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A
Not in my opinion. TSMC process development is still entirely in Taiwan. Worrying just about fabs is very roughly like worrying about...
Jul 27, 2025
S
Not in my opinion. TSMC process development is still entirely in Taiwan. Worrying just about fabs is very roughly like worrying about...
Jul 27, 2025
S
First Finance TSMC joint venture in Japan 🤣
Jul 27, 2025
X
I don't think the bubble will really bust until one of the major companies start significantly scaling back it's investment... then...
Jul 27, 2025
X
Process leadership is absolutely necessary in Semiconductors there ain't anything without it for the best products
Jul 27, 2025
X
When you factor in inflation, investing in Intel stock has been a nightmare for investors.
Jul 27, 2025
C
Still do not understand the "obsession" of some people with "second foundry sourcing" in USA. INTEL for some time during the 2010-2020...
Jul 27, 2025
B
If Intel Foundry’s competition forced TSMC to cut prices by 10%, do customers actually pocket that 10% savings? No, because their...
Jul 27, 2025
T
When you factor in inflation, investing in Intel stock has been a nightmare for investors.
Jul 27, 2025
T
Process leadership is absolutely necessary in Semiconductors there ain't anything without it for the best products
Jul 27, 2025
T
Intel shareholders have already made significant contributions to this with almost no benefit—arguably even negative returns. No more...
Jul 27, 2025
T
Where do you get the 30% from?
https://finance.yahoo.com/news/scott-bessent-warns-tsmcs-40-033107609.html
Jul 27, 2025
T
and what does Intel's age has to do with government support?
Jul 27, 2025
T
Well they are still trying!
Jul 27, 2025
T
https://asia.nikkei.com/Politics/Taiwan-voters-reject-bid-to-oust-China-friendly-lawmakers
Jul 27, 2025