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T
If the goal is competition for TSMC, the fastest way to do that would be to let China have EUV.
Aug 25, 2025
T
I'm not worried too much, neither seems MKWventures.
There will be a TACO trade once the temperature heats up too much, like a slowdown...
Aug 25, 2025
T
Do not fall deeper again in your semi-arrogance-pitfall with this last statement. Do not embrace the MAGA ideology, like POTUS did for...
Aug 25, 2025
If the goal is competition for TSMC, the fastest way to do that would be to let China have EUV.
Aug 25, 2025
I'm not worried too much, neither seems MKWventures.
There will be a TACO trade once the temperature heats up too much, like a slowdown...
Aug 25, 2025
X
So I guess the take-away for the roadmap change is that all products got delayed 2 years (meaning we're a full architecture behind where...
Aug 25, 2025
C
If the goal is competition for TSMC, the fastest way to do that would be to let China have EUV.
Aug 25, 2025
C
There is NO industry on our globe that is as capital intensive as manufacturing leading-edge logic chips in the years 2025+ !
There is...
Aug 25, 2025
X
Not true at all. The 10% stake today is by far superior to the CHIP Acts T&Cs of tomorrow. Money now versus money you may never get. It...
Aug 25, 2025
X
For Intel Foundry to become a competitive alternative to TSMC for the leading edge logic foundry business. I hope Samsung Foundry can do...
Aug 25, 2025
X
Interesting "virtue signalling" by TSMC here.
The Taiwanese government has subsidized TSMC's business in many ways historically...
Aug 25, 2025
B
Whatever they doing revenue is now back to pre-COVID levels of normality
Aug 25, 2025
P
Pre-covid $2 STM32s now cost $10+
Aug 25, 2025
P
Their best move is to scandalize them beyond imagination, and put the blame on them, as T never even wanted them there to begin with...
Aug 25, 2025
P
You haven't seen STM's hikes. Some of mundane STM32 models went above $100 during COVID from distributors, while they normally sold for...
Aug 25, 2025
Like.
If the goal is competition for TSMC, the fastest way to do that would be to let China have EUV.
user nl reacted to count's post in the thread TSMC considers returning US subsidies over government equity stake with