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Nvidia's (NASDAQ:NVDA) Rubin, its next-generation graphics processing unit, might face a delay in its production ramp at TSMC (NYSE:TSM)...
Aug 14, 2025
TSMC July 2025 Revenue Report HSINCHU, Taiwan, R.O.C. – Aug. 8, 2025 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for...
Aug 14, 2025
Last week, TSMC’s Board of Directors approved a $20.7B capital appropriation, a significant increase from $15.2B in the prior quarter...
Aug 14, 2025
Where do you find this list? Seems like it could be useful for thinking about the future prospects of semicap companies as well as for...
Aug 14, 2025
S
We are speeding running the entire world decoupling from the US. Trump hates this globalism stuff, but his fixes are disastrous. The...
Aug 14, 2025
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We are speeding running the entire world decoupling from the US. Trump hates this globalism stuff, but his fixes are disastrous. The...
Aug 14, 2025
B
Luckily, Companies are making plans so they do not have to work with the US. This is the answer to "What would Tony Soprano/ Vito...
Aug 14, 2025
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“What’s next — letting Lockheed Martin sell F-35s to China for a 15 percent commission?” Liza Tobin, who previously served as China...
Aug 14, 2025
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Wonder what TSMC call this internally?
Aug 14, 2025
Nvidia and AMD have agreed to give the US government 15 per cent of their revenues from chip sales in China, under an arrangement to...
Aug 13, 2025
These mob-servants simply cannot seem to think long term, their brains must be adjusting by working with a no-brains mob boss that went...
Aug 13, 2025
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But Didn't Craig kinda assist in ruin Intel during his 35 years? And now at 85 years old he is gonna fix Intel? He needs to spend some...
Aug 13, 2025
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AMDs biggest pro is binning and cost and IP Reuse
Intel's mostly is able to mix Match different IP so more combination is possible but...
Aug 13, 2025
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The only thing I can say is, is it possible to endure the huge demand with only TSMC? What will happen in the absence of competition? Is...
Aug 13, 2025
D
No. Process node advantage is too big.
Aug 13, 2025
Like.
Nvidia's (NASDAQ:NVDA) Rubin, its next-generation graphics processing unit, might face a delay in its production ramp at TSMC (NYSE:TSM)...
kvas reacted to Daniel Nenni's post in the thread TSMC July 2025 Revenue Report 37% Increase YoY with
Daniel Nenni reacted to Barnsley's post in the thread mob boss protection/commission money to be paid for sales of chips to China with
user nl replied to the thread mob boss protection/commission money to be paid for sales of chips to China.These mob-servants simply cannot seem to think long term, their brains must be adjusting by working with a no-brains mob boss that went...