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M
In case of China taking over Taiwan, does the US think they can transport/smuggle out enough TSMC brains to run the TSMC fabs here...
Jul 27, 2025
L
Many of the key consumables comes from outside the US, they may have a local EBO but in reality if you to a tapein it is impossible...
Jul 27, 2025
X
Can Taiwanese manufacturing or Chinese manufacturing exist without the US?
Jul 27, 2025
X
Many of the key consumables comes from outside the US, they may have a local EBO but in reality if you to a tapein it is impossible...
Jul 27, 2025
X
This is a different but similarly interesting discussion. I've always thought that Intel's previous fab scaling leadership made the...
Jul 27, 2025
B
Many of the key consumables comes from outside the US, they may have a local EBO but in reality if you to a tapein it is impossible...
Jul 27, 2025
S
I agree with this in principle, but consider that fab scaling is slowing down significantly. A new "full node benefit" is 15% Perf per...
Jul 27, 2025
X
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
X
I agree with this in principle, but consider that fab scaling is slowing down significantly. A new "full node benefit" is 15% Perf per...
Jul 27, 2025
L
The modern Google officially dropped that aspiration.
No evidence from this that the bubble is bursting per this 4 days earlier...
Jul 27, 2025
X
Intel shareholders have already made significant contributions to this with almost no benefit—arguably even negative returns. No more...
Jul 27, 2025
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
Like.
Many of the key consumables comes from outside the US, they may have a local EBO but in reality if you to a tapein it is impossible...