Array
(
    [content] => 
    [params] => Array
        (
            [0] => /forum/search/296942/?c%5Busers%5D=Daniel+Nenni&o=date&page=5
        )

    [addOns] => Array
        (
            [DL6/MLTP] => 13
            [Hampel/TimeZoneDebug] => 1000070
            [SV/ChangePostDate] => 2010200
            [SemiWiki/Newsletter] => 1000010
            [SemiWiki/WPMenu] => 1000010
            [SemiWiki/XPressExtend] => 1000010
            [ThemeHouse/XLink] => 1000970
            [ThemeHouse/XPress] => 1010570
            [XF] => 2021770
            [XFI] => 1050270
        )

    [wordpress] => /var/www/html
)

Search results

  1. Daniel Nenni

    Mixel Supports Automotive SerDes Alliance (ASA) Motion Link SerDes IP

    Mixel is the industry’s first pure play silicon IP provider to support ASA-ML SerDes San Jose, CA – (BUSINESS WIRE, July 23, 2025) – Mixel®, Inc. (Mixel), a leading provider of mixed-signal intellectual property (IP), announced today its support for Automotive SerDes Alliance Motion Link...
  2. Daniel Nenni

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

    In my analysis the only thing holding Nvidia back from being #1 is TSMC capacity and packaging since mobile is not growing at the rate AI is and Apple pays less per wafer than Nvidia. What are your numbers? I agree with the Apple using Intel Foundry issue but Apple is sharing TSMC with...
  3. Daniel Nenni

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

    Agreed, but TSMC has no competition so it is less of a problem in my opinion. I would expect Nvidia to beat Apple at some point in time, probably next year. Here are my guestimates for 2025: Apple: ~22% Nvidia: ~20% AMD: ~7% Qualcomm: ~7% MediaTek: ~5% Broadcom: ~5% Intel: ~4% Marvell: ~3% NXP...
  4. Daniel Nenni

    WHITE HOUSE UNVEILS AMERICA’S AI ACTION PLAN

    I was telling my nephew the same thing as he looks at trade schools. I also think AI will push the IT industry hard. Every company will have some sort of AI and that is going to stress the on premise infrastructure. My brother is in IT for a very large company. They are replacing support people...
  5. Daniel Nenni

    WHITE HOUSE UNVEILS AMERICA’S AI ACTION PLAN

    WASHINGTON, DC – The White House today released “Winning the AI Race: America’s AI Action Plan”, in accordance with President Trump’s January executive order on Removing Barriers to American Leadership in AI. Winning the AI race will usher in a new golden age of human flourishing, economic...
  6. Daniel Nenni

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

    Trump to outline AI priorities amid tech battle with China (Reuters) -The Trump administration is set to release a new artificial intelligence blueprint on Wednesday that aims to relax American rules governing the industry at the center of a technological arms race between economic rivals the...
  7. Daniel Nenni

    CCP (Global Times): TSMC Arizona Lost $441MM USD in 2024

    Serious propaganda. The TSMC build in Arizona was definitely political but it was at the request of customers and those customers most certainly new the costs associated with making wafers in America. Looking back I think it was a brilliant move by CC Wei. Morris Chang was outspoken against it...
  8. Daniel Nenni

    US startup xLight raises $40 million in race against China for key chipmaking laser

    Pat Gelsinger on LinkedIn After decades in the semiconductor industry, I’ve learned that foundational breakthroughs don’t come often, but when they do, they reshape everything. Congratulations to the xLight Inc. team! One of the most critical technologies in advanced manufacturing is...
  9. Daniel Nenni

    US startup xLight raises $40 million in race against China for key chipmaking laser

    Leaders of the U.S. startup xLight, which is developing a chip manufacturing laser, Vice President of Accelerator Systems Bruce Dunham, Vice President for Global Policy and Public Sector Partnerships Ben Purser, Vice President of Photon Systems Chris Anderson, Chief Executive Officer and Chief...
  10. Daniel Nenni

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

    That is the way it should be. Competition breeds innovation, let the best country win. Letting other countries use our AI is brilliant. Collaboration will win the AI race, absolutely. President Donald Trump is laser-focused......... I'm trying to figure out how a 79yo man can be laser focused...
  11. Daniel Nenni

    $55 Billion Michigan Chip Plant Cancelled Amid Tariff Uncertainty and Economic Turmoil

    Proposed investment is a bit subjective. Maybe it is the lifetime of the fab? :ROFLMAO: I'm sure someone did some fuzzy math here to make politicians look good.
  12. Daniel Nenni

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

    Agreed but CC Wei has a strong competitive streak that Morris Chang did not which has made a big difference in the foundry business. There is a language issue so sometimes his jokes do not translate but yes he is very funny. On the investor calls CC does not like repetitive questions and will...
  13. Daniel Nenni

    $55 Billion Michigan Chip Plant Cancelled Amid Tariff Uncertainty and Economic Turmoil

    Personally I think there is a serious AI bubble in the semiconductor industry. Right now TSMC and Nvidia are the biggest winners but other semiconductor companies are benefitting as well. When the semiconductor AI bubble bursts, and believe me it will, these fab projects (Ohio) will come...
  14. Daniel Nenni

    Intel swings the axe again as it looks to lose 5,000 staff

    I have seen via LinkedIn some seriously underqualified people leave Intel. Executive coaches? Market analysts with zero semiconductor education or experience? Did they layoff the masseuse and feng shui staff as well? Lip-Bu is absolutely doing a long overdue spring cleaning. The investor call...
  15. Daniel Nenni

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

    A message reading "AI artificial intelligence", a keyboard, and robot hands are seen in this illustration taken January 27, 2025. REUTERS/Dado Ruvic/Illustration/File Photo WASHINGTON, July 22 (Reuters) - The White House on Wednesday intends to publish a plan that calls for the export of...
  16. Daniel Nenni

    How Hackers Could Attack TSMC

    In my experience TSMC has top notch security. I used to think it was overkill but not anymore. If you think about the amount of data that goes between TSMC/Partners/Customers it really is overwhelming and security is part of trust so the most trusted foundry had better have top notch security.
  17. Daniel Nenni

    Nvidia CEO's China charm offensive underscores rock star status in key market

    Nvidia CEO Jensen Huang arrives for the opening ceremony of the third China International Supply Chain Expo (CISCE) in Beijing, China July 16, 2025. REUTERS/Florence Lo/File Photo - Huang's third visit this year highlights Nvidia's commitment to Chinese market - Huang mixed with fans, taking...
  18. Daniel Nenni

    How Hackers Could Attack TSMC

    It was on LinkedIn which is not much better.
  19. Daniel Nenni

    How Hackers Could Attack TSMC

    Is this how cybersecurity experts pitch companies? Take a report like this public to get attention? Or is this what happens after a customer like TSMC ignores you? Interesting approach.
  20. Daniel Nenni

    How Hackers Could Attack TSMC

    David Sehyeon Baek Investment, Cybersecurity (EDR, Network, XDR), Threat Intelligence (Dark Web/Deep Web/OSINT), Ethical Hacking, Innovation, Strategy, Business Dev, Marketing, IT, International Relations, Diplomacy, M&A, IPO, Policy July 21, 2025 Many TSMC Endpoints Are Already Compromised...
Back
Top