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S
TSMC gross margins have gone from 48% to 58% over the past decade. What do you think they are going to go to when there is no...
Jul 27, 2025
S
I found this to be partly driven by politics.
Jul 27, 2025
S
As of the end of 2024, Intel had already spent $3.7 billion on constructing new fabs in New Albany, Ohio. I’ve always felt this decision...
Jul 27, 2025
S
Consider it canceled then. No sane customer will drop TSMC in favor of Intel. Definitely not my company.
Jul 27, 2025
S
don't worry they will realize it too late and are gonna pay the price also they need to support micron as well along with TI gotta have...
Jul 27, 2025
S
I agree with this in principle, but consider that fab scaling is slowing down significantly. A new "full node benefit" is 15% Perf per...
Jul 27, 2025
S
Not in my opinion. TSMC process development is still entirely in Taiwan. Worrying just about fabs is very roughly like worrying about...
Jul 27, 2025
S
It's a subtle warning to US Government as well.
Jul 27, 2025
V
Still do not understand the "obsession" of some people with "second foundry sourcing" in USA. INTEL for some time during the 2010-2020...
Jul 27, 2025
F
As I've been informed...
Jul 27, 2025
The USA does not control the so-called rare-earth minerals. When China "squeezes DT's balls", like they did for a couple of months, DT...
Jul 27, 2025
Perhaps you would like to explain?
Jul 27, 2025
Consider it canceled then. No sane customer will drop TSMC in favor of Intel. Definitely not my company.
Jul 27, 2025
X
As much as anyone here, I suspect, you know the answers to this question. I think the answer is complicated. For TSMC as it exists...
Jul 27, 2025
X
TSMC gross margins have gone from 48% to 58% over the past decade. What do you think they are going to go to when there is no...
Jul 27, 2025
Like.
TSMC gross margins have gone from 48% to 58% over the past decade. What do you think they are going to go to when there is no...
user nl replied to the thread Intel Reports Second-Quarter 2025 Financial Results.The USA does not control the so-called rare-earth minerals. When China "squeezes DT's balls", like they did for a couple of months, DT...
Daniel Nenni reacted to meo9725's post in the thread Intel 10Q filing - We may cancel 14A if we do not win a large external customer with