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T
Couldn't agree more.
What most people seem to miss in this conversation is that there is a distinct collection of skill sets required...
Jul 25, 2025
n,n-1,n-2 should qualify as leading edge imo
Jul 25, 2025
D
TSMC's gross margain is ~ 60%. and the operating margin was 49.6%.
This indicates that labor costs account for roughly 10%.
Assume...
Jul 25, 2025
A
Couldn't agree more.
What most people seem to miss in this conversation is that there is a distinct collection of skill sets required...
Jul 25, 2025
T
I don't know the cost of 14A at all For now
Jul 25, 2025
T
Sorry, not quite following. How did you derive this?
Jul 25, 2025
T
I always thought Intel should have tried to be the partner of Rapidus instead of IBM that would have been blessing.
Jul 25, 2025
T
Japan as well. They subsidized TSMC (https://fortune.com/2024/02/24/japan-tsmc-plant-subsidies-semiconductors-chips-technology/) could...
Jul 25, 2025
T
Or just to compete with GF.
Jul 25, 2025
T
Not just china. Many places in Asia have incentives plan to foster domestic semiconductor manufacturing and some of them go to great...
Jul 25, 2025
T
maybe if intel expanded in there instead of Europe/US it would be in a better position now, with fabs already built
Jul 25, 2025
T
I was thinking whether Intel could relocate to places like Singapore/Malaysia, a low cost environment, dedicated workforce, and...
Jul 25, 2025
D
Only way I could see a deal working between Apple and Intel would be if they offered frighteningly competitive pricing per wafer. Apple...
Jul 25, 2025
A
Nations should be funding this too. Depending on one company, literally in harm's way geographically and politically, for an...
Jul 25, 2025
S
Sorry, not quite following. How did you derive this?
Jul 25, 2025
Like.
Couldn't agree more. What most people seem to miss in this conversation is that there is a distinct collection of skill sets required...
Daniel Nenni reacted to siliconbruh999's post in the thread Intel Reports Second-Quarter 2025 Financial Results with