サムスンの歩留まり問題 #samsung #tsmc
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Musk says #TSMC ($TSM) won't run #Terafab as #Intel ($INTC) reaffirms its role

If history and its ramifications on #geopolitics today is your thing, here a great presentation on #Taiwan, #China and #TSMC 👇

Discover the upcoming TSMC wafer price hike for 2027. Rising costs and surging demand for 2-nanometer technology prompt clients to explore Samsung alternatives.

#TSMC #Semiconductors #SamsungFoundry #TechNews #ChipManufacturing

Elon Musk confirms Terafab negotiations with TSMC, signaling a massive Texas expansion for AI semiconductor manufacturing alongside Tesla and SpaceX.

#ElonMusk #Terafab #TSMC #Semiconductor #Texas

TSMC is in early talks over Musk's $16.8 billion Terafab, with suppliers seeing more than an 80 percent chance of a deal before TSMC's Oct. 15 earnings call.

#Chips #Intel #Musk #Semiconductors #Terafab #Tsmc

TSMCとテラファブの論争

テスラは装置自体は購入できる。しかし、TSMCをTSMCたらしめている実行力、プロセス、組織力は手に入れることはできない。

力関係は単純明快だ。テスラは生産能力を切実に必要としている。一方、TSMCは顧客も需要も不足していない。

テラファブはTSMCを必要としているが、TSMCはテラファブを必要としていない。 #tsmc #tesla #terafab

#TSMC ($TSM) eyes a Texas chip campus beyond its $265 billion Arizona plan. #Musk confirms #Terafab talks.

📈 TSMC Hits Record $472.78 Ahead of Oct 15 Q3 Print

TSMC reports Q3 on Oct 15, with analysts projecting $4.46 EPS on $45.55B revenue, above management's own guidance.

#TSM #Earnings #Tsmc

https://financier.news/

Elon Musk said talks between TSMC and his $16.8 billion Terafab project in Texas are real, but stopped short of a deal. Intel is already a partner on the 14A process.

#ChipManufacturing #ElonMusk #Semiconductors #Terafab #Tsmc

TSMC dan Elon Musk Jajaki Kolaborasi Terafab AS

#TSMC #ElonMusk #Terafab #Semikonduktor #TeknologiAI

TSMC és Elon Musk közös félvezetőgyárat tervez

#TSMC #ElonMusk #Terafab #félvezető #technológia

TSMC weighs a Texas campus of $20B+ fabs, contingent on Congress extending the 35% tax credit. #tsmc #multibilliondollar

https://wesearch.press/s/tsmc-eyes-a-multibillion-dollar-texas-campus-for-more-ai-chi-9123916a?utm_source=social&utm_medium=auto&utm_campaign=bluesky

TSMC in Talks with Elon Musk for Terafab Project

#TSMC #Terafab #ElonMusk #Semiconductors #TechNews

ICYMI: TSMC eyes Texas for its next multibillion-dollar chip campus #TSMC #ChipManufacturing

TSMC eyes Texas for its next multibillion-dollar chip campus #TSMC #ChipManufacturing

Eladta 2027-es Zen 6 készleteit az AMD

#AMD #Zen6 #Venice #TSMC #szerverprocesszor

台湾積体電路製造（TSMC）は、米国における半導体製造事業の拡大計画の一環として、テキサス州に新たな工場建設を検討している。 #TSMC
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