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Search results

  1. Daniel Nenni

    Intel, Qualcomm say exports to China blocked as Beijing objects

    Illustration shows Intel logo (Reuters) -Intel said its sales would take a hit on Wednesday after the U.S. revoked some of the chipmaker's export licenses for China, in a move Beijing complained was going too far in the name of national security. Intel did not disclose the name of the Chinese...
  2. Daniel Nenni

    America Projected to Triple Semiconductor Manufacturing Capacity by 2032, the Largest Rate of Growth in the World

    U.S. forecast to increase its domestic chip manufacturing by 203% in the decade following enactment of the CHIPS and Science Act—and expand its share of the world’s total fab capacity for the first time in decades—according to new Semiconductor Industry Association/Boston Consulting Group report...
  3. Daniel Nenni

    Apple introduces M4 chip

    M4 enables the breakthrough design and stunning display of the new iPad Pro, while delivering a giant leap in performance M4 is a system on a chip (SoC) that advances the industry-leading power-efficient performance of Apple silicon. CUPERTINO, CALIFORNIA Apple today announced M4, the latest...
  4. Daniel Nenni

    Apple working on AI chips for data centers, WSJ reports

    (Reuters) - Apple is developing its own chip to run artificial intelligence software in data centers, the Wall Street Journal reported on Monday, citing people familiar with the matter. The project, internally codenamed as Project ACDC (Apple Chips in Data Center), aims to leverage Apple's chip...
  5. Daniel Nenni

    UMC Reports Sales for April 2024

    TAIPEI, Taiwan--(BUSINESS WIRE)--United Microelectronics Corporation (NYSE: UMC; TWSE: 2303) (“UMC”), today reported unaudited net sales for the month of April 2024. (*) All figures in thousands of New Taiwan Dollars (NT$), except for percentages. (**) All figures are consolidated Additional...
  6. Daniel Nenni

    TSMC’s Advanced Packaging Capacity is fully booked for next two years by Nvidia and AMD

    TSMC, the world’s leading semiconductor manufacturer, has announced that its advanced packaging capacity is fully booked for the next two years. This development comes as Nvidia, AMD, and Guanghuida secure TSMC’s cutting-edge packaging technologies for their high-performance computing (HPC)...
  7. Daniel Nenni

    CHIPS for America Announces $285 million Funding Opportunity for a Digital Twin and Semiconductor CHIPS Manufacturing USA Institute

    Today, the Biden-Harris Administration issued a Notice of Funding Opportunity (NOFO) seeking proposals from eligible applicants for activities to establish and operate a CHIPS Manufacturing USA institute focused on digital twins for the semiconductor industry. Digital twins are virtual models...
  8. Daniel Nenni

    How to Build a $20 Billion Semiconductor Fab

    Intel fab under construction in Ireland, via Intel Ireland For the last several decades, one avenue of technological progress has towered over nearly everything else: semiconductors. Semiconductors are materials that can have their conductivity varied by many orders of magnitude, which makes it...
  9. Daniel Nenni

    TSMC dominates global foundry market with 61% market share in 4Q23, says Counterpoint

    Credit: DIGITIMES Counterpoint released the global foundry market share ranking for the fourth quarter of 2023, showing that TSMC maintained its leadership status with a 61% market share driven by strong demand from AI and the restocking of smartphones. TSMC 5nm capacity utilization reached...
  10. Daniel Nenni

    Sam Altman says helpful agents are poised to become AI’s killer function

    Open AI’s CEO says we won’t need new hardware or lots more training data to get there. AP PHOTO/JON GAMBRELL, FILE A number of moments from my brief sit-down with Sam Altman brought the OpenAI CEO’s worldview into clearer focus. The first was when he pointed to my iPhone SE (the one with the...
  11. Daniel Nenni

    Japan's Rapidus fab to compete with TSMC, Samsung for 2nm chips

    The Rapidus fab in northern Japan will have a blanket of grass over the top and use very little water and artificial light and rely on 100% renewable energy. It will be ready for production of 2nm process node chips in early 2027, according to an executive. (Rapidus) Rapidus remains on track to...
  12. Daniel Nenni

    Demand for NVIDIA’s Blackwell Platform Expected to Boost TSMC’s CoWoS Total Capacity by Over 150% in 2024

    May 03, 2024 09:00 AM Eastern Daylight Time TAIPEI, Taiwan--(BUSINESS WIRE)--NVIDIA’s next-gen Blackwell platform, which includes B-series GPUs and integrates NVIDIA’s own Grace Arm CPU in models such as the GB200, represents a significant development. TrendForce points out that the GB200 and...
  13. Daniel Nenni

    Apple M4 chip rumors: Everything you need to know

    Photo illustration of Apple M4 chip colorfully springing to life from the control board of a MacBook Pro. Rumors about Apple's M4 chip are all the rage right now, with the latest claiming that we might see the M4 chip debut in the new iPad Pro at Apple's "Let Loose" event on May 7. That rumor...
  14. Daniel Nenni

    TSMC Jumps Into Silicon Photonics, Lays Out Roadmap For 12.8 Tbps COUPE On-Package Interconnect ?

    Optical connectivity – and especially silicon photonics – is expected to become a crucial technology to enable connectivity for next-generation datacenters, particularly those designed HPC applications. With ever-increasing bandwidth requirements needed to keep up with (and keep scaling out)...
  15. Daniel Nenni

    Legacy Chip Overcapacity in China: Myth and Reality

    Photo: REBECCA BAILEY/AFP/Getty Images Washington and Brussels are in the midst of a policy funk over the possibility that China’s industrial policies could do to the market for legacy chips—or what some in the industry prefer to refer to as “mature-node semiconductors”—something similar to...
  16. Daniel Nenni

    US moves to bar Huawei, other Chinese telecoms from certifying wireless equipment

    FILE PHOTO: The logo of the Huawei Technologies Co. Ltd. is seen outside its headquarters in Shenzhen, Guangdong province WASHINGTON (Reuters) -The Federal Communications Commission is moving to prevent Huawei, ZTE and other foreign companies deemed to pose U.S. national security concerns from...
  17. Daniel Nenni

    Video: Intel Adds ASML’s First High NA EUV Tool to Oregon Factory

    ASML’s High Numerical Aperture (High NA) Extreme Ultraviolet (EUV) lithography scanner sits in Intel Oregon’s D1X test manufacturing factory, where it is going through its final calibration. It is as big as a double-decker bus and weighs as much as a blue whale. It will shoot lasers at light...
  18. Daniel Nenni

    Semiconductor Industry Update Webinar - Registration Now Open

    There’s now just one week before our May semiconductor industry update webinar. Will this year’s 16 percent growth forecast hold strong? How much longer can IC ASPs show double-digit growth? What will be the repercussion of the poor first quarter sales? When will IC unit growth resume? What will...
  19. Daniel Nenni

    Nvidia employees say CEO Jensen Huang is 'not easy to work for.' He says that's how it should be.

    Nvidia CEO Jensen Huang has no qualms about being a demanding leader. Huang told "60 Minutes" that accomplishing "extraordinary things" required hard work. The CEO is known for juggling 50 direct reports while running the $2 trillion company. Nvidia CEO Jensen Huang has a reputation for being a...
  20. Daniel Nenni

    Apple quietly builds AI dream team, but final product remains mystery: report

    Apple (NASDAQ:AAPL) has faced criticism of being late to the party in revealing its latest artificial intelligence innovations, but the iPhone maker has stealthily built a dream team of AI experts, according to an analysis by the Financial Times. Apple has built this team, in part, by...
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