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CC Wei: Thank you, Wendell. Good afternoon, everyone. First, let me start with our near-term demand outlook. We concluded our first...
Apr 17, 2026
K
Google may be edging toward Intel. And for the first time in years, that possibility is putting real pressure on one of TSMC’s most...
Apr 17, 2026
S
lol i would be happy on that day for sure.
Meteor lake shares foundry space with Granite Rapids/Panther Lake so makes sense.
as long...
Apr 17, 2026
S
just saw this link. This is part of the roadmap discussion (support for old sockets). I also heard meteor lake is down to trivial...
Apr 17, 2026
What is preventing ASML from generating higher margins? The entire stack of products doesn't exist without them at this point.
Apr 17, 2026
The 1990s in general were choppy -- some boom and bust cycles, though overall a boom. Memory was all over the place, pricing-wise in...
Apr 17, 2026
CC Wei: Thank you, Wendell. Good afternoon, everyone. First, let me start with our near-term demand outlook. We concluded our first...
Apr 17, 2026
I was at a Lockheed Martin all hands meeting in Texas when they said the same thing about how hard it was to get to space, and that...
Apr 17, 2026
C
Terafab is not even close :)....
Apr 17, 2026
M
I stand by my comment. Sanders is an avowed socialist who advocates socialism as a better economic system than capitalism, and writes...
Apr 16, 2026
M
Sanders is an idiot.
Apr 16, 2026
B
The day traders punting stocks couldnt care less whether a business is profitable or not.
If some online group say this stock is a go ...
Apr 16, 2026
B
Or their suppliers.
To whom are ASML gonna put the squeeze on to push margin.
This is where the Semicon ecosystem breakdown.
Apr 16, 2026
Nvidia and Jensen Huang may still raise concerns about pricing, terms, capacity, or relationship in private meetings with TSMC. They...
Apr 16, 2026
K
This one is interesting because it highlights the chip company as the data center operator as well (just like Google TPU). It's also...
Apr 16, 2026
hist78 reacted to Daniel Nenni's post in the thread TSMC Q1 2026 Revenue Increased 40.6% Year-Over-Year!!!!! with
Like.
CC Wei: Thank you, Wendell. Good afternoon, everyone. First, let me start with our near-term demand outlook. We concluded our first...
Daniel Nenni reacted to Xebec's post in the thread TSMC Q1 2026 Revenue Increased 40.6% Year-Over-Year!!!!! with
Xebec replied to the thread "Intel is proud to join the Terafab project with @SpaceX, @xAI, and @Tesla to help refactor silicon fab technology".I was at a Lockheed Martin all hands meeting in Texas when they said the same thing about how hard it was to get to space, and that...