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Woodcliff Lake, New Jersey — October 17, 2025
Breaking new ground in cancer research at the Heidelberg Ion Beam Therapy Center...
Oct 17, 2025
S
Leading edge nodes have always diluted coporate average margins. My understanding is that this is largely due to a relatively higher...
Oct 17, 2025
A
Erez TsurErez Tsur LinkedIn
Years ago, when Lip-Bu Tan took the CEO role at Cadence, I was there. The company was broken — morale low...
Oct 17, 2025
S
I guess they shot themselves in the foot again.
https://www.wsj.com/business/autos/nexperia-auto-industry-chip-shortage-02f92559
Oct 17, 2025
F
It seems like on its key leading edge fronts, margins are being diluted:
Okay. Sunny, yes, it’s too early to talk about 2026. But you...
Oct 16, 2025
T
Some interesting points from the earnings call:
1. TSMC is acquiring a second parcel of land in Phoenix, Arizona to support its...
Oct 16, 2025
T
AI Transcript:
Jeff Su, Director of Investor Relations, TSMC: Good afternoon, everyone, and welcome to TSMC’s Third Quarter twenty...
Oct 16, 2025
T
In DC as well it will directly impact their revenue as well as Intel's revenue.
Oct 16, 2025
T
Also something to note LBT is against selling the foundry and foundry is the reason Intel is maintaining it's share. Also i hope he...
Oct 16, 2025
S
Some interesting points from the earnings call:
1. TSMC is acquiring a second parcel of land in Phoenix, Arizona to support its...
Oct 16, 2025
S
In DC as well it will directly impact their revenue as well as Intel's revenue.
Oct 16, 2025
S
Some interesting points from the earnings call:
1. TSMC is acquiring a second parcel of land in Phoenix, Arizona to support its...
Oct 16, 2025
Some interesting points from the earnings call:
1. TSMC is acquiring a second parcel of land in Phoenix, Arizona to support its...
Oct 16, 2025
Now let’s begin the Q and A session. Operator, can we please proceed with the first caller on the line? Thank you.
Wendell Huang...
Oct 16, 2025