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A
Every company even the trillion dollar ones or superscalar have limited resources. Do you allocate people and money to enable sa...
Jul 25, 2025
A
Daniel, good points. But I was hoping that regrets don't continue in heaven - Paul
left us in 2017.
Jul 25, 2025
@sonchoy
His TSMC's 10% labor cost assumption is probably incorrect. See my post...
Jul 25, 2025
A
I guess that Apples and Nvidias do not give a shxt about monopoly prices, as long as their competitors are paying the same prices. Also...
Jul 25, 2025
B
Qualcomm would be a good partner, they have an excellent foundry team. Lip-Bu knows Apple from his Cadence days. Apple would be the best...
Jul 25, 2025
B
Worst case is 14A abandoned milk 18A+++ mix and match using advanced packing.
Jul 25, 2025
B
If all of them second source, the monopoly would break. But this option now has a expiry date.
Jul 25, 2025
S
I think that is for other countries who cannot develop AI from the ground up. Certainly not China, Iran, or North Korea. :LOL: There...
Jul 25, 2025
Y
That recycled water is actually ultra pure and it meets semiconductor manufacturing standards.
Jul 25, 2025
D
UMC stuck at 28nm for almost 10 yrs now.
Don't bet on UMC.
Jul 25, 2025
Y
That’s true. I’m sure the Singapore govt has that money. But they are sonewhat frugal and won’t spent 10 billion incentives unless there...
Jul 25, 2025
B
In Singapore are tearing up the golf courses for building projects, world leader in water recycling [Newater] and can get any amount of...
Jul 25, 2025
Y
I suppose the idea here is trying to not just bet on one name only
Jul 25, 2025
Y
I just think Jensen had some really bad blood with the old Intel. Also, I think Jensen and pat also know each other well but that didn’t...
Jul 25, 2025
B
UMC have just completed their Expansion of there 12i FAB here.
Sadly Singapore Govt doesnt have the pockets to drop "Leading Edge"...
Jul 25, 2025
Like.
Every company even the trillion dollar ones or superscalar have limited resources. Do you allocate people and money to enable sa...
Haha.
Daniel, good points. But I was hoping that regrets don't continue in heaven - Paul left us in 2017.
hist78 replied to the thread Intel Reports Second-Quarter 2025 Financial Results.@sonchoy His TSMC's 10% labor cost assumption is probably incorrect. See my post...