SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : AMD, ARMH, INTC, NVDA -- Ignore unavailable to you. Want to Upgrade?


To: Joe NYC who wrote (72666)12/2/2025 3:27:22 AM
From: Joe NYCRespond to of 73088
 
It just happens that Lisa was elected (appointed) new chair of SIA. And as her first act, she awarded Noyce Award to both C.C. Wei and Mark Liu (former TSMC CEO). Very noyce.

It seems a lot of future upside will depend on which company was able to negotiate enough capacity from TSMC. I have a feeling that AMD will be above par. Lisa giving too awards to TSMC seems a little bit too much on the noyce, buy I will take it.