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V
As long as they're not confidently executing SAQP, I doubt they can advance quickly. SAQP is about how well they can leverage existing...
Jul 26, 2025
E
TSMC won’t have a monopoly for very long. China will figure out EUV in the next 3-5 years and catch up.
Jul 26, 2025
E
This is what I called assert your competitive strength .
Bravo to LBT, at least he acknowledged the problem.
Jul 26, 2025
E
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 26, 2025
E
TSMC's gross margain is ~ 60%. and the operating margin was 49.6%.
This indicates that labor costs account for roughly 10%.
Assume...
Jul 26, 2025
are u kidding me ?
No way you can compete with others in AI and mobile chips with 14/7 nm.
"I choose to smuggle at double the price."
Jul 26, 2025
It is 75% instead of 60% because a lot of Chinese fabless semiconductor players are not allowed to fab at TSMC anymore. Like Huawei or...
Jul 26, 2025
S
Everything I've seen from LBT resembles revenge more than a plan for success.
Jul 26, 2025
Samsung Electronics is reportedly pushing back the mass production of its next-gen high-bandwidth memory (HBM) chips to 2026, signaling...
Jul 26, 2025
X
HBM4 volume will not kick in until at least this time next year and won't fully ramp until 2027, so Samsung have time.
That said they...
Jul 26, 2025
F
HBM4 volume will not kick in until at least this time next year and won't fully ramp until 2027, so Samsung have time.
That said they...
Jul 26, 2025
I
HBM4 volume will not kick in until at least this time next year and won't fully ramp until 2027, so Samsung have time.
That said they...
Jul 26, 2025
T
DZ mentioned during the earning. Asset under constructions is down from the previous stated $50B to high mid 30B. The number will...
Jul 26, 2025
Like.
As long as they're not confidently executing SAQP, I doubt they can advance quickly. SAQP is about how well they can leverage existing...
Daniel Nenni reacted to DanX's post in the thread CCP (Global Times): TSMC Arizona Lost $441MM USD in 2024 with