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Latest activity

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MKWVentures replied to the thread How Hackers Could Attack TSMC.

I think I saw this on Facebook. Or was it Hollywood reporter? Security companies pitch Scary scenarios. and there's the conspiracy...

Jul 21, 2025
Daniel Nenni replied to the thread How Hackers Could Attack TSMC.

Is this how cybersecurity experts pitch companies? Take a report like this public to get attention? Or is this what happens after a...

Jul 21, 2025
K

KevinK reacted to Fred Chen's post in the thread Rapidus Achieves Significant Milestone at its State-of-the-Art Foundry with Prototyping of Leading-Edge 2nm GAA Transistors with Like.

"prototyping of 2nm GAA transistors and attaining electrical characteristics" sounds like very basic, low sample size, like they're just...

Jul 21, 2025
Daniel Nenni posted the thread How Hackers Could Attack TSMC in SemiWiki Main Forum ( Ask the Experts! ).

David Sehyeon Baek Investment, Cybersecurity (EDR, Network, XDR), Threat Intelligence (Dark Web/Deep Web/OSINT), Ethical Hacking...
Jul 21, 2025
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KevinK reacted to MKWVentures's post in the thread Rapidus Achieves Significant Milestone at its State-of-the-Art Foundry with Prototyping of Leading-Edge 2nm GAA Transistors with Like.

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 21, 2025
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KevinK reacted to swka's post in the thread Rapidus Achieves Significant Milestone at its State-of-the-Art Foundry with Prototyping of Leading-Edge 2nm GAA Transistors with Like.

great for the eco-system IP folks selling picks and shovels.

Jul 21, 2025
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MKWVentures replied to the thread CCP (Global Times): TSMC Arizona Lost $441MM USD in 2024.

this is nonsense: 1) It is not even selling yet. but it will be truly break even in 3 years depending on depreciation schedule 2) be...

Jul 21, 2025
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KevinK reacted to Daniel Nenni's post in the thread Rapidus Achieves Significant Milestone at its State-of-the-Art Foundry with Prototyping of Leading-Edge 2nm GAA Transistors with Like.

One thing I can tell you is that Rapidus is investing HEAVILY in the ecosystem. They will outrun Intel 18A and Samsung 2F in regards to...

Jul 21, 2025
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KevinK reacted to Markwrob's post in the thread $55 Billion Michigan Chip Plant Cancelled Amid Tariff Uncertainty and Economic Turmoil with Like.

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
Daniel Nenni reacted to MKWVentures's post in the thread It’s one of the most valuable companies in the world, and its logo is baffling with Like.

There are companies focused on their logo and then there are great companies. "Intel" and "Astronomer" should change their logo. ASAP...

Jul 21, 2025
Daniel Nenni reacted to osnium's post in the thread It’s one of the most valuable companies in the world, and its logo is baffling with Like.

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
Daniel Nenni reacted to hist78's post in the thread It’s one of the most valuable companies in the world, and its logo is baffling with Like.

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 21, 2025
Daniel Nenni reacted to hist78's post in the thread It’s one of the most valuable companies in the world, and its logo is baffling with Haha.

"So when TSMC’s massive new manufacturing plant (or “fab,” as those in the semiconductor business like to call it) arose recently in the...

Jul 21, 2025
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MKWVentures replied to the thread It’s one of the most valuable companies in the world, and its logo is baffling.

There are companies focused on their logo and then there are great companies. "Intel" and "Astronomer" should change their logo. ASAP...

Jul 21, 2025
M

MKWVentures reacted to osnium's post in the thread It’s one of the most valuable companies in the world, and its logo is baffling with Like.

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

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