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M
Yes, I can imagine CC Wei (and all of TSMC customers) would not appreciate it when Elon is messing around TSMCs Fabs in Arizona and...
Thursday at 11:51 AM
P
My pet apocalyptic scenario is some unfathomable aging mechanism in sub-2nm devices causes a massive chip casualty event that brings...
Thursday at 11:49 AM
M
Personally, I do not mind that Elon collaborates with Samsung in the future. Whatever comes out, Elon doesn't seem to mind burning cash...
Thursday at 11:47 AM
K
It does, at the speed of a lame snail. Most of 200mm production volume is legacy product which is not going to be redesigned for <130nm...
Thursday at 11:40 AM
K
Told ya. Margins will continue collapsing as legacy fabs get built the world over. Mostly in China, but there are also the TSMC fabs in...
Thursday at 11:39 AM
Single digit growth is good for a 2nd tier foundry. GF is running a single digit deficit in 2025 thus far. Go UMC!
Thursday at 11:31 AM
This is my point as to why we need to open technology trade with China. At least we will have some sense as to what they are doing. I...
Thursday at 11:27 AM
X
Two things: I think TSMC is getting more aggressive at the mature nodes and the unit sales for the semiconductor industry are slowing...
Thursday at 11:24 AM
X
Now imagine what will happen if the market for very expensive, very large, and very low volume chips will go away too.
Thursday at 11:24 AM
It became a Elon thread from Samsung thread.
🤣
Thursday at 11:02 AM
P
The laser is the same, but optics is different, and masks will have to be remade.
A point no one talks about is that you can't remake a...
Thursday at 10:49 AM
I'm not sure why he took the job, high preforming leaders are attracted to big challenges, but that doesn't always mean they are going...
Thursday at 10:40 AM
C
So a lot of people think Intel has an execution issue, and they do. But they also currently have the wrong strategy.
When Steve Jobs...
Thursday at 10:24 AM
X
FWIW, We have a preview of that with Arrow Lake and Lunar Lake.
Lunar Lake is relatively good, but Arrow Lake has been pretty...
Thursday at 10:17 AM
X
ShortSighted Decision are the reason for Intel's current position and i agree with Dan execpt for Pat's two big shortcomings he was a...
Thursday at 10:14 AM
Haha.
Yes, I can imagine CC Wei (and all of TSMC customers) would not appreciate it when Elon is messing around TSMCs Fabs in Arizona and...
Daniel Nenni replied to the thread UMC Reports Second Quarter 2025 Results.Single digit growth is good for a 2nd tier foundry. GF is running a single digit deficit in 2025 thus far. Go UMC!
user nl reacted to siliconbruh999's post in the thread Samsung to Produce Tesla Chips in $16.5 Billion Multiyear Deal with