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$SPCB Looks like first Quarter results Monday..getting excited about this one.. SuperCom to Report First Quarter 2023 Financial Results on May 15, 2023
Little Fuse ($LFUS) an alternative to semi-conductors
Argos Edge offers first fully comprehensive one-stop DRP solution
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This is only part of the problems I listed 2 other important technology that TSMC should could be moving towards, as an external person, I can say what I can Google and Search. 1) MOR / Dry Photoresist CAR do have its limits, since that N2 is still using 0.021um\^2 and there is no indication that TSMC jump into MOR, so is TSMC N2 still using CAR. Even doing double / Quad patterning, to scale down to a pitch \~30nm, that is the absorb limit to CAR, SK Hynix Jump to Dry Photoresist, what TSMC did nothing, staying loyal to TEL (Tokyo Electron) is not going to help, just like Intel stay with Nikon 10 years ago. Error rate for CAR due to uneven application of Photoresist is too high to push M0 pitch, that is clear stated by TEL presentation, 2) Pattern Sharping i.e. Applied Materials Sculpta or TEL solutions I think Intel did dive to this one, no offical documentation on this one, but I remember Applied Materials was working with Intel to bring this technology live, while TSMC seem like they did not (just not 100% certain on this one). Both of this technology help to push the edge of Low EUV. But TSMC don't seems to be this extensive use of the above 2 technology in N2 node. Therefore there is not likely that they can push SRAM density up and 0.021 um\^2 is the limit that TSMC can go. From TSMC N5 onwards, the SRAM size is not change, still 0.021 um\^2, I know Samsung have a lot of problems on leakage, but they are not that bad, else their memory line is not exist, I heard from a Korean Friends that SK is recently very aggressive in recruiting (from 2022 onward), the recently memory shortage really help SK because the increase workforce now enable them to position better. With this type of environment, I really think that Samsung will push through and make things very competitive. Also Dry Photoresist is better with EUV in general i.e. the layer is vapor deposition and layer outcome is thinner and more even, so it reduce the exposure (energy/amount/timing) requirements, therefore to jump to Dry Resist really should help, that is why SK is jumping into it. In a way, TSMC N3B already make me believed that TSMC is unable to perform Quad Patterning - required to push density higher, I could be bias, but I am not working for any of the Semi Conductor (and Equipment) manufacturing company, but I think Dry Photoresist really interesting and is going to be in my mind a key to enable Quad Patterning using EUV or enable the beyond 30nm (where 18A, N2, N3 is sitting). And I don't trust MOR that much as well, just a general feeling, without scientific proof. That why I really hate CC Wei, because his leadership is non sense.
We all needed to understand that TSMC most important customer is Apple, there is no indication that iPhone is not releasing in Sep/Oct, it is around 6 months from HVM to product available, the most educated guess is that TSMC is more reasonable to be in HVM around Feb and not Dec, the website a number of sites out there is linking is an old website from TSMC which is a prior estimate. This is a trick, just treat you did not heard that TSMC had HVM N2, as there is no indication that Apple has shift its iPhone launch schedule. TSMC N2 is going to be in HVM in Feb 2026, there is the most reasonable educated guess. As mentioned FCF have a component of growth to be added. With Intel, AMD, Qualcomm leaving or planning to leave TSMC most advance node, i.e. the most profitable, there is no indication that TSMC can fill up the gap that left by Intel, remember the first N3 class customer is launch by Apple > Intel > nVidia / AMD > mediatek > Google, that No 2 spot make Intel a more important customer to TSMC then nVidia even Intel is making a loss. That is a "-" & "-", TSMC needed to find a customer that can replaced Intel and another one to maintain growth, that seems remote, nVidia is not going to fill that gap, they need a node that has D0 < 0.1 in order to manufacture a large die area chip, which Apple and Intel did not needed, therefore even N3B was in trouble, Apple's chip is smaller (as mobile vs server) and can absorb the loss. CC Wei @ TSMC = Bob Swam @ Intel. CC Wei need to go, he lead the company into a no High NA EUV company, did not even investigate other technology e.g. Dry Photo Resist, Pattern Sharpening. Quad Patterning, i.e. Good Luck, so instead of asking why I think Samsung can catch up, the better way to ask is why do you think other will slow down, while TSMC slow down. From this webpage the slide headed EUV Lithography Process and Roadmap challenge [https://newsletter.semianalysis.com/p/lam-research-tokyo-electron-jsr-battle](https://newsletter.semianalysis.com/p/lam-research-tokyo-electron-jsr-battle) You can clear see that what TEL is thinking and that is why TSMC N2 is still at 0.021 um\^2 which is the same as Intel 18A, both 18A and N2 is already hole pitch \~36nm (the TEL slide use 26nm) i.e. what TEL think is the limit for Low NA EUV, even with multiple patterning, if TSMC is using a sharper Dry Photo Resist then might push this limit, while Line Pitch can be push by Pattern Shaping (Applied Materials), because of these limit, from day 1 I am very skeptic that TSMC can scale > 1% density (SRAM) from N3E, (N3B in itself is a kinda of fail node not going to count). Whatever TSMC is say, I am not believing since that is the limit set by a number of industry research that I read. Intel will widen the PPA gap to TSMC and Samsung will close the Gap, that is going to happen, especially under CC Wei as their CEO.
