are the only 2 left out of 11 current board btw should get rid of few more that joined in...
Jul 21, 2025
B
Search Labs | AI Overview
A semiconductor fab typically takes 5-7 years to break even. This period can vary depending on several...
Jul 21, 2025
E
The day TSMC starts worrying about their logo is the day the broader industry should get worried about a loss of focus on the part of TSMC.
Jul 21, 2025
B
**The Global Times is widely considered to be a newspaper that distributes propaganda for the Chinese Communist Party (CCP). It has a...
Jul 21, 2025
E
Philips' $40 million initial investment in TSMC, about 27.6% of TSMC’s startup capital, was critical. But there are nuances to...
Jul 21, 2025
E
I remember this comic:
Jul 21, 2025
E
I see zero chance for Intel 14A to be HNA-EUV with HVM prior to 2030, as Pat G promised. Maybe they can run some HNA-EUV wafers with...
Jul 21, 2025
E
The adoption of ASML's High-NA EUV lithography tools is being delayed by major chipmakers due to their extremely high cost—about...
Jul 21, 2025
X
The adoption of ASML's High-NA EUV lithography tools is being delayed by major chipmakers due to their extremely high cost—about...
Jul 20, 2025
X
The day TSMC starts worrying about their logo is the day the broader industry should get worried about a loss of focus on the part of TSMC.
Jul 20, 2025
X
I'm worried that Tim Cook, Lisa Su, Jensen Huang, Hock Tan, Lip-Bu Tan, Cristiano Amon, or C.C. Wei won’t spend more than two seconds...
Jul 20, 2025
H
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 20, 2025