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A
Semiconductors got bigger and more important than other industries because, up to 28nm, every shrink made the chip better and less...
Oct 9, 2025
This sucks but it is to be expected. 300mm lines are way more automated and have over 4x the productivity of 150mm.
That is the whole...
Oct 9, 2025
S
Thought they spending 60Bn on job creation?
Texas Instruments has informed employees of upcoming layoffs at its Dallas and Sherman fabs...
Oct 9, 2025
S
This sucks but it is to be expected. 300mm lines are way more automated and have over 4x the productivity of 150mm.
That is the whole...
Oct 9, 2025
S
At least in lithography the Chinese are not just pursuing the current EUV lithography machines but the ones after that as well. For...
Oct 9, 2025
S
HSINCHU, Taiwan, R.O.C. – Oct. 9, 2025 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for September 2025:
On a...
Oct 9, 2025
S
We already have a term for all these "creative" and "circular" deals: they are basically the same "vendor financing" deals during the...
Oct 9, 2025
Thought they spending 60Bn on job creation?
Texas Instruments has informed employees of upcoming layoffs at its Dallas and Sherman fabs...
Oct 9, 2025
D
I agree with you.
Oct 9, 2025
D
Semiconductor packaging is generally lower margin than wafers. It was traditionally 15-20% at OSATs back in the day. TSMC turned that...
Oct 9, 2025
T
We already have a term for all these "creative" and "circular" deals: they are basically the same "vendor financing" deals during the...
Oct 9, 2025
B
Thought they spending 60Bn on job creation?
Texas Instruments has informed employees of upcoming layoffs at its Dallas and Sherman fabs...
Oct 9, 2025
B
Thats assuming everyone else stops "advancing"
What I will say is that China , especially around Guangzhou got very good hidden...
Oct 9, 2025
B
HSINCHU, Taiwan, R.O.C. – Oct. 9, 2025 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for September 2025:
On a...
Oct 9, 2025
HSINCHU, Taiwan, R.O.C. – Oct. 9, 2025 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for September 2025:
On a...
Oct 8, 2025
Like.
Semiconductors got bigger and more important than other industries because, up to 28nm, every shrink made the chip better and less...
Daniel Nenni reacted to samwilde's post in the thread Texas Instruments to lay off 400 employees as it shutters 150mm fabs with
Sad.
Thought they spending 60Bn on job creation? Texas Instruments has informed employees of upcoming layoffs at its Dallas and Sherman fabs...
Xebec reacted to Barnsley's post in the thread Texas Instruments to lay off 400 employees as it shutters 150mm fabs with