There was an article on Motley Fool recently detailing Intel’s 14nm FinFETs and comparing them to TSMC. Unfortunately the author has zero semiconductor education or experience even though he writes with authority on all things semiconductor. He also has no shame in using outdated papers from conferences he did not even… Read More
It really is quite a racket. Investor bloggers spread semiconductor disinformation for $.01 per click, that coincidentally covers their stock positions, and I get paid $300 per hour to explain it to Wall Street. While I appreciate the opportunity to bond with the financial people, I do wonder how these bloggers sleep at night.… Read More
Synopsys just delivered second quarter 2012 results with improved revenue on a year-over-year basis. Unfortunately operating expenses are said to be out of control. I’m not a stock guy so for more financial information and analysis try the Motley Fool article HERE.
The interesting thing to note is that Synopsys still has a pile… Read More
If you follow the SemiWiki Twitter feed you may have noticed that The Motley Fool (Seth Jayson) did three more articles on TSMC financials. The first Foolish article was blogged on SemiWiki as “TSMC Financial Status and OIP Update”.
The next three Fool Hardy articles look at cash flow (the cash moving in and out of a business), accounts… Read More
Interesting notes from my most recent Taiwan trip: Taiwan unemployment is at a record low. Scooters once again fill the streets of Hsinchu! TSMC will be passing out record bonuses to a record amount of people. TSMC Fab expansions are ahead of schedule. The new Fab 15 in Taichung went up amazingly fast with equipment moving in later… Read More