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V
How come SMIC said they are not going to make AI and AP chips?
I thought SMIC make AP for Huawei phone.
Yesterday at 3:27 PM
V
VCT reacted to
soAsian's post in the thread
GPT-4o with
Like .
TSMC's Smartphone business might be in decline, but its HPC business is going to shoot up
Tuesday at 12:24 PM
V
Not GPT-5 yet but GPT-4 new version is already a lot better.
Low latency will increase 100X use of audio chat can boost semiconductor...
Monday at 10:59 AM
V
During one of the quarterly earnings conference calls, TSMC CFO Wendell Huang was asked by an analysist if TSMC ever considered...
Monday at 10:06 AM
V
Every financial deal that you can not figure out it's fair or not within 1min. I guarantee it's in favor of financial institution.
Monday at 9:43 AM
V
"But Altman says there’s a chance we won’t necessarily need a device at all. “
iPhone Air.
In the air. Invisible.
May 7, 2024
V
I have two minds on this. Assuming you cut out all of the logic and memory IDMs, my understanding TSMC is the largest 2.5/3D packaging...
May 6, 2024
V
TSMC will just say no.
May 6, 2024
V
I'm going to argue that a toxic work environment is subjective. And that is a key part of the problem here. What is being reported as...
Apr 29, 2024
V
Y.J. did a great job today at the Symposium. This was very fluffy but I get his point about DTCO, it is something TSMC can do since they...
Apr 24, 2024
V
I understand they have to pricing 12-24 month before delivery. But can we expect TSMC have the right for price adjustment after 1 year...
Apr 24, 2024
V
every big company has some "stories", no big deal.
Apr 24, 2024
V
Not at all. He's simply arguing for not single-sourcing information. The opposite of naive. We simply can't know what biases this...
Apr 24, 2024
V
I would say exaggerated. Did you know that TSMCs utilization at advanced fabs are currently at 70%? So what is the hurry in AZ...
Apr 24, 2024