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  1. Daniel Nenni

    The adoption of ASML's High-NA EUV lithography tools is being delayed by major chipmakers due to their extremely high cost—about $360–400 million per

    I see zero chance for Intel 14A to be HNA-EUV with HVM prior to 2030, as Pat G promised. Maybe they can run some HNA-EUV wafers with limited layers in OR since they already have 2 systems for R&D but not for mass production. Just my opinion of course.
  2. Daniel Nenni

    Nvidia CEO meets China’s commerce minister to discuss AI cooperation, foreign investment

    https://semiwiki.com/wikis/industry-wikis/jensen-huang-wiki/
  3. Daniel Nenni

    The adoption of ASML's High-NA EUV lithography tools is being delayed by major chipmakers due to their extremely high cost—about $360–400 million per

    The adoption of ASML's High-NA EUV lithography tools is being delayed by major chipmakers due to their extremely high cost—about $360–400 million per machine—and uncertain return on investment. TSMC is taking a cautious approach, skipping High-NA for its upcoming 2nm and A16 nodes, instead...
  4. Daniel Nenni

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

    On July 16, Michigan Governor Gretchen Whitmer confirmed that Sandisk has scrapped plans to build a massive semiconductor manufacturing facility in Mundy Township, Genesee County. The decision ends a proposed $55 billion investment that was expected to create up to 10,000 jobs and become one of...
  5. Daniel Nenni

    Rapidus Achieves Significant Milestone at its State-of-the-Art Foundry with Prototyping of Leading-Edge 2nm GAA Transistors

    Sorry, it is 1M+ N3 wafers per year, not month. Actually, I think it is closer to 1.5M and should grow to 2M in 2026. Yet N3 capacity is tight per CC Wei on the recent call. Exciting times in the semiconductor industry, absolutely.
  6. Daniel Nenni

    Ex-Intel CEO backs Trump's sovereign wealth fund plan — and says it can help the US keep up with China in the tech race

    I would argue that TSMC would not have succeeded without Phillips. Phillips made a big investment (27% stake) and made the technology available for TSMC to get started. Phillips also gave TSMC a global reach and the confidence fabless customers needed to take the initial risk with a new foundry...
  7. Daniel Nenni

    TSMC Reports Second Quarter Revenue Increased 44.4% Year-Over-Year

    TSMC to Speed Up Arizona Expansion to Meet Soaring Chip Demand Chip maker reports record quarterly earnings despite tariff uncertainty TSMC has been a major beneficiary of soaring demand for the chips needed for AI. Photo: ann wang/Reuters Taiwan Semiconductor Manufacturing TSM...
  8. Daniel Nenni

    EE Times’ 25th revision of the Silicon 100

    The Silicon 100 list for 2025 spotlights the most promising private semiconductor and hardware-related startups across the globe. Curated annually by EE Times, the report reflects companies pushing the frontier in AI chips, chiplets, IP, photonics, advanced packaging, and EDA tools. This year's...
  9. Daniel Nenni

    Nvidia CEO meets China’s commerce minister to discuss AI cooperation, foreign investment

    Nvidia CEO Jensen Huang in Beijing: On Xiaomi: “I’d love to buy a Xiaomi car.” On Huawei: “Anyone who underestimates Huawei is extremely naive.” On Apple: “Their AI has its rhythm.” On DeepSeek: “An undeniable technological breakthrough.” On China’s AI future: “Everything is in place; success is...
  10. Daniel Nenni

    Rapidus Achieves Significant Milestone at its State-of-the-Art Foundry with Prototyping of Leading-Edge 2nm GAA Transistors

    Broadcom is running test chips with no big red flags thus far. Toyota, Sony, Denso, Kioxia, and NEC are investors so they are probably doing test chips as well. The close partnership with big customers is the key to the foundry business. Intel Foundry had better get some big customers to help...
  11. Daniel Nenni

    Rapidus Achieves Significant Milestone at its State-of-the-Art Foundry with Prototyping of Leading-Edge 2nm GAA Transistors

    One thing I can tell you is that Rapidus is investing HEAVILY in the ecosystem. They will outrun Intel 18A and Samsung 2F in regards to commercial IP by the end of the year, absolutely. Of course, all IP is developed on TSMC first then ported over. In contrast to Samsung Foundry where you have...
  12. Daniel Nenni

    Rapidus Achieves Significant Milestone at its State-of-the-Art Foundry with Prototyping of Leading-Edge 2nm GAA Transistors

    First prototypes successfully demonstrate electrical characteristics as the company continues to hit targets leading up to 2027 mass-production TOKYO, July 18, 2025—Rapidus Corporation, a manufacturer of advanced logic semiconductors, today announced that prototyping has started for its 2nm...
  13. Daniel Nenni

    TSMC Reports Second Quarter Revenue Increased 44.4% Year-Over-Year

    Follow your favorite stocksCREATE FREE ACCOUNT Signage for Taiwan Semiconductor Manufacturing Company (TSMC) at it’s fabrication plant in Phoenix, Arizona, US, on Monday, March 3, 2025. Rebecca Noble | Bloomberg | Getty Images Taiwan Semiconductor Manufacturing Company CEO C.C. Wei on...
  14. Daniel Nenni

    Nvidia CEO meets China’s commerce minister to discuss AI cooperation, foreign investment

    In a meeting with Jensen Huang, Minister Wang Wentao says China’s doors are wide open for Nvidia and other multinational firms Wency Chenin Shanghai Published: 9:00pm, 18 Jul 2025 Chinese Commerce Minister Wang Wentao met Nvidia CEO Jensen Huang on Thursday to discuss artificial intelligence...
  15. Daniel Nenni

    TSMC Reports Second Quarter Revenue Increased 44.4% Year-Over-Year

    AI summary of the call: On July 17, 2025, TSMC held its Q2 2025 earnings call, hosted by Director of Investor Relations Jeff Su. Senior VP and CFO Wendell Huang presented the quarterly financial performance, Q3 guidance, and long-term financial expectations. Chairman and CEO Dr. C.C. Wei...
  16. Daniel Nenni

    TSMC Reports Second Quarter Revenue Increased 44.4% Year-Over-Year

    That was an easy listen, not much new, but it was interesting to hear about TSMC AZ accelerating capacity plans. That is real good news!
  17. Daniel Nenni

    Times Chip Memory's restructuring failed: The "savior" defaulted, causing the 13 billion 12-inch wafer factory to fall into the abyss again

    Recently, the administrator of Jiangsu Advanced Memory Semiconductor Co., Ltd. (hereinafter referred to as "Advanced Memory") issued an announcement, officially announcing that its reorganization plan had completely failed due to serious default by investors. This incident not only marks the end...
  18. Daniel Nenni

    TSMC Reports Second Quarter Revenue Increased 44.4% Year-Over-Year

    I am curios as to why TSMC is sticking with the 30% 2025 growth number. Clearly they are going to exceed that number unless tariffs or something else nefarious is looming?
  19. Daniel Nenni

    TSMC Reports Second Quarter Revenue Increased 44.4% Year-Over-Year

    Hello all, Please find the photos from today's (July 17) TSMC 2Q2025 earnings conference at the link below. Thank you! https://drive.google.com/drive/folders/1icD3MxAkpsBJ9L3rU32LncEymSirZMYP?usp=sharing Best regards. TSMC PR Division
  20. Daniel Nenni

    Ex-Intel CEO backs Trump's sovereign wealth fund plan — and says it can help the US keep up with China in the tech race

    Here is the problem, sometimes he does and sometimes he does not, but with his conviction you will not know the difference.
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