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Not sure what final decisions will be but:
US is a leader in semiconductor equipment
US is a leader in AI chips
US is a leader in AI...
Jul 23, 2025
M
Apple absolutely does not like Samsung. Competition, misappropriated IP, etc... Being exclusive to TSMC also has benefits, like flying...
Jul 23, 2025
M
Not sure what final decisions will be but:
US is a leader in semiconductor equipment
US is a leader in AI chips
US is a leader in AI...
Jul 23, 2025
Apple absolutely does not like Samsung. Competition, misappropriated IP, etc... Being exclusive to TSMC also has benefits, like flying...
Jul 23, 2025
M
100% agree. BTW, I edited my comment quickly after I posted it..... It is possible that you are correct and Nvidia could be close to...
Jul 23, 2025
Key Points
- Texas Instruments shares dropped after the company issued weak earnings guidance and said uncertainty over tariffs has...
Jul 23, 2025
Funny note, EDA spent 20 years getting China to respect software rights and made good progress resulting in billions of dollars in...
Jul 23, 2025
A "reasonable price" is debatable. Samsung used to sell wafers for 20% less than TSMC. If you are one of TSMC's top 5 customers that is...
Jul 23, 2025
K
I was telling my nephew the same thing as he looks at trade schools. I also think AI will push the IT industry hard. Every company will...
Jul 23, 2025
"In my opinion, CC (I will pretend to know him that well..) is one of the most underrated CEO’s in the semiconductor industry, primarily...
Jul 23, 2025
As long as they (TSMC) make all customers happy for a reasonable price there are other problems to worry about. Look at ASML, same...
Jul 23, 2025
X
It gets you killed in mainland China, if you do it with powerful people. An almost natural reaction to somebody trying butter up to...
Jul 23, 2025
X
Kinda wish there was more discussion on other roadmaps outside of IMEC forecasts such as the recently released “IEEE 2024 more Moore”...
Jul 23, 2025
X
Thats "Youtube Guru's" tell folk posting content to do.
Youtube algorithim requires "dramatic" titles apparently to get content pushed
Jul 23, 2025
S
In my analysis the only thing holding Nvidia back from being #1 is TSMC capacity and packaging since mobile is not growing at the rate...
Jul 23, 2025
Daniel Nenni reacted to MKWVentures's post in the thread White House to unveil plan to push US AI abroad, crackdown on US AI rules, document shows with
Haha.
Not sure what final decisions will be but: US is a leader in semiconductor equipment US is a leader in AI chips US is a leader in AI...
Like.
Apple absolutely does not like Samsung. Competition, misappropriated IP, etc... Being exclusive to TSMC also has benefits, like flying...
user nl reacted to hist78's post in the thread The Next Modest Chapter in the TSMC Chronicles, Towards the half-trillion US Dollar in Revenue with