Jon Y
Person on 3 sites
Makes Asianometry, video essays on the history and economics of semiconductors and East Asian industry.
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1 channel on ppll (opens ppll.app)
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6 beliefs on korrents (opens korrents.com)
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TSMC's 2021 capital spending was far larger than the industry expected, and the size of the jump was the news rather than the profit. (opens korrents.com)
“Well, this $20 billion in retrospect was far too little.”
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TSMC's real advantage over its foundry rivals is that it can outspend them, not that it is technically ahead. (opens korrents.com)
“Unlike Chartered and SMIC, they have the power of the purse and they leverage it like few other companies can.”
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TSMC raises capital spending when it believes a wave of demand is coming, rather than after the demand has arrived. (opens korrents.com)
“I think TSMC thinks a fat pitch is coming.”
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TSMC's 2021 capital spending was far larger than the industry expected, and the size of the jump was the news rather than the profit. (opens korrents.com)
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1 recommendation on rcmnd (opens rcmnd.app)
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晉江茶堂 (opens rcmnd.app)
“I took these photos at the 晉江茶堂 restaurant in Taipei. Highly recommended Hakka restaurant. Prepare to wait a long time in line.”
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晉江茶堂 (opens rcmnd.app)