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  1. V

    Intel Packaging in the U.S.

    What percentage of Intel’s packaging is done in the U.S.? I assume only a small percentage, with most of it occurring in Malaysia. Investors today seem to believe there are no tariffs risk on Intel. With the possibility of tariffs in the future, Intel and TSMC may build their packaging...
  2. V

    Morris Chang Interview

  3. V

    TSMC CFO: Edge AI is at its early stage, will take 1 to 2 years to develop

    C.C. Wei is transforming TSMC’s culture. This might be the first time I’ve seen TSMC’s CFO featured in an interview on American television.
  4. V

    Samsung Suffers Another Setback as Galaxy S25 Reportedly Features Micron’s LPDDR5 over Its Own

    https://www.trendforce.com/news/2025/01/03/news-samsungs-memory-business-suffers-another-setback-as-galaxy-s25-features-microns-lpddr5-over-its-own/ Unbelievable
  5. V

    In 2014, Masayoshi Son proposed to Jensen Huang the idea of acquiring all of NVIDIA.

    That's crazy!!
  6. V

    2009 GlobalFoundries vs 2026/2027 Spin-off Intel Foundry Services

    2009 GlobalFoundries vs 2026/2027 Spin-off Intel Foundry Services Which is more challenging to survive? I'd say IFS is more challenging because it is harder to secure customers for advanced nodes. In contrast, GlobalFoundries' mature nodes have an easier time attracting customers.
  7. V

    GPT-4o

    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 computing and demand very soon.
  8. V

    How Qualcomm Plans To Keep Growing, With Or Without Apple

    7:17 Will you make any Qualcomm chips at the new plants coming, the TSMC plant in Arizona for instance? Absolutely. We are already, if I'm not mistaken, we're already committed to around close to half of the capacity it's going to be for Qualcomm products. >>>>>>>>>>>>>>>>>> What did he...
  9. V

    Warren Buffett on TSMC: There's nobody in their league in the chip business

    What did Charlie said in the end? "My view is...Warren....comfortable if you want to"
  10. V

    Will AI demand stronger SoCs for smartphones?

    Right now phone SoC maybe too powerful to most softwares. In the future, will AI demands stronger SoC for smartphones? Some tasks maybe done in edge device like smartphone.
  11. V

    Intel change depreciation years to some equipment

    "Before turning to Q1 guidance, let me take a moment to discuss an accounting change that will impact our results beginning in the first quarter. Effective January 2023, we increased the estimated useful life of certain production machinery and equipment from five years to eight years. This...
  12. V

    NVIDIA Allegedly Eyeing Samsung’s 3nm Process Node for GeForce RTX 50 Series GPUs

    https://www.hardwaretimes.com/nvidia-allegedly-eyeing-samsungs-3nm-process-node-for-geforce-rtx-50-series-gpus/
  13. V

    Digitimes: Intel N3 order to TSMC delay one year

    Because Intel platform delay. Any know what platform or product is it?
  14. V

    Intel meteor lake tile

    Some rumor said Intel have trouble mass production meteor lake tile so TSMC will do the CPU tile too. Is it possible that Intel is preparing 2 version CPU tile. One version CPU tile made by TSMC and the other made by Intel? So Intel can compare and cost and performance for more internal...
  15. V

    US Gov’t Halts Exports of NVIDIA & AMD Server GPUs Including H100, A100, MI250 To China & Russia

    I'm a bit surprised only $400M revenue. https://wccftech.com/us-govt-halts-exports-of-nvidia-amd-server-gpus-including-h100-a100-mi250-to-china-russia/ https://www.nytimes.com/2022/08/31/technology/gpu-chips-china-russia.html
  16. V

    Is it true that Intel has the best packaging technology?

    Pat Gelsinger had said that so many times. Is it legit? “With that, you may say, ‘I’m getting two of the chiplets from Intel, I’m getting one of the chiplets coming from a TSMC factory,” Gelsinger said. “Maybe the power supply components are coming from TI, maybe there’s an I/O component coming...
  17. V

    Intel 14th Gen Meteor Lake Rumored To Drop TSMC 3nm Node For tGPU, Might Be Used in 15th Gen Arrow Lake CPUs

    https://wccftech.com/intel-14th-gen-meteor-lake-to-drop-tsmc-3nm-node-for-tgpu-used-in-14th-gen-arrow-lake-rumor/ How do we tell it's Intel's design problem or TSMC N3 problem? If it's Intel's problem, Pat should be liable to investors since he just said "Meteor Lake looking good. At this...
  18. V

    Does IC design houses contribute significant IP or advise for advanced packaging?

    Does TSMC have some edge for advanced packaging development over Intel and Samsung because TSMC's customers such as AMD and Apple work with TSMC for advanced packaging?
  19. V

    TSMC chairman Mark Liu describes how the world’s largest chipmaker is reimagining the semiconductor industry

    https://fortune.com/2022/06/08/tsmc-semiconductors-5g-artificial-intelligence-high-performance-computing-mark-liu/
  20. V

    Intel shareholders rejected the company’s executive pay program—putting the CEO’s promised $180 million pay package on the line

    https://www.cnbc.com/2022/05/16/intel-shareholders-reject-executive-pay.html
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