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TSMC should do something like they did in Germany:
EMC Joint Venture Structure: TSMC holds a 70% stake, with European partners Robert...
Sep 7, 2025
M
If we divide Intel’s 700,000 yearly wafer capacity by two (for fabs 52 and 62) and then by 12 months, each fab can make about 30,000...
Sep 7, 2025
M
TSMC is the low power king thanks in part to Apple. Apple writes some very big ecosystem checks and low power is a big driver. Process...
Sep 7, 2025
M
Cristiano needs to be more transparent about suppliers. Samsung is a former supplier now making legacy chips. QCOM only went to Samsung...
Sep 7, 2025
M
Translation:
Intel, get your #%?* together and give us a good 14A PDK.
Sep 7, 2025
D
I'm an AVGO stockholder, but the silliness they publish in their descriptions of their "AI chip business" makes me roll my eyes. These...
Sep 7, 2025
M
Good summary, I would read the transcript to get a little better feel for what was actually said.
On foundry a couple items:
1) Will...
Sep 7, 2025
D
No one Knows even trump doesn't know
Sep 7, 2025
C
She was behind the CHIPs Act which was basically charity, some for companies that did not really need it and were not US based, but she...
Sep 7, 2025
C
That's an odd comment. If the foundry team (IFS) doesn't talk directly to customers -- they will never succeed.
Sep 7, 2025
S
This is a hard post to read due to the amount of dumb takes, let's start with the easy ones:
- Explain how INTC is a Going Concern? (For...
Sep 7, 2025
M
This is a hard post to read due to the amount of dumb takes, let's start with the easy ones:
- Explain how INTC is a Going Concern? (For...
Sep 7, 2025
S
Problem No.1: just try to register a company in India as a foreigner...
Problem No.2: just try to register a company in India in a...
Sep 7, 2025
A
The amusing thing is that Elizabeth Warren, Bernie Sanders, and Alexandria Ocasio-Cortez, perhaps the loudest advocates of labor unions...
Sep 7, 2025
Daniel Nenni replied to the thread India most promising destination for semiconductor manufacturing, PM tells CEOs.TSMC should do something like they did in Germany: EMC Joint Venture Structure: TSMC holds a 70% stake, with European partners Robert...
Like.
If we divide Intel’s 700,000 yearly wafer capacity by two (for fabs 52 and 62) and then by 12 months, each fab can make about 30,000...