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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...
Monday at 11:36 AM
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
V
I think it's because those are the first 3nm orders from most of the customers so the price will be honored.
I guess 2nd or 3rd 3nm...
Apr 22, 2024
V
Not surprise to me. I would say this could depend on the business situation. There are very few customers can afford 3nm technology and...
Apr 22, 2024
V
C.C Wei said
"we set the pricing of N3 very early, several years ahead of production. However, we experienced a lot of cost inflation...
Apr 22, 2024
V
https://www.thedefensepost.com/2024/04/19/anduril-australia-ghost-shark/
Also this one.
Apr 19, 2024
V
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
V
Or Globalfoundries just needs to hire Liang Mong-song from SMIC. With a proper compensation package, it should work.
Apr 16, 2024
V
An overview of last quarters result
CLAUS AASHOLM
APR 16, 2024
The state of the semiconductor foundry market is key to understanding...
Apr 16, 2024
V
A public policy professor has no idea how difficult it is to run a foundry. He should consult with Nvidia, AMD, and Qualcomm executives...
Apr 11, 2024