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Search results

  1. 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...
  2. 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...
  3. 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...
  4. 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...
  5. 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...
  6. 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)...
  7. 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...
  8. 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...
  9. 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...
  10. 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...
  11. 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...
  12. 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...
  13. Daniel Nenni

    KYEC dispose of its entire 92.1619% share in (China) King Long Technology due to US restrictions

    King Yuan Electronics Co., Ltd. (2449TW) on the 26th day of April announce for subsidiary, KYEC Microelectronics Co. Ltd. to dispose of its entire 92.1619% share in King Long Technology (Suzhou) Ltd.(“KLT”) to King Legacy Investments Limited, Dense Forest Limited, LePower (HK) Limited, Anchor...
  14. 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...
  15. 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...
  16. 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...
  17. Daniel Nenni

    Micron to Onshore Leading-Edge Memory Chip Production in U.S. for First Time in Decades

    U.S. Department of Commerce Proposes up to Roughly $6.14 Billion for Micron to Expand Domestic DRAM Chip Production in Idaho and New York Micron’s Full Vision Would Create Approximately 20,000 Jobs and Catalyze up to $125 Billion in Private Capital Over Two Decades, Including Commitments of $50...
  18. Daniel Nenni

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

    Here is the first article from the symposium: By Stephen Nellis SANTA CLARA, California (Reuters) -Taiwan Semiconductor Manufacturing Co said on Wednesday that a new chip manufacturing technology called "A16" will enter production in the second half of 2026, setting up a showdown with longtime...
  19. Daniel Nenni

    UMC Reports First Quarter 2024 Results

    1Q24 results in line with guidance with wafer shipments up 4.5% QoQ First Quarter 2024 Overview1: Revenue: NT$54.63 billion (US$1.71 billion) Gross margin: 30.9%; Operating margin: 21.4% Revenue from 22/28nm: 33% Capacity utilization rate: 65% Net income attributable to shareholders of the...
  20. Daniel Nenni

    Malaysia to build massive chip design park

    Malaysian Prime Minister Anwar Ibrahim has announced a plan to build a massive chip design park© Tobias SCHWARZ Malaysia's leader on Monday announced plans to build a massive semiconductor design park, aiming to boost the Southeast Asian nation's role in the global chip industry. A prominent...
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