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Mooredaddy's latest activity
M
Dan’s the man!! How’s first gen GAA yielding on N2? PDK coming along nicely? Density still as anemic as first reported?
Apr 24, 2024
M
I heard everything, and then some! What do you want to know?
Apr 24, 2024
M
Hey Dan, what did you hear about N2?
Apr 24, 2024
M
I was pretty shocked and disappointed by this. I know TSMC harps on “pricing strategically” but it really feels like they aren’t...
Apr 22, 2024
M
Intel seems to be positioning this to make it seem like having High NA EUV is going to catapult them to the front of tech leadership...
Apr 18, 2024
M
it's so infuriating. TSM trades like a vastly inferior company for no reason. It gets kneecapped on the way up and down. I really cannot...
Apr 18, 2024
M
Stock is down 6%. I've never seen a stock for such a good company trade as irrationally as TSM does. It really makes no sense
Apr 18, 2024
M
Exactly. The economics of being leading edge don’t make sense unless you are producing a sh*t ton of wafers. Besides, how are you ever...
Apr 17, 2024
M
No matter how many dies will be produced, the cost of mask set ( ~$20M) needs to be paid for the first try which might not work and need...
Apr 17, 2024
M
Applied will be just fine. Likely just a public pressure campaign to try and get some money
Apr 17, 2024
M
According to the comments from the Rapidus founder, it needs US$54 billion to start 2nm manufacturing. The investment, scale...
Apr 16, 2024
M
Oh thats very interesting. I wonder if Taiwan would have blocked
Apr 16, 2024
M
This was my immediate reaction. Its like the complete opposite of the TSMC model (economies of scale and massive data to scale yield)...
Apr 15, 2024
M
Someone with zero industry expertise writing anti TSMC articles, while running ads for Intel grants is quite fascinating. Make you think….
Apr 11, 2024
M
"Shannon, writes, edits and produces Semiconductor Digest’s news articles, email newsletters, blogs, webcasts, and social media posts...
Apr 11, 2024