The absolute state of US logic chip fabs
Building the moat one Fab at a time. 100% Real American Silicon. Manufacturing powerhouse of the AI revolution.
Building the moat one Fab at a time. 100% Real American Silicon. Manufacturing powerhouse of the AI revolution.
Samsung delays $44 billion Texas chip fab — sources say completion halted because 'there are no customers'
Building the moat one Fab at a time. 100% Real American Silicon. Manufacturing powerhouse of the AI revolution.
Just FYI, Intel is in quiet period since the end of Q2 was just recent. So expect anything to pop up between June 30th and July 24th as fake, because this is the perfect time to start rumors.
Building the moat one Fab at a time. 100% Real American Silicon. Manufacturing powerhouse of the AI revolution.
Reuters Exclusive: Intel's new CEO explores big shift in chip manufacturing business
Building the moat one Fab at a time. 100% Real American Silicon. Manufacturing powerhouse of the AI revolution.
Weekly Discussion Thread
Building the moat one Fab at a time. 100% Real American Silicon. Manufacturing powerhouse of the AI revolution.
Lee Zeldin (@epaleezeldin) on X: Just toured @intel ’s massive semiconductor factory in New Mexico. American innovation has led to enormous investments in AI development and chip manufacturing right here in the US. Full steam ahead!
Building the moat one Fab at a time. 100% Real American Silicon. Manufacturing powerhouse of the AI revolution.
Trump’s Chip Tariff Threat Sparks Pushback From Auto Industry to Tech
Building the moat one Fab at a time. 100% Real American Silicon. Manufacturing powerhouse of the AI revolution.
Intel FIRES 10,000 Workers Overnight Workers Shocked
Building the moat one Fab at a time. 100% Real American Silicon. Manufacturing powerhouse of the AI revolution.
THE GOVERNOR OF THE STATE OF TEXAS WANTS TO LEGALIZE RECREATIONAL MARIJUANA IN THE STATE OF TEXAS -Lt. Gov. Patrick
Business news, resources, research, and investment discussion for publicly traded cannabis related stocks.
Weekly Discussion Thread
Building the moat one Fab at a time. 100% Real American Silicon. Manufacturing powerhouse of the AI revolution.
Abbott vetoed SB3, but there's a catch: He wants it reviewed in special session so that it can resist federal challenges.
Business news, resources, research, and investment discussion for publicly traded cannabis related stocks.
Intel reaffirms commitment to Malaysia with RM 50 billion ($11 Billion USD) reinvestment and workforce expansion
Building the moat one Fab at a time. 100% Real American Silicon. Manufacturing powerhouse of the AI revolution.
Howard Lutnick (@howardlutnick) on X: Semiconductors and computer tariffs come out after the Commerce Department finishes its analysis.
Howard Lutnick (@howardlutnick) on X: Semiconductors and computer tariffs come out after the Commerce Department finishes its analysis.
Wolfspeed, Inc. is a developer of wide bandgap semiconductors, focused on silicon carbide and gallium nitride materials and devices for power and radio frequency applications such as transportation, power supplies, power inverters, and wireless systems.
Howard Lutnick (@howardlutnick) on X: Semiconductors and computer tariffs come out after the Commerce Department finishes its analysis.
You have found the place. We don't moderate (much). Enjoy actual free discussion.
Howard Lutnick (@howardlutnick) on X: Semiconductors and computer tariffs come out after the Commerce Department finishes its analysis.
Building the moat one Fab at a time. 100% Real American Silicon. Manufacturing powerhouse of the AI revolution.
we might be cooked
Building the moat one Fab at a time. 100% Real American Silicon. Manufacturing powerhouse of the AI revolution.
Masayoshi Son Pitches $1 Trillion US AI Hub to... TSMC/Samsung, Trump Team. Yep. lol. Clear example of bias against Intel.
Building the moat one Fab at a time. 100% Real American Silicon. Manufacturing powerhouse of the AI revolution.
Texas Instruments plans to invest more than $60 billion to manufacture billions of foundational semiconductors in the U.S.
Building the moat one Fab at a time. 100% Real American Silicon. Manufacturing powerhouse of the AI revolution.
This will be the first US chip manufacturer to go bankrupt since the CHIPS act. Let that sink in. So much for onshoring semiconductors. And the ironic thing is that it will probably happen right after the semiconductor tariff gets put in place.
Wolfspeed, Inc. is a developer of wide bandgap semiconductors, focused on silicon carbide and gallium nitride materials and devices for power and radio frequency applications such as transportation, power supplies, power inverters, and wireless systems.
So TSMC and Samsung complain that there are not enough fab workers in the US, while Intel is supposedly laying off fab workers? Is there a shortage?
Building the moat one Fab at a time. 100% Real American Silicon. Manufacturing powerhouse of the AI revolution.
TSMC's Arizona Plant Successfully Ships First Batch Of NVIDIA, AMD & Apple Chip Wafers, Says Report... Will be sent to Taiwan for packaging.
Building the moat one Fab at a time. 100% Real American Silicon. Manufacturing powerhouse of the AI revolution.
Trump launches new phone, says it will be made in America, expect semiconductor tariff soon on Apple.
Building the moat one Fab at a time. 100% Real American Silicon. Manufacturing powerhouse of the AI revolution.
Weekly Discussion Thread
Building the moat one Fab at a time. 100% Real American Silicon. Manufacturing powerhouse of the AI revolution.