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Experts say the Trump-era push for onshore manufacturing reshaped TSMC’s strategy, while its core R&D and cutting-edge nodes remain in...
Sep 27, 2025
O
I agree that the demand will soften at some time. But I do not think you can analyze the AI market in isolation.
Of course, Google...
Sep 27, 2025
F
The investment could pay off for TSMC, like Microsoft's investment in Apple when Steve Jobs return. Microsoft's development of IE and...
Sep 27, 2025
E
Intel has been in the habit for quite some time now in over-promising and under-delivering. I haven't attended a class in business in...
Sep 27, 2025
E
I think someone from ASML said at an optical conference that the mass production model 5200 will start shipping in the second half of...
Sep 27, 2025
E
I hope this policy (if implemented) works. The cost disadvantage is only about 10%. However, the crippling lack of scale--lack of...
Sep 27, 2025
E
Intel is a big TSMC customer and it would please the administration who has a 10% stake plus it is an investment, not a gift. Not unlike...
Sep 27, 2025
E
Why would it be in TSMC’s interest to invest in a competitor? If I were TSMC, I would tell Intel to politely pound sand unless if they...
Sep 27, 2025
S
The investment could pay off for TSMC, like Microsoft's investment in Apple when Steve Jobs return. Microsoft's development of IE and...
Sep 27, 2025
T
Google has been working on AI specific hardware for longer than NVIDIA. I know this for a fact.
Sep 26, 2025
T
Intel has been in the habit for quite some time now in over-promising and under-delivering. I haven't attended a class in business in...
Sep 26, 2025
T
Don't forget Intel's craze of the highest perf node got us to so many innovation in Nodes i would say let them cook.
Sep 26, 2025
T
I agree on the BoD, two is a waste of time and money.
IFS is separated as a business unit. Once it is successful it can be spun out...
Sep 26, 2025
T
I don't think a separate BoD will accomplish anything. In the US, most BoDs are populated by useless, non-expert members. Yes-people...
Sep 26, 2025
T
According to what I was told one 5200 system has already been shipped, to Intel hopefully.
Pat Gelsinger had said HNA-EUV will be...
Sep 26, 2025
user nl posted the thread Poll: Half of Taiwan fears TSMC becoming US-SMC in SemiWiki Main Forum ( Ask the Experts! ).Experts say the Trump-era push for onshore manufacturing reshaped TSMC’s strategy, while its core R&D and cutting-edge nodes remain in...
Like.
The investment could pay off for TSMC, like Microsoft's investment in Apple when Steve Jobs return. Microsoft's development of IE and...
Haha.
Intel has been in the habit for quite some time now in over-promising and under-delivering. I haven't attended a class in business in...
Sad.
I agree on the BoD, two is a waste of time and money. IFS is separated as a business unit. Once it is successful it can be spun out...