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I
People always talk about and compare the PPA (Power, Performance, and Area) in the semiconductor industry. In reality, it should be...
Thursday at 2:26 AM
S
It's a bit ironic considering reason for TSMC existence is the strong support of the government in early years and even now they get...
Thursday at 2:13 AM
I agree with you that the foundry market needs more competition. But does that automatically mean there is enough demand for a company...
Thursday at 12:17 AM
F
Intel was like that. I agreed with the concept in principle, but as usual in big companies the implementation often produced the wrong...
Wednesday at 11:54 PM
F
seems very similar to what intel has been doing, cutting middle management, reduce level of hierarchy, enabling faster decision, at...
Wednesday at 11:52 PM
Yes, Gemini can sometimes "reason" correctly but give wrong details. But it seems it has quite advanced "knowledge" about lots of stuff...
Wednesday at 11:34 PM
Yes, you’re right. Thank you. The Investment Tax Credit was increased from 25% to 35% by the One Big Beautiful Bill Act. But this also...
Wednesday at 11:10 PM
Samsung Foundry is behind TSMC, trying to catch/mimic TSMC as much as possible but yield is still low
Intel 5N4Y = Intel 7, Intel 4/3...
Wednesday at 10:59 PM
Yes, you’re right. Thank you. The Investment Tax Credit was increased from 25% to 35% by the One Big Beautiful Bill Act. But this also...
Wednesday at 10:39 PM
F
The Tongluo fab is not DRAM: https://evertiq.com/news/55663
PSMC started construction of the USD 9.72 billion fab in 2021 in order to...
Wednesday at 10:37 PM
I'm no ITC tax lawyer specialist but it seems this 35% change was part of the OneBigBBillAct signed by Trump in July 2025...
Wednesday at 10:24 PM
I'm no ITC tax lawyer specialist but it seems this 35% change was part of the OneBigBBillAct signed by Trump in July 2025...
Wednesday at 9:45 PM
I'm no ITC tax lawyer specialist but it seems this 35% change was part of the OneBigBBillAct signed by Trump in July 2025...
Wednesday at 9:43 PM
Au contraire, I think the NOT TSMC market will be bigger than ever. I credit Lip-Bu Tan. People trust him, he can do big deals, the man...
Wednesday at 9:41 PM
M
Like boy scouts, being prepared is one thing, but whether you actually have the resources is another thing entirely. No amount of...
Wednesday at 9:36 PM
Like.
People always talk about and compare the PPA (Power, Performance, and Area) in the semiconductor industry. In reality, it should be...
hist78 replied to the thread Pumping the oil of the 21st century: TSMC versus INTEL.I agree with you that the foundry market needs more competition. But does that automatically mean there is enough demand for a company...
user nl replied to the thread Pumping the oil of the 21st century: TSMC versus INTEL.Yes, Gemini can sometimes "reason" correctly but give wrong details. But it seems it has quite advanced "knowledge" about lots of stuff...
t2msemi2018 reacted to NY_Sam2's post in the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030 with
Daniel Nenni reacted to user nl's post in the thread Pumping the oil of the 21st century: TSMC versus INTEL with
Haha.
Like boy scouts, being prepared is one thing, but whether you actually have the resources is another thing entirely. No amount of...