Wtf is FAX (right after TEL)?
Okay kids. Raise your hand if you've done your DD on CCCX / Infleqtion. Nobody? well fuck me, it looks like we have a bunch of fuckin regards on our hands.... CCCX / Infleqtion is an NVDA partnered quantum spac that is a leader in quantum. They are partnered with NASA, NVDA, Army, Air Force, and more They sell real quantum products right now, making 30M revenue in the last 12 months, compared to RGTI which made 7m in the last 12 months. CCCX is makes 4 times the revenue of RGTI, while also sitting at 1/3 the valuation. Churchill Capital, AKA Michael Klein's last SPAC was OKLO. The same seed investors as PLTR, ANDURIL, IONQ, etc. .... which is the US GOVERMENT THROUGH THE INVESTMENT ARM OF THE CIA KNOWN AS IN-Q-TEL This stock has a low float, while simultaneously insiders have their shares locked up for 180 days post merger. The merger should happen Dec/Jan. Based on comps alone this should be trading at $60 - $100, but I think it could go higher. I'm looking forward to the Infleqtion CEO presenting at the NVDA conference at the end of October. Look out for an investment from NVDA into this company. Things could get interesting. Position: Shares + Warrants + Options YOLO NFA regards
how bout the PLTR of quantum, CCCX Infleqtion same seed investors as PLTR, the US FUCKING GOVERNMENT THROUGH THE INVESTMENT ARM OF THE CIA CALLED IN-Q-TEL and CCCX is partnered with NVDA, NASA, DoD, and more
When Israel bombed Iran, the stock tickers TEL and AVIV dipped hard.
WTF TSLA HIT TEL AVIV during the Israel Iran conflict was my favorite this year lol
TEL and AVIV are the next rockets!🚀
Market overestimates BSX move post earnings 92% of the time. Implied is +/- 5% actual is 1.8%, not paying the premium for that, but might sell out spreads. TEL option chain is for 8/15 so that’s out, if it dips I’ll buy a couple shares
I am concerned quantum negatively affects the market outlook. Many dismiss this as a far away issue and have great reasons why this is so. But in my view it seems time frames often get revisited because knowledge and obstacle busting seem to move more like asymptotic lines than straight ones. In global bank settlement regulation, SWIFT is demanding post quantum cryptography from financial institutions by 2027, (https://cloudsecurityalliance.org/blog/2025/03/20/nistir-8547-from-pqc-standards-to-real-world-implementations) so if you think this is 15-20 years out, at least one critical global entity that moves billions of dollars in transactions everyday feels differently. That caught my eye. When I read about quantum chips it is apparent there is no physical structure like current chips. My first thought was “where will this leave ASML and a lot of the present value chain like TEL and AMAT?” And incidentally, if quantum breaks present cryptography eventually, what stops criminal organizations/cyber-warfare, it would seem shrewd for them to adopt a “harvest now, break later” approach to Bitcoin? I would love to be wrong about all of this, so enlighten me please!
How are they chosen though? I remember it once said: TSLA, SPY, HIT, TEL, AVIV That was a good one lol
I looked at TEL way back in the day. I was posting about APH years ago here. Been a long time holder. Never ended up plugging the trigger on TEL, but APH is still pretty great. I think it's a great name to have on a watchlist and wait for any pullbacks.
I definitely should have bought this one back in April! I was between this and TEL recently, and I went with the latter for now. I liked that TEL was just about to break its old all time high at the time
What happened to TEL and AVIV?
