Chad-Bu Tan: Do Everything, Win.
Posts mentioning hashtag #lbtisgod
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It's Good To Be King.
Ya Shoulda Bought The Stock!
Chad-Bu Tan: Do Everything, Win.
CEO gonna CEO
Maybe true, but LBT is more likely to fix what is broke than make it more broker.
I don't believe OP is ready for the stock to go to $60.
LBT is making Intel Awesomerererer!!
The TSMC lifestyle company is so sad that they can't keep up.
Looks like 18A is ready for production, at least for small die.
Company is not being very specific but it does seem like 18A continues to be challenged for yield, yet if it can produce enough useable die then that pays the bills, and yield will improve over time.
Considering all that they stuffed into it (TD is like Memento, it never remembers the past), just getting to the start of the prod ramp is notable.
Looks like the stock got this priced in prior to the F52 show and tell. Not everything is about mega cap tie ups.
Naga can say whatever, but once 18A is ramping, that likely enables the next round of layoffs. TD and the fabs are still far too overstaffed.
Also expecting to see some non-EUV fab sales at some point, as they will never be used for external customers. Sell them to a lagging-edge foundry now, using contracts for the existing WSPW to sweeten the deal. This is just the kind of deal LBT is good at.