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S
I hope as well!!
Let INTEL do some hard R&D work on High-NA EUV to figure out some problems with High-NA HVM. And let INTEL guide ASML...
Sep 27, 2025
S
I remember the first time Trump ran for the GOP nomination. His political foes tried to emulate him after a while and failed. Those same...
Sep 27, 2025
I remember the first time Trump ran for the GOP nomination. His political foes tried to emulate him after a while and failed. Those same...
Sep 27, 2025
The future will tell what happens after Trump is gone, still 39 months to go, quite an eternity in US politics.
Breaking down stuff is...
Sep 27, 2025
M
The djini is out of the bottle, and won't be put back in. Meaning, now that it's shown possible to get someone like him elected POTUS...
Sep 27, 2025
S
Perhaps, but some say hope is not sufficient for a strategy. I think CC Wei & Co may have a strategy.......Not clear to me that INTEL's...
Sep 27, 2025
Tariffs are another topic completely. In my *expert* opinion the tariffs are a bullying move for political capital here in the US. Will...
Sep 27, 2025
CC Wei definitely has a strategy. The man is extremely intelligent and knows the semiconductor industry from the inside out. He is also...
Sep 27, 2025
Seems Korea (Samsung) is following more of Taiwan's and EU's strategy...
Sep 27, 2025
Perhaps, but some say hope is not sufficient for a strategy. I think CC Wei & Co may have a strategy.......Not clear to me that INTEL's...
Sep 27, 2025
"Experts say" Complete BS.
"stated that the Trump administration’s objective is to have TSMC produce not only cutting-edge nodes but...
Sep 27, 2025
S
Each of the TSMC US fabs can only make like 50k WPM last I read. They won't replace Taiwan. It is basically insurance.
Sep 27, 2025
S
Yeah Intel should just can Israel Ireland is fixed to Intel 3 and it's variations.
Sep 27, 2025
And let the USA based companies like Microsoft, Apple, Broadcom, Meta, Google etc further help to solve INTEL's cash/investment problems...
Sep 27, 2025
It's already a big task to manage TSMC's IP based in Taiwan...
Sep 27, 2025