Rotational into industrials cause war and politics Those that make the small things that go into BIG things will do worse but be steadier than the BIG BOYS CAT DE RNBMY RYCEY make stuff that does stuff 🤑 APH ETN TEL makes the stuff that goes into stuff that does stuff 🤑
Material science / chemical engineering production scale tooling companies, it’s the gating factor of everything. (They internally develop the capability for scale; and therefore profitability of a product to market). Semi is reaching multiple impassable stone walls to progress with litho and substrate materials. Battery improvements are stuck up against this. Even fashion, footwear, appliances, medical, construction, food… ***everything***. These are boring and well mature companies, some even paying dividends, but they’ll be chugging along and any future global societal success will be on their shoulders. Anyone striking it rich with the novel IP will be flashes in the pan compared to their steady uptick. Added to that fact, the cost barrier to entry is so vast that there’s a near guarantee of no start-up ‘shaking up the market’. Just pick a basket of all the big boys as there will be ebb and flow on who’s number 1 as each unlock a new production technology. Companies:- **Nano scale tooling:** AMAT / TEL / ASML / LAM / KLA / Carl Zeiss / ASM / JEOL / Hitachi High Tech (China is innovating rapidly as a consequence of export controls, and likely the closest thing to a market shakeup : AMEC / Naura) **Chemical manufacturing / Complex Material Manufacturing** BASF / Dow Inc / LG chem / Formosa Plastics / INEOS / Heraeus Group / Mitsubishi Chemical Group / Heidelberg Materials / Owen’s Corning / 3M / Toray / Dupont / Kyocera / Corning Inc List goes on. Some of these companies are part of wider conglomerates or are unlisted / privately owned businesses, but you get the gist. Semi tooling suppliers are likely inflated rn from AI / major fab investments, but I don’t think they’ll regress back to their boom / bust cycles of old.
Nothing will top SPY TSLA HIT TEL AVIV WTF
https://preview.redd.it/6foie6wfej8f1.png?width=1107&format=png&auto=webp&s=4bde7aad7fe3b5992bced0bf9c15ba040ff3a9ee LOL from HIT TEL AVIV a couple days ago to HIT PHAT AZZ
look TEL AVIV index lol they’re mocking you americans you’ll pay for everything as usual
There was a HIT TEL AVIV one the other day
HIT TEL AVIV WTF was funny. This is reaching, guys.
if TSLA is HIT ing TEL AVIV, do the left buy TSLAs now or what?
$TEL and $AVIV have been blowing up this quarter. Massive fire sale
Based on the expert guidance in this sub I dumped my life savings into WTF SPY HIT TEL AVIV AZZ When do I get rich?
It doesn’t even distinguish between text and tickets. So if a bunch of comments say, “did you see this going on in Tel Aviv is….” It will register TEL and AVIV as tickers and put them up on the board if it can match the ticker to a real stock on an exchange. Which is why regard doesn’t show up on the chart there is no ticker named REGARD
Retards were spamming shit like i hope we HIT TEL AVIV thats why those tickers start trending lmao
TEL and AVIV are going to rocket.
All I'm saying is AVIV TSLA HIT TEL WTF
I already miss when it said TSLA HIT TEL AVIV
I swear someone out there is buying HIT just cuz someone said HIT TEL AVIV multiple times
Izrael trying to pump TEL AVIV
What happened to HIT TEL AVIV wsb mods?
A TSLA SPY has HIT TEL AVIV. Bullish on TSLA
I see the tickers say "HIT" "TEL" "AVIV" again.
the SPY TeSLA HIT TEL AVIV. WHAT THE FUCK? Did Iran use Starlink? Elon is a known Russian asset, so it tracks.
TEL AVIV? 🚩 https://preview.redd.it/l66pid3ldz7f1.png?width=1080&format=png&auto=webp&s=9efdca87ae5519db40db5c3696dd7f7ca140fc3e
You didn’t hear? TSLA HIT TEL AVIV WTF.
Obviously TSLA has SPY satellites that are armed and will HIT TEL AVIV, WTF is happening
A SPY TSLA just HIT TEL AVIV and WTF are you doing dodging the draft.
What does HIT TEL AVIV even mean?
I am going to wear a HIT TEL AVIV t-shirt at the next HTA rally
Can we talk about $NKE so it sits right next to $HIT $TEL $AVIV
Should have opened puts on "TEL AVIV NOW"
HIT TEL AVIV Clever clever.
