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M
manufacturing outside US impact is minimal. text or call me and I can discuss specifics
Oct 26, 2025
D
It was never my intent to imply that TSMC just rode on Intel's coat tails. The fact that they have moved from being a fast follower to...
Oct 26, 2025
K
I’d also add that the stocks are not actually pricing in the crazy growth projections and capex announcements. I think most investors...
Oct 26, 2025
D
Intel is also first to GAA+BSPN in HVM as for advanced packing Intel has also made breakthrough what about Glass Substrates and Silicon...
Oct 26, 2025
D
Glad you cleared the air, intel was first for every innovation. If Intel was to go away the world will be left with a bunch of half...
Oct 26, 2025
L
No one is saying that AI isn't useful, but investing $100 billion in data centers for a company that yet to make a profit is hard to...
Oct 26, 2025
D
TSMC guessed right on 28nm (gate last, HKMG) and iterated steadily from there. They also got Apple from 20nm onward. Pulling Apple...
Oct 26, 2025
D
The half-node and small-step approach improves on time product delivery. Predictability in product delivery is extremely important to...
Oct 26, 2025
D
I probably don't qualify as someone who knows what they are talking about, but I'll share my impression anyway. :)
I suspect that...
Oct 26, 2025
D
FWIW -- Self-driving software (supervised) + driver paying attention is safer than one of these alone. I also find it very relaxing...
Oct 26, 2025
D
You are right about Chiping, I worked with him at Avanti. Chiping did not negotiate the deal. Charlie Huang was involved as well. I know...
Oct 26, 2025
D
That was Laker from SpringSoft that gave cadence a lot of heart burn. Unfortunately, 6 months after Synopsys acquired Springsoft...
Oct 26, 2025
D
One experience I had Lip-Bu and foundries was when he first joined Cadence. TSMC did not have a great relationship with Cadence at that...
Oct 26, 2025
D
I hope not, but I'm not convinced there are very many potential foundry customers who are interested in a process like 18A. They might...
Oct 26, 2025
D
Just a few top of mind thoughts.
Be more incremental about fab development, rather than dramatically over-spending on CAPEX.
Design a...
Oct 26, 2025
Like.
It was never my intent to imply that TSMC just rode on Intel's coat tails. The fact that they have moved from being a fast follower to...