https://www.bloomberg.com/news/articles/2024-09-06/tsmc-s-arizona-trials-put-plant-productivity-on-par-with-taiwan
5 replies (most recent on top)
"Why does TSMC can while Intel cannot?"
Because the high defect density of TSMC nodes has a little effect on
tiny low power smartphone chips...
That's the funny thing with the chinese propaganda from Taïwan and its
supporters.
And yes real men have fabs and the chips size matters! (see AMD CPU)
TSMC does TD 24/7/365. For half the cost of a US-based process engineer.
Intel has spent $152 billion on stock buybacks since 1990. Billion folks....
Does TSMC do that?
The board had the choice: Do what they could to keep the stock price high, or invest in technology leadership. Which did they choose?
Intel likes to have 4 duplicates of EVERYTHING in every GEO. And how many layers of management from tech to ceo? lol...
The business book “Good to Great” mentions your business “flywheel”. The concept is that your business is either spinning up as you invest more and more in your people systems and relationships or spinning down as you starve these things. Intel has been spinning down at least since BK (probably even before ACT and the not buying EUV is just the most obvious way) and oddly enough despite 4N4Y and the fab buildout Pat has continued the trend. We bought back stock while TSMC invested in capital and the capital gap that widened as a result is not small