111–120 of 501 posts
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I hate this writing as well. Is not about technology and finance? The reporter writes as if it is a novel.
The sheer number of em dashes in the text suggest to me that the reporter didn't write anything, ChatGPT did.
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They are 100% going to force the issue. It will likely be a naval plus air blockade to force a political solution to avoid the messiness of an invasion, but time is on China's side there.
Is time on their side? Long term: demographics are worsening for China relative to now or 5 years ago. Short term: China doesn’t yet have viable homegrown replacements for ASML, TSMC, etc. Really short term: China blockading Taiwan and suffering the economic fallout would be much more painful than US blockading Cuba/Venezuela/etc. A decisive kinetic action or a very soft political action, rather than a blockade seems…
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Not that I've heard. I searched and I see nothing. Where has Intel said they are winding down chip fabrication?
I'm thinking back to over the summer, they were reducing their work force and changing the previous CEO's direction. https://www.manufacturingdive.com/news/intel-layoffs-25-perc...
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> I would think that if they were serious they would commit to cofinancing new foundries or signing long term minimum purchasing agreements. That would ruin TSMC and others' independence. Nvidia already did buy Intel shares so it is a thing. Nvidia did discuss with TSMC for more capacity many times. It's not about financing or minimum purchasing agreements. TSMC played along during COVID and got hit.
How do you figure? Demand for electronics skyrocketed when everyone working from home bought new laptops webcams, tablets. There was a fire on a TSMC manufacturing line that caused a shortage early on but capacity recovered, demand stayed strong throughout and there was a massive spike at the end when car manufacturers needed to ramp back up to handle all the paused orders. As far as I know there was never a demand d…
Which barely impacts TSMC. Most of their revenue and focus is on the advanced nodes - not the mature 1s.
> As far as I know there was never a demand dip at any point in there.
When did I imply there was a demand dip? I said they built out too much capacity.
I dislike this dramatization in reporting of mundane facts. So report the facts but sentences like "What Wei probably didn’t tell Cook is that Apple may no longer be his largest client" make it personal, they make you take sides, feel sorry for somebody, feel schadenfreude... (as you can observe in the comments)
This article repeatedly cites revenue growth numbers as an indicator of Nvidia and Apple’s relative health, which is a very particular way of looking at things. By way of another one, Apple had $416Bn in revenue, which was a 6% increase from the prior year, or about $25Bn, or about all of Nvidia’s revenue in 2023. Apple’s had slow growth in the last 4 years following a big bump during the early pandemic; their 5 year…
The giant conglomerates in Asia seem more able to do it.
Google has somewhat tried but then famously kills most everything even things that could be successful if smaller businesses.
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I hate this writing as well. Is not about technology and finance? The reporter writes as if it is a novel.
The sheer number of em dashes in the text suggest to me that the reporter didn't write anything, ChatGPT did.
I find that my cell phone which is 4 generations old and my desktop computer which is 2 generations old are totally adequate for everything I need to do, and I do not need faster processing
Data is saying demand >>>>> supply.
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Not that I've heard. I searched and I see nothing. Where has Intel said they are winding down chip fabrication?
I'm thinking back to over the summer, they were reducing their work force and changing the previous CEO's direction. https://www.manufacturingdive.com/news/intel-layoffs-25-perc...