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T
Daniel, good points. But I was hoping that regrets don't continue in heaven - Paul
left us in 2017.
Jul 25, 2025
T
Y.H, this analyst (Jeff Pu, who has an OK track record on Mac Rumors - he's in Hong Kong) believes that Apple is engaging with
Intel on...
Jul 25, 2025
T
Qualcomm would be a good partner, they have an excellent foundry team. Lip-Bu knows Apple from his Cadence days. Apple would be the best...
Jul 25, 2025
T
China hired ASMLs former head of technology and have been aggressively been poaching people from ASML. They had some breakthroughs...
Jul 25, 2025
T
TSMC won’t have a monopoly for very long. China will figure out EUV in the next 3-5 years and catch up.
Jul 25, 2025
T
Worst case is 14A abandoned milk 18A+++ mix and match using advanced packing.
Jul 25, 2025
T
Let's not forget TSMC is already demonstrating monopoly behaviors here. "If you go outside TSMC you're no longer in our inner circle"...
Jul 25, 2025
T
On July 23, Tesla held their Q2 earnings conference. The conferece included two interesting semiconductor related tidbits:
- The AI5...
Jul 25, 2025
T
Yeah, I feel like this is the kiss of death for Intel.
If I'm a customer looking at who I want to fab my chips, why would I spend a...
Jul 25, 2025
T
Yes, that's right
There are geographical reasons why TSMC is expanding internationally, except for geopolitics...
Power supply and...
Jul 25, 2025
T
You need lots of land, power, water and skilled labor for a leading edge fab
Jul 25, 2025
T
Actually Singapore is a good choice. Their partner, UMC, has a fab there. Intel has packaging facilities in msia. Singapore has low tax...
Jul 25, 2025
T
Could the TSMC AZ wafers be cheaper than Taiwan wafers with Tariffs? Go TSMC AZ!
Jul 25, 2025
A
Yeah, I feel like this is the kiss of death for Intel.
If I'm a customer looking at who I want to fab my chips, why would I spend a...
Jul 25, 2025
M
Could the TSMC AZ wafers be cheaper than Taiwan wafers with Tariffs? Go TSMC AZ!
Jul 25, 2025
Sad.
Daniel, good points. But I was hoping that regrets don't continue in heaven - Paul left us in 2017.