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tonyget's latest activity
T
Huawei make chips at their own fabs,SMIC only provides technical supports. I thought that is a common knowledge by now
Today at 3:31 AM
T
Exactly, many Americans don't understand that,having trade deficit is not a bad thing. When the US imports goods from other...
Today at 12:29 AM
T
I'm not sure the current US protectionist policy will have any positive outcome. Remember that high tariff is a burden on the people,it...
Yesterday at 12:37 AM
T
The reality is drop in market share will drag Apple stock price down
Yesterday at 12:05 AM
T
It's just a standard bureaucratic rethoric, meaningless
May 8, 2024
T
That seems a marketing strategy to me
May 3, 2024
T
Huawei starts to sell Pura 70 in oversea market now. Which indicates that they have sufficient 7nm production capacity now.
May 3, 2024
T
I want to know where the memory from, still SK Hynix/Samsung or CXMT/YMTC
Apr 28, 2024
T
Techinsights kirin9010 report is available now, anyone have access to this report?...
Apr 24, 2024
T
High-NA EUV could very well be a bad decision. There is no High-NA EUV print data. But we have enough information from existing EUV to...
Apr 12, 2024
T
Correction: Nexchip is not Powerchip subsidiary, Powerchip is merely a minor shareholder of Nexchip,the principal shareholder is local...
Apr 11, 2024
T
In response to news that the Biden administration has directed $6.6 billion in subsidies to Taiwan Semiconductor Manufacturing Co’s...
Apr 11, 2024
T
As you can see from this news. Huawei GPU is in woefully short supply in China,and Nvidia is not in competition with Huawei in Chinese...
Mar 31, 2024
T
Yield has it's maximum. When TSMC's 5nm reaches 99% yield, it has no room to improve anymore. They can only seat and watch others...
Mar 30, 2024
T
Unfortunately everybody is dragged into this semiconductor subsidy race now,with government all over the global giving out more and more...
Mar 30, 2024