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Yet for some strange reason INTC is up over 4.5% as I type this.
Aug 5, 2025
I think articles refers to binned SoC not the yield in terms of D0 so the physical yield might be good enough to qualify as a good yield...
Aug 5, 2025
This was my immediate thought as well when I saw TEL was involved. Seems like Japanese espionage. Weird
Aug 5, 2025
A lot of conjecture here but this may also tell us a little bit about the state of IBM's 2nm process at Rapidus..
Aug 5, 2025
TSMC's 2nm process technology leak sparks Supreme People's Procuratorate search of Japanese company, arrest of three engineers approved...
Aug 5, 2025
The following report said TEL engineer involved. All vendors should have signed NDAs and it seems someone cross the line.
Aug 5, 2025
It looks like the story did not identify who was requesting the information (Samsung? Intel? China? Rapidus?).
I assume that the...
Aug 5, 2025
News] TSMC Reportedly Fires Staff over Suspected 2nm Leak Ahead of Mass Production
2025-08-05 Semiconductors editor
News
Please...
Aug 5, 2025
S
i think this is another hit piece from Media
Aug 5, 2025
Tokyo Electron declined to comment, and its failure to deny such news report that police searched its offices suggests a serious...
Aug 5, 2025
The Chair of Rapidus used to be TEL's CEO.
Aug 5, 2025
S
I don't think it's 20% for Semis. Semis are under Section 232 investigation, which means there's no negotiation once the tariff is...
Aug 5, 2025
S
it's not weird considering many companies do this
Aug 5, 2025
B
Not a lot going on thats for sure.
Tough sledding in the sectors they operate , competition is fierce.
Aug 5, 2025
B
With regards to semicon, what are the replacement goods available in the US to replace the best TSMC can offer?
A 20% tariff is just a...
Aug 5, 2025