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M
Agreed but CC Wei has a strong competitive streak that Morris Chang did not which has made a big difference in the foundry business...
Jul 22, 2025
M
Not sure if anyone noticed.
There is a reader comment under that GT article. It also currently received 3 thumbs up.
"DPP Govt and...
Jul 22, 2025
K
If he was truly laser-focused on removing barriers to AI expansion, a marked departure from former President Joe Biden, he wouldn't have...
Jul 22, 2025
K
That is the way it should be. Competition breeds innovation, let the best country win. Letting other countries use our AI is brilliant...
Jul 22, 2025
That is the way it should be. Competition breeds innovation, let the best country win. Letting other countries use our AI is brilliant...
Jul 22, 2025
Proposed investment is a bit subjective. Maybe it is the lifetime of the fab? :ROFLMAO: I'm sure someone did some fuzzy math here to...
Jul 22, 2025
T
Hold on - how does this headline make any sense ? SanDisk has annual sales of less than $8bn. And yet they were somehow expected to be...
Jul 22, 2025
Agreed but CC Wei has a strong competitive streak that Morris Chang did not which has made a big difference in the foundry business...
Jul 22, 2025
M
Intel has too many people. This is very hard but it will help costs and it will reduce bureaucracy which is what I hope engineers want.
Jul 22, 2025
S
Intel is a big Client for now higher than AMD probably 3rd or 4th.
Jul 22, 2025
B
TSMC Compute business is now most of their business, propelled by Apple, AMD and Nvidia. Intel is probably in there too. Smartphone is...
Jul 22, 2025
K
I found this too fascinating not tp pass along. It seems TSMC Arizona success is of concern to the CCP. It highlights some of the...
Jul 22, 2025
K
I'm sure because of Microsoft that ChatGPT, OpenAI, and CoPilot have no vulnerabilities.. *cough*
Jul 22, 2025
K
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 22, 2025
S
I have seen via LinkedIn some seriously underqualified people leave Intel. Executive coaches? Market analysts with zero semiconductor...
Jul 22, 2025