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HSINCHU, Taiwan, R.O.C., Apr. 16, 2026 -- TSMC (TWSE: 2330, NYSE: TSM) today announced consolidated revenue of NT$1,134.10 billion, net...
Apr 16, 2026
HSINCHU, Taiwan, R.O.C., Apr. 16, 2026 -- TSMC (TWSE: 2330, NYSE: TSM) today announced consolidated revenue of NT$1,134.10 billion, net...
Apr 15, 2026
V
Here the transcript of the ASML-investor call.
They expect to ship some 60 in 2026 and some 80+ low-NA EUV tools in 2027. About the...
Apr 15, 2026
Here the transcript of the ASML-investor call.
They expect to ship some 60 in 2026 and some 80+ low-NA EUV tools in 2027. About the...
Apr 15, 2026
B
As long as the valuation go up , does it matter what the earnings say?
Apr 15, 2026
F
Lets compare what is happening vs exagerrated stories on Terafab.
Musk has committed to build a 25B factory in Texas with colocations...
Apr 15, 2026
F
200B is an interesting figure. Major advanced node development currently follows roughly a 3 year cadence, which implies annual spending...
Apr 15, 2026
F
Rapidus’ chances of existing long term and continuing R&D have improved a lot. In my view, many countries around the world, including US...
Apr 15, 2026
M
Lets compare what is happening vs exagerrated stories on Terafab.
Musk has committed to build a 25B factory in Texas with colocations...
Apr 15, 2026
B
Is this for new facilities or to replace outgoing equipment?
If replacement , where is the older equipment going?
Apr 15, 2026
Some adjustments to consider for your model:
- Space Data Center is 0 until ~ 2029 or 2030
+ However, AI6 (2028) should start going...
Apr 15, 2026
Jensen Huang, Lisa Su, and others are very good at playing by the rules that are given them. And yes they bend rules a bit so maybe we...
Apr 15, 2026
Tan is copying Musk's homework, remember Musk's "funding secured!"
Apr 15, 2026
Agree with your comments in general; and you're right, Intel is not in a position of strength right now.
Without TeraFab, Intel gets...
Apr 15, 2026
No matter what form the Intel–SpaceX–Tesla collaboration ultimately takes, it comes down to two things: control and business model...
Apr 15, 2026
Daniel Nenni posted the thread TSMC Q1 2026 Revenue Increased 40.6% Year-Over-Year!!!!! in SemiWiki Main Forum ( Ask the Experts! ).HSINCHU, Taiwan, R.O.C., Apr. 16, 2026 -- TSMC (TWSE: 2330, NYSE: TSM) today announced consolidated revenue of NT$1,134.10 billion, net...
hist78 reacted to user nl's post in the thread TSMC Q1 2026 Revenue Increased 40.6% Year-Over-Year!!!!! with
Like.
HSINCHU, Taiwan, R.O.C., Apr. 16, 2026 -- TSMC (TWSE: 2330, NYSE: TSM) today announced consolidated revenue of NT$1,134.10 billion, net...
user nl replied to the thread ASML lifts 2026 forecast as surging AI chip demand boosts new orders.Here the transcript of the ASML-investor call. They expect to ship some 60 in 2026 and some 80+ low-NA EUV tools in 2027. About the...
Haha.
Lets compare what is happening vs exagerrated stories on Terafab. Musk has committed to build a 25B factory in Texas with colocations...
Xebec replied to the thread "Intel is proud to join the Terafab project with @SpaceX, @xAI, and @Tesla to help refactor silicon fab technology".Some adjustments to consider for your model: - Space Data Center is 0 until ~ 2029 or 2030 + However, AI6 (2028) should start going...