Saturday, September 28, 2024

SEMI: China is projected to invest $100B+ on chipmaking equipment from 2025 to 2027, followed by South Korea at $81B, Taiwan at $75B, and the Americas at $63B (Toby Sterling/Reuters)

Toby Sterling / Reuters:
SEMI: China is projected to invest $100B+ on chipmaking equipment from 2025 to 2027, followed by South Korea at $81B, Taiwan at $75B, and the Americas at $63B  —  Semiconductor manufacturers will spend a record $400 billion on computer chip-making equipment in 2025-2027 …



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Sources: TSMC's execs took to calling Sam Altman a "podcasting bro" after he said it would take $7T and many years to build 36 chip plants to fulfill his vision (New York Times)

New York Times : Sources: TSMC's execs took to calling Sam Altman a “podcasting bro” after he said it would take $7T and many years t...