Array
(
[content] =>
[params] => Array
(
[0] => /forum/whats-new/latest-activity?before_id=87611
)
[addOns] => Array
(
[DL6/MLTP] => 13
[Hampel/TimeZoneDebug] => 1000070
[SV/ChangePostDate] => 2010200
[SemiWiki/Newsletter] => 1000010
[SemiWiki/WPMenu] => 1000010
[SemiWiki/XPressExtend] => 1000010
[ThemeHouse/XLink] => 1000970
[ThemeHouse/XPress] => 1010570
[XF] => 2021770
[XFI] => 1050270
)
[wordpress] => /var/www/html
)
You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please,
join our community today !
JavaScript is disabled. For a better experience, please enable JavaScript in your browser before proceeding.
You are using an out of date browser. It may not display this or other websites correctly.
You should upgrade or use an
alternative browser .
X
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 28, 2025
T
I found this to be partly driven by politics.
Jul 28, 2025
T
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 28, 2025
T
Qualcomm, Mediatek, all the different hyperscalers through Broadcom/Marvell, and AI startups (Softbank, OpenAI, etc.)
Jul 28, 2025
T
I don’t believe Intel is going to walk away from 14A. The threat was caveated all over the place and is meant to help spur it along. I...
Jul 28, 2025
T
This is my personal opinion
As for TSMC, it is not possible to expand the factory more easily in Taiwan due to water resources and...
Jul 28, 2025
T
This is where it gets tricky for Singapore , I dont think we are the R&D site for any of the companies represented by FABS here.
When...
Jul 28, 2025
T
Finally, someone mentions about Digital. How about Control Data, Data General, Unisys, Wang, Honeywell, NCR, Tandem, Apollo, Convex...
Jul 28, 2025
T
Even if it is simply profitable or profitable, automotive semiconductors also need reliability that is different from ordinary...
Jul 28, 2025
T
Come to think of it, in the paper of Moore, the origin that became the law of Moore, foreseen the occurrence of chiplets.
It is in the...
Jul 28, 2025
E
I think you may not be very familiar with how Taiwan, the Republic of China, and its politics or how a democracy works.
People who...
Jul 28, 2025
T
I think you may not be very familiar with how Taiwan, the Republic of China, and its politics or how a democracy works.
People who...
Jul 28, 2025
E
My understanding is that the Western world is concerned that because of geopolitics access to high end chips, now produced almost...
Jul 28, 2025
T
My understanding is that the Western world is concerned that because of geopolitics access to high end chips, now produced almost...
Jul 28, 2025
E
Never TRUST "maffia speak" like from the people around the mob-boss, it is all meant to corrupt people and bully their behavior...
Jul 28, 2025
Like.
This is thing for me… TSMC margins are exploding and anytime anyone has margins like that there will always be competition; it’s just...