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I would argue that TSM should invest in Intel to mitigate its intrinsic risks...
Sep 27, 2025
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Japanese firms cross-holdings and cross-investing is part of what caused the lost decades from 1990 to the present (30+ y ears). We're...
Sep 27, 2025
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https://semiwiki.com/tag/450mm/
Sep 27, 2025
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Taipei, Sept. 26 (CNA) Taiwan Semiconductor Manufacturing Co. (TSMC) reiterated Friday that the company has not entered discussions with...
Sep 27, 2025
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TSMC to Intel : "You can bring your business to Samsung. Good luck".
Sep 27, 2025
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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
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(Reuters) -Chipmaker Intel has approached Taiwan Semiconductor Manufacturing Company about investments in manufacturing or partnerships...
Sep 27, 2025
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Japanese firms cross-holdings and cross-investing is part of what caused the lost decades from 1990 to the present (30+ y ears). We're...
Sep 27, 2025
https://semiwiki.com/tag/450mm/
Sep 27, 2025
ASML was a completely different case, I think. The logic semi industry had choosen the EUV path and wanted 18 inch wafers for cost...
Sep 27, 2025
TSMC AZ is at 120k wafers per year, 2026 should be 360k wafers per year. Phase 2 should be the same but that will be closer to 2030...
Sep 27, 2025
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I mixed up the capacity of both Fab 21 phases with a single one. Even worse then.
Sep 27, 2025
References please, stated is 20K/month, I suspect there is buffer there but not 2.5x sandbag.
Go visit the Fab18 complex and size...
Sep 27, 2025
Ya Ha, you’re right to be skeptical. Amid the tariff war with US government, CNA’s coverage often comes across to protecting as...
Sep 27, 2025
Like.
Japanese firms cross-holdings and cross-investing is part of what caused the lost decades from 1990 to the present (30+ y ears). We're...
Haha.
TSMC to Intel : "You can bring your business to Samsung. Good luck".
Daniel Nenni replied to the thread Intel approaches TSMC for investments or partnership, WSJ reports.https://semiwiki.com/tag/450mm/
user nl replied to the thread Intel approaches TSMC for investments or partnership, WSJ reports.ASML was a completely different case, I think. The logic semi industry had choosen the EUV path and wanted 18 inch wafers for cost...
BruceA replied to the thread Poll: Half of Taiwan fears TSMC becoming US-SMC.References please, stated is 20K/month, I suspect there is buffer there but not 2.5x sandbag. Go visit the Fab18 complex and size...