Below are all the posts — topics as well as replies — that mention the hashtag #fafo.
Mention #fafo in your post to continue the discussion!
Foundry is shifting from a IDM1.0 strategy of permanent, sustained overcapacity to one where the capacity is determined based on proven demand.
That will take time and eventually involve selling at least the non-EUV fabs, badge flipping at all sites and continued reductions everywhere.
Expect this to be happening even as Foundry picks up meaningful external contracts. This is because most fabs have too many tools and therefore too many engineers and techs, even when run at capacity. That is how extreme the overcapacity remains, to this day.
TSMC doesn't have an army of people at each site for Yield and other fab support. That is done at the process level, not at the fab level.
FFO is a good case of FAFO
@dy
Anyone in the auto industry who can't see a competitive threat like BYD is an embarrassing fool. That's the reality check. You can't insult your way out of it.
"I wouldn’t be surprised if that alone gets you knocked during mid year evaluations."
You will reap what you sow. Is that "daft" enough for you?
Here's another hashtag for you: #fafo
I can't wait to watch the fireworks that will play out in 2025. I'll make sure to watch it from the safe location of a remote role working for a competitor, but it's going to be a show for the ages. I think the bank should triple down on MORE woke ideology, not less! Do it for science! #fafo