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S
CEO job is to identify and focus on right priority issues. Given what's going on, LBT is too savvy not to get close collaboration with...
Aug 9, 2025
The tariffs also jeopardize ongoing collaborations with US customers.
Aug 9, 2025
H
STM, Infineon, Renesas are in trouble...
Aug 9, 2025
H
LBT is too busy fixing Intel, he forgot to pay his tribute to Trump like Jensen and Lisa.
Aug 9, 2025
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I was only half joking (unfortunately). I sincerely believe that LBT buying Trump crypto , paying for membership at Maro Lago, etc...
Aug 9, 2025
S
Humor based in truth is the funniest! I just wish Lip-Bu would have met with Trump like CC Wei and Jensen Huang after he took the CEO...
Aug 9, 2025
S
Capacity increased by 154k wpm in a year. 8" wafers yardstick. That is pretty significant.
That is like 68k wpm of 12" wafers.
Aug 9, 2025
You forgot one thing - they're not Chinese. I don't want to draw conclusions and make accusations of racism, but I can't help but think...
Aug 9, 2025
China is the largest semiconductor market and it is SMIC's to lose.
Aug 9, 2025
P
Only a microscopic portion of wafers and packaged chips arrive to USA not as a part of an assembled product.
USA may or may not use...
Aug 9, 2025
Chip Maker SMIC Sees Limited Impact of Trump’s Tariffs
China’s largest chip maker, Semiconductor Manufacturing International Corp...
Aug 9, 2025
Not hard to believe at all. Where there is demand supply will follow and there is no stopping it. Reference the drug trade wordwide.
GPU...
Aug 9, 2025
D
Trump took advice?
Do you have any proof of this?
Aug 9, 2025
V
I think Walden International may have to invest in some Trump affiliated cryptocurrency and these concerns might go away. Removing...
Aug 9, 2025
This is the only actually big newsworthy item in the semi space of the last month. The tariff was is triggering a massive cost increase...
Aug 9, 2025
Daniel Nenni reacted to Fred Chen's post in the thread Donald Trump threatens 100% tariff on chips with carve-out for investment in US with
Like.
The tariffs also jeopardize ongoing collaborations with US customers.
You forgot one thing - they're not Chinese. I don't want to draw conclusions and make accusations of racism, but I can't help but think...
anm reacted to Paul2's post in the thread TI triggers largest chip repricing in years, stuns China clients with 60,000-part hike with
