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S
Honestly Products have more freedom nowadays in terms of choosing foundry and stuff and them not performing vs external is also a big...
Apr 16, 2026
S
As long as the valuation go up , does it matter what the earnings say?
Apr 16, 2026
In B2B these quasi monopolies of NVIDIA, TSMC and ASML, especially now with them controlling the production capacity of the 21st Century...
Apr 16, 2026
Because of its quasi-monopoly (or "natural monopoly") status before the 1984 breakup, AT&T used its long-distance operations to...
Apr 16, 2026
JH during the last year orso publicly said that because of the high value of TSMC's wafers, they should increase their ASPs !!
Remember...
Apr 16, 2026
JH during the last year orso publicly said that because of the high value of TSMC's wafers, they should increase their ASPs !!
Remember...
Apr 16, 2026
Nvidia does not complain about wafer prices anymore either. Times sure have changed.
Apr 16, 2026
CC Wei uses the jargon "our wafer prices are value based", since some quarters in their investor calls. That is the same language that...
Apr 16, 2026
CC Wei uses the jargon "our wafer prices are value based", since some quarters in their investor calls. That is the same language that...
Apr 16, 2026
ASML expects to nearly double EUV production in 2027, while bracing for new limits on exports of chipmaking machines to China. Of last...
Apr 16, 2026
E
It's all very well to assume that Elon Musk is a genius and that this somehow gives him the right to open his mouth without much thought...
Apr 16, 2026
You can't get 66% margins at mature nodes. This really is an amazing thing CC Wei and his crew are doing. Talk about disruptive!?!?!?!?
Apr 16, 2026
B
At least they leaving some scraps on the mature tech table for now 🤣🤣🤣🤣
Apr 16, 2026
Haha.
As long as the valuation go up , does it matter what the earnings say?
user nl replied to the thread TSMC Q1 2026 Revenue Increased 40.6% Year-Over-Year!!!!!.In B2B these quasi monopolies of NVIDIA, TSMC and ASML, especially now with them controlling the production capacity of the 21st Century...
Daniel Nenni reacted to user nl's post in the thread TSMC Q1 2026 Revenue Increased 40.6% Year-Over-Year!!!!! with
Like.
It's all very well to assume that Elon Musk is a genius and that this somehow gives him the right to open his mouth without much thought...
