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T
Semiconductors continue to trend in the media. I wonder when they will get tired of us? The SemiWiki Google Cloud bill has more than...
Aug 25, 2025
T
Trump is destroying America's credibility. The CHIPS Act does not have strings attached. Who's going to believe the US government when...
Aug 25, 2025
T
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
T
What specifically are you looking for Intel to achieve in 3 years’ time?
Aug 25, 2025
T
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
T
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
T
ask Google to Invest in Semiwiki?
Aug 25, 2025
T
Pocket change from chips act?
Aug 25, 2025
T
$500 Billion investment in Semiwiki than?
Aug 25, 2025
T
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
T
Interesting "virtue signalling" by TSMC here.
The Taiwanese government has subsidized TSMC's business in many ways historically...
Aug 25, 2025
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