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X
DZ mentioned during the earning. Asset under constructions is down from the previous stated $50B to high mid 30B. The number will...
Jul 25, 2025
L
People always think china once has EUV tool then they can catch up leading edge node.
Cmon, semiconductor is not only LITH or ETCH...
Jul 25, 2025
L
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
K
TSMC's gross margain is ~ 60%. and the operating margin was 49.6%.
This indicates that labor costs account for roughly 10%.
Assume...
Jul 25, 2025
K
Couldn't agree more.
What most people seem to miss in this conversation is that there is a distinct collection of skill sets required...
Jul 25, 2025
@DanX
I guess that you assume subtracting labor cost from gross profit will come out operating profit. This is probably incorrect...
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
A
I think this is going the way of DEC, or AMD more than IBM! Not enough volume and really doesn’t seem LBT has any attachment to...
Jul 25, 2025
Every company even the trillion dollar ones or superscalar have limited resources. Do you allocate people and money to enable sa...
Jul 25, 2025
A
intel IFS will not be split up, will go bankrupt
Let's hand over IFS assets and manufacturing equipment to TSMC
Jul 25, 2025
T
That recycled water is actually ultra pure and it meets semiconductor manufacturing standards.
Jul 25, 2025
T
That’s true. I’m sure the Singapore govt has that money. But they are sonewhat frugal and won’t spent 10 billion incentives unless there...
Jul 25, 2025
A
Not all companies treat BCP very seriously. I guess they can always argue TSMC has many fabs outside Taiwan. Monopoly pricing or...
Jul 25, 2025
T
I suppose the idea here is trying to not just bet on one name only
Jul 25, 2025
T
Qualcomm and broadcom are more likely external customers. And if I heard it correctly, LB mentioned "two customers".
Actually apple...
Jul 25, 2025
Haha.
TSMC won’t have a monopoly for very long. China will figure out EUV in the next 3-5 years and catch up.
hist78 replied to the thread Intel Reports Second-Quarter 2025 Financial Results.@DanX I guess that you assume subtracting labor cost from gross profit will come out operating profit. This is probably incorrect...
user nl reacted to BruceA's post in the thread Intel 10Q filing - We may cancel 14A if we do not win a large external customer with