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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 17, 2025
S
I guess they shot themselves in the foot again.
https://www.wsj.com/business/autos/nexperia-auto-industry-chip-shortage-02f92559
Oct 17, 2025
F
It seems like on its key leading edge fronts, margins are being diluted:
Okay. Sunny, yes, it’s too early to talk about 2026. But you...
Oct 16, 2025
T
Some interesting points from the earnings call:
1. TSMC is acquiring a second parcel of land in Phoenix, Arizona to support its...
Oct 16, 2025
T
AI Transcript:
Jeff Su, Director of Investor Relations, TSMC: Good afternoon, everyone, and welcome to TSMC’s Third Quarter twenty...
Oct 16, 2025
T
In DC as well it will directly impact their revenue as well as Intel's revenue.
Oct 16, 2025
T
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
Some interesting points from the earnings call:
1. TSMC is acquiring a second parcel of land in Phoenix, Arizona to support its...
Oct 16, 2025
S
In DC as well it will directly impact their revenue as well as Intel's revenue.
Oct 16, 2025
S
Some interesting points from the earnings call:
1. TSMC is acquiring a second parcel of land in Phoenix, Arizona to support its...
Oct 16, 2025
Some interesting points from the earnings call:
1. TSMC is acquiring a second parcel of land in Phoenix, Arizona to support its...
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
One of the reasons is that Intel’s product prices are often high to begin with. Intel’s OEM customers, such as HP, Dell, Lenovo, Asus...
Oct 16, 2025
"TSMC previously projected that its data center AI related revenue would grow at a mid-40% annual rate through 2029. JP Morgan analyst...
Oct 16, 2025
Like.
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...
Xebec reacted to hist78's post in the thread TSMC 3Q25 Earnings Conference Presentation Materials & Press Release with
hist78 replied to the thread Why I Doubled Down on Lip-Bu when he Joined Intel?.One of the reasons is that Intel’s product prices are often high to begin with. Intel’s OEM customers, such as HP, Dell, Lenovo, Asus...