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M
I do not think Elon Musk and Lip-Bu Tan would be good business partners for this kind of venture. Vey different business styles and...
Jul 31, 2025
M
Since when did Elon Musk or Tesla become a semiconductor manufacturing guru?
Jul 31, 2025
M
TSMC has been making Tesla's chips without problem. The first one was on N7 and the new one is on N4. Samsung made Tesla chips on 14nm...
Jul 31, 2025
M
I agree, this is the type of deal that Intel Foundry can do. It is more than just wafer sales, they really are joint development...
Jul 31, 2025
M
Yes, I can imagine CC Wei (and all of TSMC customers) would not appreciate it when Elon is messing around TSMCs Fabs in Arizona and...
Jul 31, 2025
P
My pet apocalyptic scenario is some unfathomable aging mechanism in sub-2nm devices causes a massive chip casualty event that brings...
Jul 31, 2025
M
Personally, I do not mind that Elon collaborates with Samsung in the future. Whatever comes out, Elon doesn't seem to mind burning cash...
Jul 31, 2025
K
It does, at the speed of a lame snail. Most of 200mm production volume is legacy product which is not going to be redesigned for <130nm...
Jul 31, 2025
K
Told ya. Margins will continue collapsing as legacy fabs get built the world over. Mostly in China, but there are also the TSMC fabs in...
Jul 31, 2025
Single digit growth is good for a 2nd tier foundry. GF is running a single digit deficit in 2025 thus far. Go UMC!
Jul 31, 2025
This is my point as to why we need to open technology trade with China. At least we will have some sense as to what they are doing. I...
Jul 31, 2025
X
Two things: I think TSMC is getting more aggressive at the mature nodes and the unit sales for the semiconductor industry are slowing...
Jul 31, 2025
X
Now imagine what will happen if the market for very expensive, very large, and very low volume chips will go away too.
Jul 31, 2025
It became a Elon thread from Samsung thread.
🤣
Jul 31, 2025
P
The laser is the same, but optics is different, and masks will have to be remade.
A point no one talks about is that you can't remake a...
Jul 31, 2025
Like.
I do not think Elon Musk and Lip-Bu Tan would be good business partners for this kind of venture. Vey different business styles and...
Daniel Nenni replied to the thread UMC Reports Second Quarter 2025 Results.Single digit growth is good for a 2nd tier foundry. GF is running a single digit deficit in 2025 thus far. Go UMC!
user nl reacted to siliconbruh999's post in the thread Samsung to Produce Tesla Chips in $16.5 Billion Multiyear Deal with