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B
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
B
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
X
I believe this picture is related to the Intel Foundry Direct event held in May 2025.
If this Intel diagram is accurate, it reveals a...
Jul 25, 2025
X
If you think of "true" American-made products, I think you're right
Is it not possible for the United States to achieve both domestic...
Jul 25, 2025
X
This is what I called assert your competitive strength .
Bravo to LBT, at least he acknowledged the problem.
Jul 25, 2025
X
i think yes based on this
Jul 25, 2025
I believe this picture is related to the Intel Foundry Direct event held in May 2025.
If this Intel diagram is accurate, it reveals a...
Jul 25, 2025
S
TSMC has cleverly out-manuevered Intel's US national interests play by moving into AZ.
After this statement -- which is extremely...
Jul 25, 2025
S
Customers must fund this, not investors. If customers want a second source here in the United States Intel Foundry will succeed. If...
Jul 25, 2025
S
https://www.intc.com/filings-reports/all-sec-filings/content/0000050863-25-000109/0000050863-25-000109.pdf
"As part of the...
Jul 25, 2025
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
S
@DanX ,
Gross profit margin already accounts for direct labor costs associated with production. Although it does not include indirect...
Jul 25, 2025
S
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
@DanX ,
Gross profit margin already accounts for direct labor costs associated with production. Although it does not include indirect...
Jul 25, 2025
S
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
Like.
Not all companies treat BCP very seriously. I guess they can always argue TSMC has many fabs outside Taiwan. Monopoly pricing or...
hist78 replied to the thread Intel 10Q filing - We may cancel 14A if we do not win a large external customer.I believe this picture is related to the Intel Foundry Direct event held in May 2025. If this Intel diagram is accurate, it reveals a...
Daniel Nenni reacted to tomatoma's post in the thread Intel Reports Second-Quarter 2025 Financial Results with