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Latest activity

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tomatoma reacted to Barnsley's post in the thread ASML Builds Machines that Make AI Chips. Why It’s Missing Out on the Boom. with Like.

The "money" is clearly in the design. All the companies doing the designing are the ones with the massive valuations. The ones doing...

Oct 4, 2025
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tomatoma reacted to siliconbruh999's post in the thread ASML Builds Machines that Make AI Chips. Why It’s Missing Out on the Boom. with Haha.

Intel followed that with 10nm is coming 🤣

Oct 4, 2025
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tomatoma reacted to Daniel Nenni's post in the thread ASML Builds Machines that Make AI Chips. Why It’s Missing Out on the Boom. with Haha.

Intel is definitely doing the heavy HNA-EUV lifting. Maybe they can pull it off, I certainly hope so. I just think 14A is too early...

Oct 4, 2025
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tomatoma reacted to Daniel Nenni's post in the thread ASML Builds Machines that Make AI Chips. Why It’s Missing Out on the Boom. with Like.

I actually laughed out loud on this one. I am not a regular Barron's reader but I had thought highly of them. Here is the authors bio...

Oct 4, 2025
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tomatoma reacted to Daniel Nenni's post in the thread ASML Builds Machines that Make AI Chips. Why It’s Missing Out on the Boom. with Like.

ASML Holding, the Dutch giant with a near-monopoly on extreme ultraviolet (EUV) lithography machines essential for advanced AI chips, is...

Oct 4, 2025
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tomatoma reacted to siliconbruh999's post in the thread ASML Builds Machines that Make AI Chips. Why It’s Missing Out on the Boom. with Like.

They can always charge more and the fabless can only pay 🤣 🤣 . Look at TSMC raising price

Oct 4, 2025
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tomatoma reacted to Daniel Nenni's post in the thread Tech U.S. Commerce head Lutnick wants Taiwan to help America make 50% of its chips locally with Like.

“My argument to them was, well, if you have 95% [chip production], how am I going to get it to protect you? You’re going to put it on a...

Oct 4, 2025
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tomatoma reacted to blueone's post in the thread Tech U.S. Commerce head Lutnick wants Taiwan to help America make 50% of its chips locally with Like.

No, not at all, unless the location is in Taiwan or China.

Oct 4, 2025
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tomatoma reacted to siliconbruh999's post in the thread Tech U.S. Commerce head Lutnick wants Taiwan to help America make 50% of its chips locally with Like.

Even china blocking Taiwan strait is enough to considerably harm US economically much less taking Taiwan.

Oct 4, 2025
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tomatoma reacted to siliconbruh999's post in the thread Tech U.S. Commerce head Lutnick wants Taiwan to help America make 50% of its chips locally with Like.

TSMC US won't even have the capacity to satisfy the customers and neither Intel will have it unless Ohiho is online even than it's for...

Oct 4, 2025
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tomatoma reacted to bilau's post in the thread Tech U.S. Commerce head Lutnick wants Taiwan to help America make 50% of its chips locally with Like.

You are assuming that this dude has basic comprehension of the background and issues.

Oct 4, 2025
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tomatoma reacted to Daniel Nenni's post in the thread Tech U.S. Commerce head Lutnick wants Taiwan to help America make 50% of its chips locally with Like.

Given the fact that Lutnik did not mention the semiconductor supply chain, just manufacturing, I feel that this is a political sound...

Oct 4, 2025
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tomatoma reacted to Daniel Nenni's post in the thread Tech U.S. Commerce head Lutnick wants Taiwan to help America make 50% of its chips locally with Like.

Shocking really...

Oct 4, 2025
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tomatoma reacted to Daniel Nenni's post in the thread Tech U.S. Commerce head Lutnick wants Taiwan to help America make 50% of its chips locally with Like.

I agree with this 100%. The US should have taken a hard line with Russia on Ukraine as well. Be proactive for once instead of reactive...

Oct 4, 2025
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tomatoma replied to the thread Tech U.S. Commerce head Lutnick wants Taiwan to help America make 50% of its chips locally.

The coolest people are the American manufacturers, including Intel, who have been trying to do things without relying on tariffs... They...

Oct 4, 2025

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