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How do we judge if TSMC’s pricing is reasonable or justifiable?
I can compare a pound of Gala apples I bought and ate a year ago with...
Aug 21, 2025
TSMC Arizona is the best thing to happen to US Silicon in 20 years. Even trump knows that. Lets see what happens.
BTW: I talked to a...
Aug 21, 2025
Yep, pretty amazing what CC Wei's team is doing there building a fantastic GigaFab; that's really a very different contribution to the...
Aug 21, 2025
Yep, pretty amazing what CC Wei's team is doing there building a fantastic GigaFab; that's really a very different contribution to the...
Aug 21, 2025
See also this analysis about Europe's and Asean's response so far (1 July 2025) here...
Aug 21, 2025
TSMC Arizona is the best thing to happen to US Silicon in 20 years. Even trump knows that. Lets see what happens.
BTW: I talked to a...
Aug 21, 2025
Works for me.
Aug 21, 2025
Works for me.
Aug 21, 2025
I asked ChatGPT to draft a mission statement for Semiwiki based on SoftBank's. IMO, it's not bad. 🙂 Sorry, I didn't asked @Daniel Nenni...
Aug 21, 2025
M
It is, but don't forget that part of the reason for GAA and BSPD are to reduce power consumption at the same clock speed, which pretty...
Aug 21, 2025
I met him a while back, years ago. I don't recall which one but he keynoted a semiconductor event. He is definitely a visionary because...
Aug 21, 2025
M
TSMC Arizona is the best thing to happen to US Silicon in 20 years. Even trump knows that. Lets see what happens.
BTW: I talked to a...
Aug 21, 2025
M
@Dan: did you ever read Softbank's 2025 annual report. If you would write something like that about SemiWiki's vision, your...
Aug 21, 2025
I asked ChatGPT to draft a mission statement for Semiwiki based on SoftBank's. IMO, it's not bad. 🙂 Sorry, I didn't asked @Daniel Nenni...
Aug 21, 2025
M
Softbank has a vested interest in Intel stock price appreciating now. The best way to achieve that might not be to grow foundry. Where...
Aug 21, 2025
Daniel Nenni reacted to hist78's post in the thread TSMC gets NT$67.13 billion aid from U.S., Germany, Japan, and China with
Like.
How do we judge if TSMC’s pricing is reasonable or justifiable? I can compare a pound of Gala apples I bought and ate a year ago with...
user nl replied to the thread TSMC gets NT$67.13 billion aid from U.S., Germany, Japan, and China.Yep, pretty amazing what CC Wei's team is doing there building a fantastic GigaFab; that's really a very different contribution to the...
hist78 reacted to Daniel Nenni's post in the thread What does the Softbank $2B Investment in Intel Really mean? with
