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T
I really agree with you
As a Japanese, I've seen the Japanese semiconductor industry stay away from semiconductor manufacturing for a...
Jul 25, 2025
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
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
It could be due to PG who wanted to build a Noah's Ark in USA out of shareholders' capitals.
Jul 25, 2025
I always thought Intel should have tried to be the partner of Rapidus instead of IBM that would have been blessing.
Jul 25, 2025
Japan as well. They subsidized TSMC (https://fortune.com/2024/02/24/japan-tsmc-plant-subsidies-semiconductors-chips-technology/) could...
Jul 25, 2025
I was thinking whether Intel could relocate to places like Singapore/Malaysia, a low cost environment, dedicated workforce, and...
Jul 25, 2025
T
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
Yeah, that's what losers do. Winners have foresight.
Jul 25, 2025
That's why I say Dan is the few optimists around
Jul 25, 2025
intel IFS will not be split up, will go bankrupt
Let's hand over IFS assets and manufacturing equipment to TSMC
Jul 25, 2025
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
Daniel Nenni reacted to DanX's post in the thread Intel Reports Second-Quarter 2025 Financial Results with
Like.
TSMC's gross margain is ~ 60%. and the operating margin was 49.6%. This indicates that labor costs account for roughly 10%. Assume...