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  1. C

    A $65 Billion Unprofitable Monopoly

    Good Evening from Taipei, This year’s two biggest tech stories will set the tone for 2025. The first is the continued rise of generative AI, and the escalating costs & challenges of building and delivering those models. The second is the struggles and doubts about the future of America’s...
  2. C

    Exclusive: Intel's CEO-shortlist candidates include former board member Lip-Bu Tan, sources say

    former tsmc veteran and current SMIC CEO Mong-Song Liang should be a good fit.
  3. C

    Sketchy Report Suggests That Intel Plans To Offload Its Sub-3nm Processes On TSMC, And An Industry Analyst Contends That It’s All Downhill From Here

    https://www.theregister.com/2024/09/06/intel_foundry_in_jeopardy/
  4. C

    TSMC’s Arizona Trials Put Plant Productivity on Par with Taiwan

    you can trust tsmc yield ramp capability, as most (if not all) of its customers do!
  5. C

    TSMC’s Arizona Trials Put Plant Productivity on Par with Taiwan

    tsmc Arizona's wafer yield rate not an issue, but wafer pricing does!
  6. C

    Intel Manufacturing Business Suffers Setback as Broadcom 18A Tests Disappoint

    Or we can say it is simply the user experiences. no matter how great you think Intel 18A may be, it is just that the user (Brodcom) who gives it a try feels disappointed, as compared with the service/ product another foundry tsmc can provide
  7. C

    Intel Challenges ongoing, director Lip-Bu Tan leaving, who could turn Intel around

    Lisa Su, AMD (M. Cap 245B) could acquire Intel (86B) & the merged company will make America Great Again !
  8. C

    Intel reducing staff by 15% and dividend suspended

    a good chance for tsmc AZ to absorb some of the Intel talents and expedite their AZ Fab expansion !!
  9. C

    What would you do if you are the CEO of Intel?

    Go fabless !
  10. C

    TSMC statement on next-generation EUV

    so, Intel's late EUV adoption was a bad decision, now their early High-NA EUV adoption maybe another one ?!
  11. C

    TSMC statement on next-generation EUV

    if people are already discussing about DUV SAQP feasibility for N5 patterning, then why High-NA EUV is a must for A14 (even A10) ?
  12. C

    President Wei Zhejia (CC Wei) shows confidence: "There is no way to compete with TSMC"

    https://www.investorschronicle.co.uk/news/2024/03/05/what-tsmc-s-new-plant-tells-us-about-intel-and-the-us-s-ambitions/
  13. C

    Intel's road back to the top, how are they able to achieve it?

    From the benchmark, tsmc-3E is denser than intel-18A.....
  14. C

    Who is the Intel 18A Large Customer Prepay?

    Intel..., like how AMD pre-paid G.F.
  15. C

    The German Chip Sector’s Next Challenge: Labor

    https://www.phonearena.com/news/tsmc-sending-500-experienced-taiwan-workers-to-us_id148565
  16. C

    Can semiconductor manufacturing return to the US? Interview with Dr. Morris Chang - by Brookings Institution

    About the same age as Warren Buffett
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