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Daniel Nenni's latest activity
We post articles like this for discussion. The more controversial the more discussion. The net result is valuable input from actual...
May 4, 2024
China has been buying the majority of the new and used 200mm semiconductor equipment for the last few years. China has been prepping for...
May 4, 2024
May 03, 2024 09:00 AM Eastern Daylight Time
TAIPEI, Taiwan--(BUSINESS WIRE)--NVIDIA’s next-gen Blackwell platform, which includes...
May 4, 2024
Photo illustration of Apple M4 chip colorfully springing to life from the control board of a MacBook Pro.
Rumors about Apple's M4 chip...
May 4, 2024
Valid input. But for what’s worth intel said 14A was 2 years after 18A so intel has 2 years rather than 1. It is also is worth baring in...
May 4, 2024
In the past 15 years Intel spent precious money in share buyback program, dividends, and the infamous "contra- revenue" gimmick, there's...
May 4, 2024
There were some hints the decision by Intel to pursue High-NA was made without thinking everything through. The clearest evidence is...
May 4, 2024
Some inputs for you.
1. Hi NA EUV scanner is still under development and HVM tool will be introduced as early as 2025. It will take...
May 4, 2024
Why would anyone assume it is a bad decision. Intel wasn’t forced to adopt high-NA for 14A. They looked at the numbers and thought that...
May 4, 2024
Fred: Millions of EUV printed wafers using EUV resist had been produced. There are always problems in the processes to be continuously...
May 3, 2024
Had Intel 10/7 come out when TSMC N7 and Samsung 7nm (non EUV), Intel would have done very well. But Intel had organizational issues and...
May 3, 2024
Had Anton actually attended or had any first hand knowledge he would know that TSMC has been in photonics for a while. They even said so...
May 3, 2024
Optical connectivity – and especially silicon photonics – is expected to become a crucial technology to enable connectivity for...
May 3, 2024
I thought we would talk about it in the forum this year. TSMC only allowed us a handful of slides which I posted. Honestly, there were...
May 3, 2024
Apple is intimately partnered with TSMC so they are steering the mobile processes. Apple is part of TSMC's risk aversion program so they...
May 2, 2024