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B
This is thing for me… TSMC margins are exploding and anytime anyone has margins like that there will always be competition; it’s just...
Jul 27, 2025
B
TSMC gross margins have gone from 48% to 58% over the past decade. What do you think they are going to go to when there is no...
Jul 27, 2025
My understanding is that the Western world is concerned that because of geopolitics access to high end chips, now produced almost...
Jul 27, 2025
B
don't worry they will realize it too late and are gonna pay the price also they need to support micron as well along with TI gotta have...
Jul 27, 2025
B
Are there any FABS in the world that do not run 24/7?
Not just Intel.
I would imagine most suppliers to FABS are running 24/7 also.
Jul 27, 2025
M
Never TRUST "maffia speak" like from the people around the mob-boss, it is all meant to corrupt people and bully their behavior...
Jul 27, 2025
M
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
M
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 27, 2025
M
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
M
Let me explore this a little further:
There are two types of labor expenses. The first is direct labor expense, which is directly...
Jul 27, 2025
M
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 27, 2025
M
I think this is going the way of DEC, or AMD more than IBM! Not enough volume and really doesn’t seem LBT has any attachment to...
Jul 27, 2025
D
Check the recent TSMC law suit.
TSMC want 7/24 operation but US engineers don't want to do this.
This is the view of a Chinese news KOL...
Jul 27, 2025
M
The US, meaning Intel in this context, really can run chip tech. As Dan often points out, Intel has been the source of numerous chip...
Jul 27, 2025
M
Thanks blueone, this sums it up nicely. I personally feel the first applies to the current administration and quite possibly to some...
Jul 27, 2025
Like.
TSMC gross margins have gone from 48% to 58% over the past decade. What do you think they are going to go to when there is no...
user nl replied to the thread Intel Reports Second-Quarter 2025 Financial Results.My understanding is that the Western world is concerned that because of geopolitics access to high end chips, now produced almost...