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S
Not all companies treat BCP very seriously. I guess they can always argue TSMC has many fabs outside Taiwan. Monopoly pricing or...
Jul 25, 2025
T
That's why I say Dan is the few optimists around
Jul 25, 2025
S
Like most things in life , you dont care until it impact you.
How does single source supplier fit into all these companies BCP...
Jul 25, 2025
T
Yeah, that's what losers do. Winners have foresight.
Jul 25, 2025
T
Leading edge means the most advanced node, assuming the english words are used accurately. It's a lot more than national pride in my...
Jul 25, 2025
S
Honestly, do customers truly care about having a monopoly? It sure seems like it's a good statement to put out but it don't actually...
Jul 25, 2025
S
I am very happy with cancellation of German Expansion should never have been started
Jul 25, 2025
S
I believe he did, which is a very honest answer. He clearly said it was not a Field of Dreams situation where you build capacity and...
Jul 25, 2025
S
I'd always had this feeling that except for maybe hyoerscalers and Broadcom, there wouldn't be much business from everyone else...
Jul 25, 2025
S
I am sure they are looking at all options. We will publish some likely scenarios on our website
Jul 25, 2025
S
It's a very easy path for TSMC to make Intel an offer they can't refuse on 14A, converting a large customer to the vast, unbeatable...
Jul 25, 2025
S
You say you have a great next node. No one wants it. you cannot fund it so you stop work (you buy chips from a different foundry). You...
Jul 25, 2025
S
I don’t see customers shelling out 10s of billions to Intel to build them a fab when Intel has no track record of success when it comes...
Jul 25, 2025
S
Imagine for a moment if China actually did attack Taiwan, and in the process make TSMC unviable for an indeterminate period of time...
Jul 25, 2025
S
If 14A doesnt get committed volume in the next 1 year. 18A is the last node. We have seen this story before and we know how it ends.
Jul 25, 2025
Like.
Not all companies treat BCP very seriously. I guess they can always argue TSMC has many fabs outside Taiwan. Monopoly pricing or...
Sad.
That's why I say Dan is the few optimists around