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OK here some more details from the CounterPoint research report of end Jan 2026 about that ASIC market growth...
Feb 2, 2026
Agreed, well worth an IPO. Elon Musk will be a trillionaire? He owns 40%+ of the shares and controls 80% of the voting rights. Amazing...
Feb 2, 2026
This $8 billion profit figure represents EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization). Net profit margin is...
Feb 2, 2026
S
This article, as are so many on Yahoo News, is poorly written. Just for starters, chips are fabricated, not forged. :ROFLMAO: Also...
Feb 2, 2026
M
So we don't need Intel, and the US doesn't need semiconductor sovereignty.
All we need is TSMC's US factory.
Feb 2, 2026
L
If you mean that TSMC can demand big margins for their bleeding-edge process because there's no competition, then that's true as their...
Feb 2, 2026
SpaceX's most recent financials, which have not been previously reported, led some banks to estimate that the company could raise more...
Feb 2, 2026
This article, as are so many on Yahoo News, is poorly written. Just for starters, chips are fabricated, not forged. :ROFLMAO: Also...
Feb 2, 2026
Perhaps TSMC got inspired by NVIDIA's gross margins during 2023-2025 and that their CEO stated in public that he thought that TSMC could...
Feb 2, 2026
K
agreed
oof
Intel doesn't have a horde of EUV Machines like TSMC has as for cost savings only time will tell
Feb 2, 2026
K
If you mean that TSMC can demand big margins for their bleeding-edge process because there's no competition, then that's true as their...
Feb 2, 2026
K
I think this has to do with competition as well there is no options for TSMC for fabless except for maybe Intel Products
Intel being a...
Feb 2, 2026
K
Process progress used to be very fast in the days of Dennard scaling when dimensions really did scale linearly with the headline node...
Feb 2, 2026
The AI chip race isn't just a one-horse sprint led by Nvidia.
As hyperscalers like Google, Meta, and Microsoft race to lower the...
Feb 2, 2026
This clearly proves my point
Feb 2, 2026
user nl replied to the thread Broadcom and TSMC to emerge as big winners in the custom AI chip boom.OK here some more details from the CounterPoint research report of end Jan 2026 about that ASIC market growth...
Daniel Nenni replied to the thread SpaceX generated about $8b in profit last year ahead of IPO: Sources.Agreed, well worth an IPO. Elon Musk will be a trillionaire? He owns 40%+ of the shares and controls 80% of the voting rights. Amazing...
hist78 replied to the thread SpaceX generated about $8b in profit last year ahead of IPO: Sources.This $8 billion profit figure represents EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization). Net profit margin is...
Haha.
This article, as are so many on Yahoo News, is poorly written. Just for starters, chips are fabricated, not forged. :ROFLMAO: Also...
Like.
So we don't need Intel, and the US doesn't need semiconductor sovereignty. All we need is TSMC's US factory.
Xebec reacted to user nl's post in the thread Running a foundry of Cash Cows and Little Fish: TSMC and the role of chiplets with