Why the fuck it show HIT TEL-AVIV ? https://preview.redd.it/7ua4ey74jy7f1.jpeg?width=1206&format=pjpg&auto=webp&s=d1383a82e7e1d4fd7bfbfd6e028b984810941d5d
Web regards HIT TEL AVIV WTF
Alright who's picking the stocks on the board? It says HIT | TEL | AVIV
mods banning political talk but the god of reddit putting TEL AVIV in the showing tickers
Are mods messing with us, why are tickers showing this? SPY TSLA HIT TEL AVIV WTF
How did it change to SPY > TSLA > HIT > TEL > AVIV > WTF???
my SPY goes WTF when she HIT on my TEL AVIV while TSLA is watching from the cuck chair
She's a 10 but she won't let you HIT HER TEL AVIV WTF
lmao the irony of the stock names SPY TSLA HIT TEL AVIV WTF
Hehe. TEL AVIV. 2 random tickers next to each other as Isreal beats up Iran.
SPY TSLA HIT TEL AVIV WTF Are the algorithms communicating with us
TEL and AVIV and WTF being three of the stocks back to back on the highlights for this thread is hilarious
What's up with the stock names? HIT TEL AVIV WTF?
I can't believe a Tesla just HIT TEL AVIV
SPY HIT TEL AVIV WTF tickers are really tripping me out
now i have to buy TEL and AVIV and idek what they do u dumb cunts
That's good TEL, just a liiiitle further to the left.
Somebody really needs to remove TEL AVIV right now. Like just remove TEL AVIV
Remove TEL AVIV from the board! Yes, TEL AVIV
TSLA SPY HIT TEL AVIV WTF It’s because Elon went sober. He would’ve never done this on K. 😞
hahaha dumb mod is putting up stock tickers AVIV and TEL but people aint talking about those xD
This board just gets more amusing as the day rolls on. WTF, a TSLA has HIT TEL AVIV. Just need to replace SPY with something like BRO. Trying to amuse myself here. OPEN the damn casino!!
TEL AVIV index is up while the actual building for the israeli market was hit with a rocket cant make this shit up
TSLA SPY HIT TEL AVIV, WTF is happening?
TSLA HIT TEL AVIV WTF. its always tesla
HIT TEL AVIV WTF. Y’all are wild for that
Why are the tickets under "what are your moves tomorrow" they literally say HIT TEL AVIV :(
The correct answer is to span TEL a little
Mods just refusing to fix AVIV TEL huh
HIT, TEL, AVIV, WTF lol
https://preview.redd.it/g61xks8wgw7f1.png?width=627&format=png&auto=webp&s=0b4cd061846bcdc97c720f2de4076f8fd96e1794 uhhh this HAS TO be a subliminal message mods?? TEL AVIV????
WSB trending tickers HIT TEL AVIV WTF seemsgood
A SPY will HIT TEL AVIV
WTF TEL AVIV just got HIT. https://preview.redd.it/xep6qtx95w7f1.jpeg?width=1284&format=pjpg&auto=webp&s=786ad9c31e7b8cfaa907939eae8e0c21c0c83b54
Puts on TEL, calls on AVIV?
AVIV TEL Mods fix your shit
TEL AVIV . Is this some subliminal message ?
HIT, TEL, AVIV. Dang, looks like it's back.
We did it guys! We HIT TEL AVIV
The board is telling us that a TSLA has HIT TEL AVIV. Guess Musk is trialing FSD in Israel now.
HIT AVIV TEL Mod is trying to tell us something here
TEL AVIV so funny you guys
The board is showing HIT TEL AVIV I’m sensing a theme here. 😂
Based on the ticker mentions leaderboard, it is without a shadow of a doubt that TEL AVIV got HIT because of TSLA and GOOG's SPY. Rumors suggest the SPY's identity is a man who goes by the name of Sam Hyde, a man responsible for terror attacks across the globe for the past 40 years and known to work for the highest bidder.
Is it a joke that the tickers marked are "HIT" "TEL" "AVIV"???
Things are continually getting crazy here. $TEL, $AVIV, $KIM, $KPOP, Today I see $WH, and don't forget $POLE now and they all showed up green. 2 big beautiful poles, one for bears, and the other for bulls. Still waiting for Iran's one big beautiful surprise tonight that the world will remember.
PRAYER THREAD FOR OUR TEL AVIV WSB BROTHER u/idanfl8 🙏😔
Yesterday we had ticker symbols TEL & AVIV Today we’ve got KIM & KPOP. Someone’s having fun with these