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  • semi_equip_junkie semi_equip_junkie Dec 13, 2012 2:27 PM Flag

    Apple orders seen squeezing TSMC’s gross margins

    Not bad...margins might be far better than "expected"
    IMHO too much Barron's, Forbs, seeking alfa, fool,wallsheet garbage floating around.

    Oct 22, 2012 – While we believe Intel will remain vigilant in the ramp of 14nm, as Intel ... to 14nm (80-90% of equipment bought at 22nm is reusable at 14nm node), we ... Barclay's Muse said:
    do you know what Intel's depreciation schedule is for equipment?
    is it linear or can they use progressive

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