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  1. Daniel Nenni

    One-third (32%) of projected US$1 trillion semiconductor supply could be at risk within a decade unless industry adapts to climate change

    Agreed. I have friends who are working for energy start-ups. Nuclear will be back, smaller, safer, cleaner, cheaper, as long as approval from some dumb-ass politicians don't get in the way. Does coal have a political lobby? :ROFLMAO: Billions of dollars are being invested in energy start-ups...
  2. Daniel Nenni

    One-third (32%) of projected US$1 trillion semiconductor supply could be at risk within a decade unless industry adapts to climate change

    This report is comedy but nobody is laughing? "The report is the latest instalment as part of PwC’s Protecting People and Prosperity (PPP) series" :ROFLMAO: I really don't think the pee pee pee acronym is going to catch on. Personally I am more worried about AI accelerating climate change...
  3. Daniel Nenni

    IBM eyes deeper partnership with Rapidus for sub-1nm chip development

    Because Rapidus is paying IP vendors millions of dollars up front to make up for the lack of volume. The other foundries do not do that. Most IP is royalty based so if there are no customers it is a loss for the IP vendor. IP companies generally start with TSMC since that is where the customers...
  4. Daniel Nenni

    IBM eyes deeper partnership with Rapidus for sub-1nm chip development

    Since you asked, from what I hear inside the ecosystem, Rapidus is paying IP vendors big money to port IP over. Why you ask? Because Rapidus will be lucky to ship 25k wafers per month in 2026 and no big volumes means there will be limited profits for the ecosystem unless they get paid upfront...
  5. Daniel Nenni

    IBM eyes deeper partnership with Rapidus for sub-1nm chip development

    Credit: AFP IBM is seeking a long-term partnership with Japan's Rapidus to develop sub-1nm chips, according to Yomiuri Shimbun. Building on their 2nm collaboration, IBM has deployed engineers to Rapidus's Hokkaido site, signaling deeper ties as both companies pursue next-generation...
  6. Daniel Nenni

    IBM rolls out new chips and servers, aims for simplified AI

    New Innovations Across the Full-Stack – from Silicon to Applications – Deliver Unique Value and Greater Business Continuity ARMONK, N.Y. and MUNICH, July 8, 2025 /PRNewswire/ -- Today, IBM (NYSE: IBM) revealed IBM Power11, the next generation of IBM® Power® servers. Redesigned with innovations...
  7. Daniel Nenni

    GlobalFoundries to Acquire MIPS to Accelerate AI and Compute Capabilities

    I have known MIPs since they started in 1984. This has been one crazy journey! MIPs raised $200M+ and I'm guessing this is an asset sale. Rest in Peace MIPs. Founded: 1984 Founder: John L. Hennessy, Stanford University professor (later President of Stanford and Chairman of Alphabet) Original...
  8. Daniel Nenni

    GlobalFoundries to Acquire MIPS to Accelerate AI and Compute Capabilities

    Acquisition will expand GF portfolio with cutting-edge RISC-V processor IP and software tools for real-time computing in autonomous mobility, industrial automation, datacenter and intelligent edge applications MALTA, N.Y., and San Jose, Calif., July 8, 2025 – GlobalFoundries (Nasdaq: GFS) (GF)...
  9. Daniel Nenni

    Global Semiconductor Sales Increase 19.8% Year-to-Year in May

    Worldwide chip sales increase 3.5% month-to-month WASHINGTON—July 7, 2025—The Semiconductor Industry Association (SIA) today announced global semiconductor sales were $59.0 billion during the month of May 2025, an increase of 19.8% compared to the May 2024 total of $49.2 billion and 3.5% more...
  10. Daniel Nenni

    One-third (32%) of projected US$1 trillion semiconductor supply could be at risk within a decade unless industry adapts to climate change

    - Climate change could disrupt semiconductor production as copper, used to create semiconductor circuits, faces disruption from extreme weather and drought - Semiconductors are integral to the modern digital economy, with the global semiconductor industry tipped to hit US$1 trillion by 2030 -...
  11. Daniel Nenni

    TSMC AZ President Rick Cassidy steps down; discrimination lawsuit revived

    TSMC has changed since the Morris Chang days. He was always against moving fabs outside of Taiwan but as you can see he was wrong. Clearly TSMC has learned some important lessons along the way and it has made them stronger. How did the Japan fab build go? Are there any legal actions against TSMC...
  12. Daniel Nenni

    TSMC AZ President Rick Cassidy steps down; discrimination lawsuit revived

    Not surprised. One thing you should know about CC Wei is that he does not like to lose so good luck to the opposing side. I have been through multiple legal cases on both sides of the table. Not a single one of them ever made it to court. They were all settled after discovery, depositions, and...
  13. Daniel Nenni

    Intel layoffs begin: Chipmaker is cutting many thousands of jobs

    Sources tell "Globes" that many dozens of employees have been summoned to hearings in a wave of layoffs that will see the production plant in Kiryat Gat hit hard. Intel today began implementing its latest wave of layoffs in Israel. Sources close to the matter have told "Globes" that many...
  14. Daniel Nenni

    New Intel Senior VP is from Cadence

    Srinivasan Iyengar is a former Cadence Fellow, probably followed Lip-Bu over. Good hire. Michelle Johnston Holthaus CEO of Intel Products Had a great time during my visit to the Intel Corporation Austin campus last week, also known as the "Silicon Hills.” It’s always valuable to hear what’s...
  15. Daniel Nenni

    TSMC AZ President Rick Cassidy steps down; discrimination lawsuit revived

    Maybe that is why Mark retired? He has been gone for more than a year now. Have there been issues in AZ since CC Wei took over? CC is a very different type of leader.
  16. Daniel Nenni

    TSMC AZ President Rick Cassidy steps down; discrimination lawsuit revived

    Having been in court a few times I have zero trust in lawyers and the broad net they throw and statements they make with impunity. This looks like a settlement cash grab to me. Settle or we will embarrass you. Clearly TSMC did not see merit so they chose not to be blackmailed. I know Rick...
  17. Daniel Nenni

    Esparanto ai Assets up for Sale

    We should keep a record of AI chips companies that have folded. Untethered ai and now Esparanto ai, who else? As we know a small number of chip companies are winning the AI business so the AI bubble may be popping for the smaller companies. “We were subject to incredible raids by deep-pocketed...
  18. Daniel Nenni

    NVIDIA has Free AI Online Courses

    NVIDIA offers training for diverse needs, giving individuals and teams across organizations what they need to advance their knowledge in AI, accelerated computing, data science, data center administration, graphics and simulation, networking, and more. NVIDIA 2025 Course Catalog 1. Generative...
  19. Daniel Nenni

    Samsung Electronics second-quarter profit likely to drop 39% on weak AI chip sales

    FILE PHOTO: South Korea unveils $23 billion support package for chips amid US tariff uncertainty · Reuters By Heekyong Yang SEOUL (Reuters) -Samsung Electronics is expected to forecast a 39% plunge in second-quarter operating profit on Tuesday, weighed down by delays in supplying advanced...
  20. Daniel Nenni

    TSMC to Delay Japan Chip Plant and Prioritize U.S. to Avoid Trump Tariffs

    TSMC is an exporter. Tariffs are for importers. TSMC's clients will pass tariffs onto the customers. Since there are no TSMC alternatives this will not hurt TSMC. TSMC even got further tax credits from the Big Beautiful US tax bill. TSMC is winning, the US customer is losing. I'm sure Jensen is...
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