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S
n,n-1,n-2 should qualify as leading edge imo
Jul 25, 2025
S
Morris is a great politician but off camera he did not value the US Workforce in comparison to Taiwan. And remember, Morris Chang worked...
Jul 25, 2025
S
Could the TSMC AZ wafers be cheaper than Taiwan wafers with Tariffs? Go TSMC AZ!
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
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
Morris is a great politician but off camera he did not value the US Workforce in comparison to Taiwan. And remember, Morris Chang worked...
Jul 25, 2025
K
Under Pat, they were doing 'shell first,' which is also politicians' favorite. You know, building shells spurs a lot of local and...
Jul 25, 2025
Could the TSMC AZ wafers be cheaper than Taiwan wafers with Tariffs? Go TSMC AZ!
Jul 25, 2025
S
When you factor in the following, this may be the case already:
1. USDTWD depreciation: TWD appreciated ~10% recently against the USD...
Jul 25, 2025
B
It's a subtle warning to US Government as well.
Jul 25, 2025
B
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
B
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
B
Sorry, not quite following. How did you derive this?
Jul 25, 2025
B
Yeah, that's what losers do. Winners have foresight.
Jul 25, 2025
B
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
Like.
n,n-1,n-2 should qualify as leading edge imo
Daniel Nenni replied to the thread AMD CEO says U.S.-made TSMC chips are more expensive, but worth it — costs 'more than 5% but less than 20%' higher than Taiwan-sourced alternative.Morris is a great politician but off camera he did not value the US Workforce in comparison to Taiwan. And remember, Morris Chang worked...