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T
I think the reason TSMC started expanding globally was because of Taiwan's limited land area, water resources, and electricity.
Even if...
Sep 27, 2025
T
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
T
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
T
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
T
War unites allies for sure and there will be more wars without a doubt. War also fuels the economy. Cutting off semiconductors is an act...
Sep 27, 2025
T
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
T
I mixed up the capacity of both Fab 21 phases with a single one. Even worse then.
Sep 27, 2025
T
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
T
"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
T
That said, distributing bases is not a big deal.
All you need is a supply chain
Sep 27, 2025
T
I don't think it is hype. It is a risk. Luktnik also acknowledged it. Also if the future Taiwanese government agrees a unification...
Sep 27, 2025
M
agreed. Its the same deal with automakers. Admins come and want companies to make decade defining decisions for an admin that lasts 4...
Sep 27, 2025
Frank Yeary is perhaps a reminder on the usefulness of BoD
Sep 27, 2025
Y
Frank Yeary is perhaps a reminder on the usefulness of BoD
Sep 27, 2025
B
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 27, 2025
Like.
CC Wei definitely has a strategy. The man is extremely intelligent and knows the semiconductor industry from the inside out. He is also...
Daniel Nenni reacted to Y.H's post in the thread Intel splashes more cash on ASML’s magic machines with
Haha.
Frank Yeary is perhaps a reminder on the usefulness of BoD