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T
Works for me.
Aug 21, 2025
T
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
T
It's a waste of money...
In fact, this investment will fail
With this, Softbank's stock price has fallen, and the value of 3 trillion...
Aug 21, 2025
T
Investing outside of TSMC is a waste of money…
Aug 21, 2025
T
Trust, flexibility to scale production-orders / output, economy of open-innovation at global scale, flexibility to choose the optimum...
Aug 21, 2025
T
There is no need for semiconductor companies other than TSMC
Aug 21, 2025
T
The semiconductor industry is evolving without the United States
Aug 21, 2025
T
I think that is the old Intel Campus ..... I worked at that place 30 years ago .... Look for Ocatillo (Price Rd)
I was lucky enough to...
Aug 21, 2025
M
We heard this before back in 2021 2022 etc. Prepayment, whales, commitments. Upon further review, they were not commitments. they were...
Aug 21, 2025
AMD today posted a video on YouTube named "Thought Leadership & AMD Vision", which was promptly removed a couple of hours later. It was...
Aug 21, 2025
S
AMD today posted a video on YouTube named "Thought Leadership & AMD Vision", which was promptly removed a couple of hours later. It was...
Aug 21, 2025
T
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
T
People can always choose other companies foundry.... Including Intel and Samsung. And yet they do not. Seems like they are happy with...
Aug 21, 2025
Thanks, here the Ocotillo Campus, just 9 miles south of Chandler:
Aug 21, 2025
M
I think that is the old Intel Campus ..... I worked at that place 30 years ago .... Look for Ocatillo (Price Rd)
I was lucky enough to...
Aug 21, 2025