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TSMC Arizona began construction of Fab 21 in June 2021 and started high volume production (HVM) around Q4 2024 or Q1 2025. Comparing the...
Jul 22, 2025
J
Iranian nuclear facilities were basically isolated system with lets say strict human factor suppression. And still Stuxnet caused fair...
Jul 21, 2025
In my experience TSMC has top notch security. I used to think it was overkill but not anymore. If you think about the amount of data...
Jul 21, 2025
X
This is actually written as a pretty generic / boilerplate scenario for any large scale company with valuable IP and/or assets.
It's...
Jul 21, 2025
X
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
B
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
B
Well that's a pity. It also seems they ruled out any domestic location with the "massive national economic uncertainty."
I guess...
Jul 21, 2025
D
ASML is supposedly shipping first EXE:5200 tool to Intel. This would be third high NA tool for Intel, if I didn't mix something up. If...
Jul 21, 2025
P
"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
P
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
P
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
P
There are companies focused on their logo and then there are great companies.
"Intel" and "Astronomer" should change their logo. ASAP...
Jul 21, 2025
B
6
Fire in the belly!!!
Your holiday has refreshed your energy.
🫡🫡🫡
Jul 21, 2025
S
What left pocket right pocket?
The Chinese government demands home grown hardware and companies like private company Huawei supply it...
Jul 21, 2025
B
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