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Also something to note LBT is against selling the foundry and foundry is the reason Intel is maintaining it's share. Also i hope he...
Oct 16, 2025
S
Also something to note LBT is against selling the foundry and foundry is the reason Intel is maintaining it's share. Also i hope he...
Oct 16, 2025
Erez TsurErez Tsur LinkedIn
Years ago, when Lip-Bu Tan took the CEO role at Cadence, I was there. The company was broken — morale low...
Oct 16, 2025
S
NVIDIA buying a few Litho machines?
Maybe ASML can work on miniturisation and we can all have one in our garage?
Oct 16, 2025
S
Korean media: Samsung is considering disbanding the 1c DRAM task force, and the yield rate is less than half of the time, but it is...
Oct 16, 2025
https://www.ft.com/content/0a68e6fe-bad1-4e76-8cc5-b31036f62b95?
Oct 16, 2025
Here is a short 5:40 video overview of TSMC Q3 2025 earnings generated by Google NotebookLM AI.
Source...
Oct 16, 2025
S
Intel 4 is small part of MTL lake and the rest is TSMC and OEMs still like RPL despite it's flaws. In credit to RPL it clocks like 6Ghz...
Oct 16, 2025
M
Its all about price and value and to some degree cost. Raptor lake is a good product at a good price. and OEMs see value in it. The...
Oct 16, 2025
Now let’s begin the Q and A session. Operator, can we please proceed with the first caller on the line? Thank you.
Wendell Huang...
Oct 16, 2025
AI Transcript:
Jeff Su, Director of Investor Relations, TSMC: Good afternoon, everyone, and welcome to TSMC’s Third Quarter twenty...
Oct 16, 2025
TSMC's Q3 2025 Earnings: A Strong Performance Amid AI Boom
On October 16, 2025, Taiwan Semiconductor Manufacturing Company (TSMC) held...
Oct 16, 2025
I am in China now. There is no reason to block Semiwiki site
Oct 16, 2025
M5 delivers over 4x the peak GPU compute performance for AI compared to M4, featuring a next-generation GPU with a Neural Accelerator in...
Oct 16, 2025
Daniel Nenni reacted to siliconbruh999's post in the thread Why I Doubled Down on Lip-Bu when he Joined Intel? with
Like.
Also something to note LBT is against selling the foundry and foundry is the reason Intel is maintaining it's share. Also i hope he...
hist78 replied to the thread TSMC 3Q25 Earnings Conference Presentation Materials & Press Release.Here is a short 5:40 video overview of TSMC Q3 2025 earnings generated by Google NotebookLM AI. Source...