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Search results

  1. Daniel Nenni

    Intel first quarter 2024 earnings of

    We were briefed on Intel HNA-EUV: https://semiwiki.com/semiconductor-services/344572-intel-high-na-adoption/
  2. Daniel Nenni

    Biden Makes $11 Billion Push to Beat China at Chip Research

    (Bloomberg) -- The Biden administration’s efforts to revitalize the chip industry have mostly focused on doling out multibillion-dollar grants for domestic factories. But there’s a less-discussed side to the push: turning cutting-edge semiconductor research into a more enticing field for...
  3. Daniel Nenni

    TSMC’s debacle in the American desert Missed deadlines and tension among Taiwanese and American coworkers are plaguing the chip giant’s Phoenix expans

    By local contractor you mean the bloated and corrupt unions we have here in the US? Maybe TSMC is not used to paying bribes? I'm sure Samsung is. :ROFLMAO:
  4. Daniel Nenni

    UMC Reports First Quarter 2024 Results

    Salary and bonus structure. When TSMC is doing well TSMC employees do real well!
  5. Daniel Nenni

    Intel first quarter 2024 earnings of

    TSMC mentioned that mature nodes are down while advanced nodes are up. I have always said TSMC can eat GF alive if they wanted to and now I think they want to. TSMC did a whole section on specialty technologies which is clearly targeting GF and other boutique foundries. Unique embedded...
  6. Daniel Nenni

    Intel first quarter 2024 earnings of

    Intel 14A, the first process node in the industry to use High NA EUV technology. TSMC bragged a little bit about EUV and how they were the first and have the majority of the EUV systems installed etc... They did however stumble a bit when asked about HNA-EUV. TSMC said they do not need it for...
  7. Daniel Nenni

    TSMC's New N4C

    I'm not convinced the US pricing plan is going to work. So much negative feedback at the Symposium on that. In my experience cost is everything when it comes to wafers. Maybe some of the big systems companies will pay extra but most chip companies who have margin pressures will not. Would your...
  8. Daniel Nenni

    TSMC's New N4C

    The TSMC Symposium was full of surprises. I do not remember a process from TSMC branded as cost effective but here it is: And here is where it fits in the updated TSMC roadmap: TSMC N4P is a big node so I understand the reasoning behind N4C and I hope it will be the N4 version that Arizona...
  9. Daniel Nenni

    TSMC says 'A16' chipmaking tech to arrive in 2026, setting up showdown with Intel

    What do you think of the new NanoFlex? An updated version of FinFlex?
  10. Daniel Nenni

    Intel first quarter 2024 earnings of

    TSMC stated at the symposium that N2 has more design starts than N3 which is a big statement considering N3 has 99% market share versus Intel 3 and Samsung 3nm. Speaking of packaging, TSMC was all about packaging pointing out that TSMC has been packaging chips with customers for more than 10...
  11. Daniel Nenni

    Intel first quarter 2024 earnings of

    Samsung has big internal logic business like Intel which is the benefit of being an IDM Foundry. Samsung also has big internal and external memory business making them the #1 semiconductor company in the world, right? No way they are giving any of that up. If you really look at it, Samsung is...
  12. Daniel Nenni

    TSMC says 'A16' chipmaking tech to arrive in 2026, setting up showdown with Intel

    Wouldn't that be the same for Intel BSPD? Or is this TSMC specific? Also the TSMC and Intel implementations are different. Do you have thoughts on why TSMC did that?
  13. Daniel Nenni

    Huawei-led Chinese firms aim to make advanced memory chips by 2026

    FILE PHOTO: The logo of the Huawei Technologies Co. Ltd. is seen outside its headquarters in Shenzhen, Guangdong province (Reuters) - A group of Chinese chip companies led by Huawei Technologies and backed by the country's government aims to produce high-bandwidth memory (HBM) semiconductors, a...
  14. Daniel Nenni

    Intel first quarter 2024 earnings of

    We were pleased to announce Microsoft as our fifth Intel 18A customer. We also updated our lifetime deal value to greater than 15 billion and extended our roadmap with Intel 14A, the first process node in the industry to use High NA EUV technology. I have asked my friends at Microsoft, both in...
  15. Daniel Nenni

    Intel first quarter 2024 earnings of

    Patrick Gelsinger Thanks, John, and welcome, everyone. We reported solid Q1 results, delivering revenue in-line and EPS above our guidance as we continue to focus on operating leverage and expense management. Our results reflect our disciplined approach on reducing costs as well as the steady...
  16. Daniel Nenni

    China Taking Taiwan, Fear Mongers Rule

    By young do you mean under 30yo? If so I would agree 100%. I saw a similar thing in China. I was at a celebration with 500+ people right before the pandemic and a CCP video was shown at the end of the event. It celebrated the communist overthrow with a strong military theme (tanks, marching...
  17. Daniel Nenni

    China Taking Taiwan, Fear Mongers Rule

    Like Israel and Palestine, Ukraine and Russia, the China and Taiwan problem does not have an equitable solution. Talk about it, protest it, go to war over it, there still is no solution. Taiwan is still a democracy and they have spoken. That should be respected. The world has such a violent...
  18. Daniel Nenni

    UMC Reports First Quarter 2024 Results

    TSMC and UMC HQ fabs are not far away. I have gone from one to another and back many times and you do see and feel the difference. TSMC is the rockstar and UMC is the backup dancer.
  19. Daniel Nenni

    TSMC Celebrates 30th North America Technology Symposium with Innovations Powering AI with Silicon Leadership

    Here is where it is being discussed. There is a lot more to follow: https://semiwiki.com/forum/index.php?threads/tsmc-says-a16-chipmaking-tech-to-arrive-in-2026-setting-up-showdown-with-intel.20109/
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