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F
Microsoft will probably be the next company, after Apple and TSMC, is my naive prediction, to be asked by INTEL's LBT for investments in...
Sep 27, 2025
F
Continuing from the same article:
The move is also heavily influenced by commercial and economic factors. TSMC’s most significant...
Sep 27, 2025
Taipei, Sept. 26 (CNA) Taiwan Semiconductor Manufacturing Co. (TSMC) reiterated Friday that the company has not entered discussions with...
Sep 27, 2025
Microsoft will probably be the next company, after Apple and TSMC, is my naive prediction, to be asked by INTEL's LBT for investments in...
Sep 27, 2025
F
Taipei, Sept. 26 (CNA) Taiwan Semiconductor Manufacturing Co. (TSMC) reiterated Friday that the company has not entered discussions with...
Sep 27, 2025
TSMC to Intel : "You can bring your business to Samsung. Good luck".
Sep 27, 2025
Once TSMC invests with cash in INTEL, this Trump Government will probably come back every 12 months to TSMC and squeeze them out for...
Sep 27, 2025
Mostly to please the administration. For them, investment is better than forming a JV or running some operations for Intel.
Sep 27, 2025
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
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
Like.
Microsoft will probably be the next company, after Apple and TSMC, is my naive prediction, to be asked by INTEL's LBT for investments in...
user nl reacted to Fred Chen's post in the thread Intel approaches TSMC for investments or partnership, WSJ reports with