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E
TSMC's gross margain is ~ 60%. and the operating margin was 49.6%.
This indicates that labor costs account for roughly 10%.
Assume...
Jul 26, 2025
are u kidding me ?
No way you can compete with others in AI and mobile chips with 14/7 nm.
"I choose to smuggle at double the price."
Jul 26, 2025
It is 75% instead of 60% because a lot of Chinese fabless semiconductor players are not allowed to fab at TSMC anymore. Like Huawei or...
Jul 26, 2025
S
Everything I've seen from LBT resembles revenge more than a plan for success.
Jul 26, 2025
Samsung Electronics is reportedly pushing back the mass production of its next-gen high-bandwidth memory (HBM) chips to 2026, signaling...
Jul 26, 2025
X
HBM4 volume will not kick in until at least this time next year and won't fully ramp until 2027, so Samsung have time.
That said they...
Jul 26, 2025
F
HBM4 volume will not kick in until at least this time next year and won't fully ramp until 2027, so Samsung have time.
That said they...
Jul 26, 2025
I
HBM4 volume will not kick in until at least this time next year and won't fully ramp until 2027, so Samsung have time.
That said they...
Jul 26, 2025
T
DZ mentioned during the earning. Asset under constructions is down from the previous stated $50B to high mid 30B. The number will...
Jul 26, 2025
T
22 nm and 28 nm are considered the same process node.
UMC tried 14nm so many times.
Jul 26, 2025
T
Yes, I did not include depreciation , but I do regard R&D as part of labor.
I stand by my point. I’m just doing a rough estimate.
IFS...
Jul 26, 2025
T
I think he knows what he is doing. Based on his comments on AI during the call, he understands it (but he did not explain his ideas...
Jul 26, 2025
T
This quote was interesting, (article dated May 13:)
"It's a fair assessment that Lip-Bu isn't thinking about massive changes," Zinsner...
Jul 26, 2025
Like.
TSMC's gross margain is ~ 60%. and the operating margin was 49.6%. This indicates that labor costs account for roughly 10%. Assume...
Daniel Nenni reacted to DanX's post in the thread CCP (Global Times): TSMC Arizona Lost $441MM USD in 2024 with