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B
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 28, 2025
D
"In a statement, TSMC, the world's largest contract chipmaker, dismissed a report by the Wall Street Journal saying that Intel had...
Sep 28, 2025
B
Tariffs are another topic completely. In my *expert* opinion the tariffs are a bullying move for political capital here in the US. Will...
Sep 28, 2025
F
It's not just the money to spend. You have to have all the equipment vendors like ASML only supply Intel for a good year or two just to...
Sep 28, 2025
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
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
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
Like.
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...
Daniel Nenni reacted to tomatoma's post in the thread Poll: Half of Taiwan fears TSMC becoming US-SMC with