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Tag Archives: TSMC

Leading is not Everything

September 1, 2022by D/D Advisors Leave a comment

Everyone tends to forget that most of the world’s semiconductor capacity runs on old nodes. The trailing edge has a lot to offer and is in many ways just as important to the supply chain as the leading edge.

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Silicon

Are US Semis too expensive?

May 10, 2022by D/D Advisors 6 Comments

TSMC has world leading semi manufacturing skills, but Morris Chang’s claim of “50% cost advantage” has more to do with currency than hazy notions about the US workforce’s capabilities. Nonetheless, bringing fabs back to the US will be challenging.

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Analyst Decoder Ring, Silicon

Intel Selects Option C – All of the Above

March 23, 2021by D/D Advisors 13 Comments

Intel Selects Option C – All of the Above – Intel is going to invest $20 billion in manufacturing and open up its fabs to outside foundry customers. A bold confident signal, now they just have to execute on it.

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Apple, Silicon, Strategy

How China’s Semis Complex Invests for Growth

May 29, 2020by D/D Advisors 15 Comments

The irony is, at a time when the US is looking for government subsidies for specific chip companies, China is using turbocharged capitalism to build its next generation of chip companies.

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China, Components, Qualcomm, Silicon, Strategy, The Valley

How Can (Should) the US Re-Build Its Semis Industry?

May 18, 2020by D/D Advisors 3 Comments

UPDATED: This is an updated version of our post to reflect TSMC’s announcement this morning. This has been a busy week for the semiconductor industry. This topic has been eating […]

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Management, Qualcomm, Silicon, Strategy, Tin Foil Hat

And then there were four…or three… or maybe it’s two

August 31, 2018by D/D Advisors 2 Comments

There have been some important developers in the semiconductor market this week that have unsettled the semiconductor world. The news was that Global Foundries has exited the market for 7nm […]

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Analyst Decoder Ring, Apple, China, Components, M&A, Silicon, Stocks, Strategy, The Street

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