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C
We are witnessing the end of globalization in real time.
Tuesday at 8:13 AM
C
TSMCs gross margins are above 50% and labor costs are dwarfed by equipment cost.
Achieving high yield and equipment utilization will be...
May 2, 2024
C
For electric trucks, I think eventually you'll have greater movement towards them as batteries improve and prices continue to decline...
May 1, 2024
C
Are you sure it won't happen?
Just as the West is trying to decouple it's supply chain from China, China is trying to decouple itself...
Apr 26, 2024
C
They are similar enough. Here is how high tech manufacturing works, regardless of if it is fabs or batteries or medical devices:
The...
Apr 26, 2024
C
Yes, I have been a manager in US factories. I currently am consulting to battery factories being built in the US and Asia.
Apr 24, 2024
C
I agree, manufacturing requires a certain culture, where people need to put aside their individual identities and embrace work...
Apr 24, 2024
C
My mistake, the press release I looked at where 10,000 was cited was from Intel's 2023 layoff round. Seems like the layoffs at Intel...
Apr 10, 2024
C
If NVidia was thinking about using IFS before, they are likely rethinking it now.
Intel seems to take frequent pot shots at companies...
Apr 9, 2024
C
Even Intel's chances of success are slim, it would be very stupid for Nvidia to place their order with IFS.
Apr 9, 2024
C
count replied to the thread
TSMC AZ Update .
Personally I think Moores law is slowing down - even for TSMC - so the life of nodes will extend a bit. It also makes sense for TSMC to...
Apr 9, 2024
C
count replied to the thread
TSMC AZ Update .
As Daniel said, TMSC does not build fabs on spec. If they are planning to build an N2 fab in AZ, that means they have customer...
Apr 9, 2024
C
Marketing is critical, but I think Intel probably was too heavy in this department.
Apr 8, 2024
C
Would a diamond nanomembrane not just be graphene?
Mar 5, 2024
C
Interestingly the oil and gas industry seemed to finally this lesson. This is how they were able to successfully scale up...
Feb 29, 2024