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S
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
S
Daniel, good points. But I was hoping that regrets don't continue in heaven - Paul
left us in 2017.
Jul 25, 2025
S
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
S
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
S
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
S
@DanX
I guess that you assume subtracting labor cost from gross profit will come out operating profit. This is probably incorrect...
Jul 25, 2025
S
UMC stuck at 28nm for almost 10 yrs now.
Don't bet on UMC.
Jul 25, 2025
V
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
V
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
B
GF open a sister FAB7 site at a cost of $5Bn SGD.
Dunno how much the Singapore Govt Chip in.
10Bn is an absolute no-no in the current...
Jul 25, 2025
B
Use it to top up the reservoirs also 😁😁😁
Jul 25, 2025
B
Who told you that?
They do down to 14nm for some product type , the Singapore FAB I think do 22nm at best at the minute.
As a supplier...
Jul 25, 2025
J
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
Like.
People always think china once has EUV tool then they can catch up leading edge node. Cmon, semiconductor is not only LITH or ETCH...