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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 26, 2025
D
Yes, I did not include depreciation , but I do regard R&D as part of labor.
I stand by my point. I’m just doing a rough estimate.
IFS...
Jul 26, 2025
D
As I said in another post, they should always try to get a bitcoin chip customer.
Bitcoin chips might be the only customers willing to...
Jul 26, 2025
D
22 nm and 28 nm are considered the same process node.
UMC tried 14nm so many times.
Jul 26, 2025
S
People always think china once has EUV tool then they can catch up leading edge node.
Cmon, semiconductor is not only LITH or ETCH...
Jul 25, 2025
S
Daniel, good points. But I was hoping that regrets don't continue in heaven - Paul
left us in 2017.
Jul 25, 2025
S
Y.H, this analyst (Jeff Pu, who has an OK track record on Mac Rumors - he's in Hong Kong) believes that Apple is engaging with
Intel on...
Jul 25, 2025
S
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
S
TSMC won’t have a monopoly for very long. China will figure out EUV in the next 3-5 years and catch up.
Jul 25, 2025
S
@DanX
I guess that you assume subtracting labor cost from gross profit will come out operating profit. This is probably incorrect...
Jul 25, 2025
S
UMC stuck at 28nm for almost 10 yrs now.
Don't bet on UMC.
Jul 25, 2025
V
Yeah, I feel like this is the kiss of death for Intel.
If I'm a customer looking at who I want to fab my chips, why would I spend a...
Jul 25, 2025
V
People always think china once has EUV tool then they can catch up leading edge node.
Cmon, semiconductor is not only LITH or ETCH...
Jul 25, 2025
B
GF open a sister FAB7 site at a cost of $5Bn SGD.
Dunno how much the Singapore Govt Chip in.
10Bn is an absolute no-no in the current...
Jul 25, 2025
B
Use it to top up the reservoirs also 😁😁😁
Jul 25, 2025
Like.
Morris is a great politician but off camera he did not value the US Workforce in comparison to Taiwan. And remember, Morris Chang worked...