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Y
I guess it’s also the perspective you are adopting. If you see yourself as a mum and pop retailer, then you need to provide the supply...
Jul 26, 2025
X
It should not be done in the first place. Do insurance companies underwrite risk policies without prepaid premiums? Optionality should...
Jul 26, 2025
X
Not only that. But also they are exposed with geo-conflict risks.
Jul 26, 2025
Y
Yes. I agree with you. It’s logical to deduce it's important to have a second source. But it just didn’t happen for whatever reason...
Jul 26, 2025
S
Either that or pay whatever TSMC wants you to pay even Nvidia being a $4 Trillion company can't do anything
Jul 26, 2025
S
If Intel Foundry’s competition forced TSMC to cut prices by 10%, do customers actually pocket that 10% savings? No, because their...
Jul 26, 2025
T
BTW, I remember some people on this site saying that most people in Taiwan would support defending Taiwan against China. I seriously...
Jul 26, 2025
T
If Intel Foundry’s competition forced TSMC to cut prices by 10%, do customers actually pocket that 10% savings? No, because their...
Jul 26, 2025
V
If Intel Foundry’s competition forced TSMC to cut prices by 10%, do customers actually pocket that 10% savings? No, because their...
Jul 26, 2025
V
I am very happy with cancellation of German Expansion should never have been started
Jul 26, 2025
V
I believe he did, which is a very honest answer. He clearly said it was not a Field of Dreams situation where you build capacity and...
Jul 26, 2025
V
IBM’s semiconductor story is far from over. After a legal battle in which IBM and GlobalFoundries sued each other for breach of...
Jul 26, 2025
V
It's a very easy path for TSMC to make Intel an offer they can't refuse on 14A, converting a large customer to the vast, unbeatable...
Jul 26, 2025
T
This kind of It was the first time I've seen a claim about Moore's law.
I couldn't believe my eyes
Jul 26, 2025
T
Some people argue that Moore's law is an economic trap, and I was very skeptical.
It's true that Moore's law is not just about...
Jul 26, 2025
Like.
If Intel Foundry’s competition forced TSMC to cut prices by 10%, do customers actually pocket that 10% savings? No, because their...