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Conversation with Diane Bryant, Broadcom, Celestial AI, Former Intel Data Center Group President
Diane Bryant, independent director for Broadcom Inc., Celestial AI Inc., Haemonetics Corp. and mmTron Inc., joins theCUBE’s John Furrier and Dave Vellante at theCUBE + NYSE Wired: Robotics & AI Infrastructure Leaders 2025 event. With decades of leadership in enterprise tech, Bryant offers a...- Daniel Nenni
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- Forum: SemiWiki Main Forum ( Ask the Experts! )
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Global Semiconductor Market Size Worth USD 1.2 Trillion by 2034
I remember some boom and bust years but AI is definitely a boom which means there will be another bust coming. Any guesses as to when?- Daniel Nenni
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- Forum: SemiWiki Main Forum ( Ask the Experts! )
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Silvaco to Acquire Mixel, Inc. a Provider of Low-Power, High-Performance Mixed-Signal Connectivity IP Solutions
SANTA CLARA, Calif., July 29, 2025 (GLOBE NEWSWIRE) -- Silvaco Group, Inc. (“Silvaco”) (NASDAQ: SVCO), a provider of TCAD, EDA software, and SIP solutions that enable semiconductor design and digital twin modeling through AI software and innovation, today announced that it has entered into a...- Daniel Nenni
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- Forum: Silvaco
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Global Semiconductor Market Size Worth USD 1.2 Trillion by 2034
Based on TSMC's growth my prediction was $1T in 2030, so close enough. The semiconductor industry was just over $20B when I started in 1984. Amazing!- Daniel Nenni
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- Forum: SemiWiki Main Forum ( Ask the Experts! )
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Global Semiconductor Market Size Worth USD 1.2 Trillion by 2034
Global Semiconductor Market Outlook: 2025 to 2034 The global semiconductor market is entering a transformative era, projected to grow from USD 627.76 billion in 2025 to USD 1,207.51 billion by 2034, at a compound annual growth rate (CAGR) of 7.54%. This robust growth reflects rising global...- Daniel Nenni
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Global Pure-Play Semiconductor Foundry Revenues to Grow 17% YoY in 2025, Driven by AI, High-Performance Computing Chips
The takeaway for me is that since TSMC owns the 3nm and 2nm nodes (90%+ market share) all they have to do is track TSMC revenue. TSMC will grow 30%+ this year and next so that is the number to watch.- Daniel Nenni
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- Forum: SemiWiki Main Forum ( Ask the Experts! )
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Nvidia-backed Enfabrica releases system aimed at easing memory costs
Which is exactly why I started SemiWiki. I had never guessed that it would be this bad though. Hopefully AI will replace them soon. I have friends at Efabrica. I showed them the article and they mentioned that Samsung is an investor! :LOL: They have silicon so I expect them to be acquired...- Daniel Nenni
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- Forum: SemiWiki Main Forum ( Ask the Experts! )
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Nvidia-backed Enfabrica releases system aimed at easing memory costs
"Those HBM chips are supplied by makers such as SK Hynix and Micron Technology." Funny that they did not mention Samsung :LOL:- Daniel Nenni
- Post #3
- Forum: SemiWiki Main Forum ( Ask the Experts! )
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Nvidia-backed Enfabrica releases system aimed at easing memory costs
SAN FRANCISCO (Reuters) -Enfabrica, a Silicon Valley-based chip startup working on solving bottlenecks in artificial intelligence data centers, on Tuesday released a chip-and-software system aimed at reining in the cost of memory chips in those centers. Enfabrica, which has raised $260 million...- Daniel Nenni
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Powering AI: Could U.S. Brownfield Semiconductor Fabs Fuel the Hyperscale Boom?
