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Search results

  1. Daniel Nenni

    AMD CEO says U.S.-made TSMC chips are more expensive, but worth it — costs 'more than 5% but less than 20%' higher than Taiwan-sourced alternative

    Morris is a great politician but off camera he did not value the US Workforce in comparison to Taiwan. And remember, Morris Chang worked at TI for 25 years and TSMC established TSMC North America the same year they were founded, in 1987. Morris knew what he was talking about. Now look at the...
  2. Daniel Nenni

    Intel Reports Second-Quarter 2025 Financial Results

    Could the TSMC AZ wafers be cheaper than Taiwan wafers with Tariffs? Go TSMC AZ!
  3. Daniel Nenni

    Intel Reports Second-Quarter 2025 Financial Results

    If a customer thought they could have a competitive edge by working with Intel Foundry they would. But you are right, altruistic they are not. My optimism is based on Lip-Bu. I have complete confidence in him.
  4. Daniel Nenni

    Intel Reports Second-Quarter 2025 Financial Results

    Could be, Lip-Bu and Hock Tan run in the same circles. MediaTek would be interesting. The CEO is Rick Tsai who was tossed from TSMC by Morris Chang. I was actually shocked when MediaTek partnered with Intel Foundry due to the Taiwan connection but if Qualcomm is getting preference at TSMC...
  5. Daniel Nenni

    Intel Reports Second-Quarter 2025 Financial Results

    I believe he did, which is a very honest answer. He clearly said it was not a Field of Dreams situation where you build capacity and customers come. TSMC does not do that. TSMC get's pre pays and wafer agreements then builds capacity which is what LBT will do. CC Wei always says capacity is...
  6. Daniel Nenni

    Intel Reports Second-Quarter 2025 Financial Results

    This has already been published by other outlets: Memo from Lip-Bu Tan July 25th 1:01pm to All Intel Employees:
  7. Daniel Nenni

    Intel Reports Second-Quarter 2025 Financial Results

    Customers must fund this, not investors. If customers want a second source here in the United States Intel Foundry will succeed. If customers are comfortable with a single source out of Taiwan then so be it. I believe 75% of TSMC's business is from North America so it is in everyone's best...
  8. Daniel Nenni

    The Next Modest Chapter in the TSMC Chronicles, Towards the half-trillion US Dollar in Revenue

    Are these chiplet designs? Much different than full chips. I had heard that Intel is using design teams in India for TSMC designs? Either way I can assure you they are separate teams in "data clean" environments so there is no overlap.
  9. Daniel Nenni

    The Next Modest Chapter in the TSMC Chronicles, Towards the half-trillion US Dollar in Revenue

    This is very true. You also have to consider NDAs. If your team is designing to TSMC N2 it is not allowed to design to 18A or SF2. So, you will need two teams for the implementation phase of IC design. QCOM used to have their own design rules which allowed them to multi source. I was in on a...
  10. Daniel Nenni

    Mobileye raises annual revenue view on strong self-driving chip demand

    Mobileye was using both TSMC and Samsung for 7nm but from what I was told it is mainly TSMC N7 and N5 now due to yield issues with Samsung. Mobileye may also be buying under the Intel agreement with TSMC.
  11. Daniel Nenni

    Mobileye raises annual revenue view on strong self-driving chip demand

    Illustration shows Mobileye logo · Reuters (Reuters) -Self-driving technology firm Mobileye Global raised its forecast for fiscal 2025 revenue on Thursday, anticipating a rise in orders for its autonomous driving chips as customers clear existing inventory. Shares of the company rose over 4%...
  12. Daniel Nenni

    The Next Modest Chapter in the TSMC Chronicles, Towards the half-trillion US Dollar in Revenue

    I do not think it would be second source. Apple would have to go all in with Intel like they did with TSMC at 20nm. The whole Apple working with Intel on 14A is just me talking to myself, no facts involved. It is one way Intel could stay in the foundry business. If not Apple it could be QCOM. I...
  13. Daniel Nenni

    AMD CEO says U.S.-made TSMC chips are more expensive, but worth it — costs 'more than 5% but less than 20%' higher than Taiwan-sourced alternative

    For N3 it is approximately 10%, not even close to 20% but maybe that is N2. Either way, the majority of AMD's wafers will come from Taiwan. Apple is pushing hard on AZ capacity so that there is where most of it is going in my opinion. TSMC AZ is a brilliant political move by CC Wei. Morris...
  14. Daniel Nenni

    Intel beats shareholder lawsuit over $32 billion stock plunge

    I hope the plaintiff has to pay defendants costs! Here is an AI summary of the complaint: The document is a class action complaint filed on May 3, 2024, in the U.S. District Court for the Northern District of California by Plaintiff Patricia Quille against Intel Corporation, CEO Pat Gelsinger...
  15. Daniel Nenni

    Intel beats shareholder lawsuit over $32 billion stock plunge

    (Reuters) -A federal judge dismissed a lawsuit accusing Intel of defrauding shareholders by concealing problems in a business where it manufactured chips for outside customers, leading to a $32 billion one-day plunge in its market value. While saying she "understands plaintiffs' frustrations,"...
  16. Daniel Nenni

    The Next Modest Chapter in the TSMC Chronicles, Towards the half-trillion US Dollar in Revenue

    Apple absolutely does not like Samsung. Competition, misappropriated IP, etc... Being exclusive to TSMC also has benefits, like flying first class versus economy. CC Wei is also a tough negotiator, much better at customer relations than Morris Chang or Rick Tsai. No way would CC let Apple...
  17. Daniel Nenni

    Texas Instruments stock falls 13% as CEO warns of tariff concerns

    Key Points - Texas Instruments shares dropped after the company issued weak earnings guidance and said uncertainty over tariffs has weighed on demand. - The midpoint of the company’s third-quarter earnings forecast came up short of analysts’ expectations. - CEO Haviv Ilan said some of the...
  18. Daniel Nenni

    White House to unveil plan to push US AI abroad, crackdown on US AI rules, document shows

    Funny note, EDA spent 20 years getting China to respect software rights and made good progress resulting in billions of dollars in revenue. In the past China companies would buy one copy of software which we would call a site license because it would be cloned hundreds if not thousands of times...
  19. Daniel Nenni

    The Next Modest Chapter in the TSMC Chronicles, Towards the half-trillion US Dollar in Revenue

    A "reasonable price" is debatable. Samsung used to sell wafers for 20% less than TSMC. If you are one of TSMC's top 5 customers that is a lot of money. I don't think there is any question that if there was a viable alternative to TSMC at 3nm or 2nm the wafer prices would be lower. But true, the...
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