Hyperscale computing – mega data centers with tens of thousands of servers – is all about achieving massive scale in computing, typically for big data or cloud computing. As artificial intelligence (AI) continues to drive a surge in global computing demand, a critical question is emerging: how...- Daniel Nenni
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Global Pure-Play Semiconductor Foundry Revenues to Grow 17% YoY in 2025, Driven by AI, High-Performance Computing Chips
The global pure-play semiconductor foundry industry’s revenue is projected to swell to a record $165 billion in 2025, up from $105 billion in 2021, a healthy 12% CAGR between 2021 and 2025. Advanced nodes (7nm and below) will contribute to more than 56% of total revenue in 2025, driven by AI...- Daniel Nenni
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Ceva Retains Top Spot in Wireless Connectivity IP in Latest IPnest Report
68% market share in 2024; Cements Ceva’s dominance in Bluetooth, Wi-Fi, UWB, 802.15.4 and cellular IoT IP and integral role of connectivity for smart edge devices as demand grows ROCKVILLE, MD - July 29, 2025 – Reinforcing the company’s pivotal role in enabling the intelligent, connected world...- Daniel Nenni
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- Forum: CEVA
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Nvidia orders 300,000 H20 chips from TSMC due to robust China demand
BEIJING/SHANGHAI/NEW YORK (Reuters) -Nvidia placed orders for 300,000 H20 chipsets with contract manufacturer TSMC last week, two sources said, with one of them adding that strong Chinese demand had led the U.S. firm to change its mind about just relying on its existing stockpile. The Trump...- Daniel Nenni
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What is Moore's Law?
Moore's Rule of Thumb, I like it!- Daniel Nenni
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- Forum: SemiWiki Main Forum ( Ask the Experts! )
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Samsung to Produce Tesla Chips in $16.5 Billion Multiyear Deal
The Samsung 2nm PDK was a mess so this was not a PDK based decision. Tesla worked with both TSMC and Samsung on previous designs. I really think this is a Texas driven deal since Tesla is big in Texas which is why Elon Musk moved there. I also think Elon wanted control of a fab and only Samsung...- Daniel Nenni
- Post #55
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Samsung to Produce Tesla Chips in $16.5 Billion Multiyear Deal
I do not think Elon Musk and Lip-Bu Tan would be good business partners for this kind of venture. Vey different business styles and personalities. Unless Musk bought Intel outright and mushed it into his xAI conglomeration. It also said the deal was signed before Lip-Bu took over. “Samsung...- Daniel Nenni
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- Forum: SemiWiki Main Forum ( Ask the Experts! )
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Cadence Reports Second Quarter 2025 Financial Results
28 Jul 2025 Exceeded Q2 Guidance for Revenue & Non-GAAP EPS Raising 2025 Revenue, Non-GAAP EPS & Cash Flow Outlook SAN JOSE, Calif.— Cadence (Nasdaq: CDNS) today announced results for the second quarter of 2025. Second Quarter 2025 Financial Results Revenue of $1.275 billion, compared to...- Daniel Nenni
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- Forum: Cadence
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Samsung to Produce Tesla Chips in $16.5 Billion Multiyear Deal
TSMC has been making Tesla's chips without problem. The first one was on N7 and the new one is on N4. Samsung made Tesla chips on 14nm and 7nm. Samsung's 5nm had serious yield problems as did 3nm. Samsung in Texas will make 4nm and 2nm chips. It must be a good value proposition for Tesla for...- Daniel Nenni
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- Forum: SemiWiki Main Forum ( Ask the Experts! )
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Why Samsung is losing its top talent to SK Hynix
A rigid hierarchy and risk-averse culture are driving a quiet exodus from Korea's chip giant After a decade overseeing DRAM processes at Samsung Electronics, a 43-year-old engineer known as A accepted a job at SK hynix in 2023. What surprised him most wasn’t the technical work—it was the...- Daniel Nenni
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Samsung to Produce Tesla Chips in $16.5 Billion Multiyear Deal
I agree, this is the type of deal that Intel Foundry can do. It is more than just wafer sales, they really are joint development agreements (JDAs). I'm not sure how well Musk will integrate into the Samsung culture when trying to automate their fabs with robots but it will certainly be a...- Daniel Nenni
- Post #32
- Forum: SemiWiki Main Forum ( Ask the Experts! )