Semiwiki on LinkedIn Semiwiki on Facebook Semiwiki on Twitter Register / Log in 
Array
(
    [content] => 
    [params] => Array
        (
            [0] => /forum/search/296942/?c%5Busers%5D=Daniel+Nenni&o=date&page=7
        )

    [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

Search the forum Search Semiwiki WordPress
  1. Daniel Nenni

    Synopsys Completes Acquisition of Ansys

    EDA continues to get smaller. Synopsys, Cadence, and Siemens EDA: Three big dogs eating out of one bowl, not a pretty sight. (Joe Costello). Thankfully there were quite a few EDA start-ups at DAC this year leveraging AI but they are no match for the EDA Oligarchy. Expect another strong AI...
  2. Daniel Nenni

    Synopsys Completes Acquisition of Ansys

    Siemens acquires Altair to create most complete AI-powered portfolio of industrial software Siemens extends leadership in simulation and industrial AI as it closes acquisition of Altair Engineering Inc. Acquisition strengthens position of Siemens as a leading technology company and expands its...
  3. Daniel Nenni

    Synopsys Completes Acquisition of Ansys

    Creating the Leader in Engineering Solutions from Silicon to Systems News Highlights: Combines leaders in silicon design, IP and simulation and analysis to enable customers to rapidly innovate AI-powered products Now positioned to win in an expanded $31 billion total addressable market (TAM)1...
  4. Daniel Nenni

    TSMC Reports Second Quarter EPS of NT$15.36

    HSINCHU, Taiwan, R.O.C., Jul. 17, 2025 -- TSMC (TWSE: 2330, NYSE: TSM) today announced consolidated revenue of NT$933.79 billion, net income of NT$398.27 billion, and diluted earnings per share of NT$15.36 (US$2.47 per ADR unit) for the second quarter ended June 30, 2025. Year-over-year, second...
  5. Daniel Nenni

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

    HSINCHU, Taiwan, R.O.C., Jul. 17, 2025 -- TSMC (TWSE: 2330, NYSE: TSM) today announced consolidated revenue of NT$933.79 billion, net income of NT$398.27 billion, and diluted earnings per share of NT$15.36 (US$2.47 per ADR unit) for the second quarter ended June 30, 2025. Year-over-year, second...
  6. Daniel Nenni

    Huawei, the leader in Chinese semiconductor development… ‘Life or death’ for SMIC 5nm mass production next year

    I agree with Jensen on this one. Depriving China of US chips only makes Huawei and SMIC stronger. We can sell N-1 or N-2 GPUs and fend them off globally. Whoever controls the chips controls the world!
  7. Daniel Nenni

    China-linked hackers target Taiwan's chip industry with increasing attacks, researchers say

    FILE PHOTO: Illustration picture of semiconductor chips on a circuit board (Reuters) -Chinese-linked hackers are targeting the Taiwanese semiconductor industry and investment analysts as part of a string of cyber espionage campaigns, researchers said on Wednesday. While hacking to steal data...
  8. 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

    Pat Gelsinger warned the US risks falling behind without bold, state-backed investment in key technologies. ODD ANDERSEN/AFP via Getty Images - Intel's ex-CEO backed Donald Trump's plan for a US sovereign wealth fund to boost the tech sector - In an op-ed for The Wall Street Journal, Gelsinger...
  9. Daniel Nenni

    Marvel and TSMC strengthen partnership to dominate custom semiconductor market

    TSMC logo./Courtesy of News1 Marvel, which is emerging as a strong player in the application-specific integrated circuit (ASIC) market, has revealed plans to collaborate with Taiwan Semiconductor Manufacturing Company (TSMC) on advanced processes below 3nm (nanometer, or one billionth of a...
  10. Daniel Nenni

    Jensen Huang says the US needs to win a key people battle with China

    - If the US wants to lead in AI, it needs to win over the world's developers, Jensen Huang said. - "50% of the world's AI developers are in China," the Nvidia CEO said. - The US should stop restricting access and focus on expanding its tech influence, Huang added. Nvidia's CEO, Jensen Huang...
  11. Daniel Nenni

    Nvidia CEO Jensen Huang says 'we don't have to worry' about the Chinese military using US chips to improve their capabilities because 'they simply can

    Have you tried ChatGPT and DeepSeek side by side? I have been using ChatGPT for the past 2+ years and it is improving dramatically. Not just speed but also quality of content. I don't think Nvidia is worried much about chip competitors.
  12. Daniel Nenni

    Intel Nova Lake-S uses TSMC N2 process Tape-Out

    Yes, with chiplets. Big monolithic designs 2-3 years. Apple does SoCs every year but they are generally incremental rather than a complete redesign.
  13. Daniel Nenni

    Semiconductor Fundamentals Are All Weak

    I remember when it was $500B (thanks to Andy Grove the best Intel CEO ever) and that was back when $500B was a lot of money. :ROFLMAO:
  14. Daniel Nenni

    Semiconductor Fundamentals Are All Weak

    Current market Caps: Nvidia (~ $4 trillion) Microsoft (~ $3.7 trillion) Apple (~ $3.1 trillion) Amazon (~ $2.5 trillion) Alphabet (Google) (~ $1.9 trillion) Meta Platforms (~ $1.8 trillion) IBM (~ $264 billion)
  15. Daniel Nenni

    Intel Nova Lake-S uses TSMC N2 process Tape-Out

    Both. Intel is using N2 for high performance tiles. They will also use 18P and N3. That is the bonus of using chiplets (tiles). https://semiwiki.com/wikis/industry-wikis/intel-18ap-process-technology-wiki/
  16. Daniel Nenni

    The $500 billion fab race: US ramps up, China closes in

    US strengthening semiconductor dominance despite China’s ambitions to reach 30% capacity share in 2030 Last month, Yole Group published its annual report, Status of the semiconductor foundry industry 2025, documenting the ongoing investment race among the semiconductor players. The speed of...
  17. Daniel Nenni

    Nvidia CEO Jensen Huang says 'we don't have to worry' about the Chinese military using US chips to improve their capabilities because 'they simply can

    Chinese firms rush to buy Nvidia AI chips as sales set to resume - Nvidia expects US licences for H20 sales soon - Chinese companies scramble to order chips - Huang to brief media in Beijing during supply chain expo - Nvidia also unveils new AI chip specifically for China - AMD to resume...
  18. Daniel Nenni

    Nvidia CEO Jensen Huang says 'we don't have to worry' about the Chinese military using US chips to improve their capabilities because 'they simply can

    Wayne Gretzky: "I skate to where the puck is going to be, not where it has been." In regards to semiconductors, US Politicians can't even skate. :cautious:
  19. Daniel Nenni

    Semiconductor Fundamentals Are All Weak

    Supply is not a problem as legacy fabs are running at 70-80% capacity. TSMC leading edge fabs are closer to 100%. The big offset is unit sales and ASP. AI chips are ridiculously priced so while the semiconductor industry will certainly hot $1T in the coming years the unit count will be much...
  20. Daniel Nenni

    Nvidia CEO Jensen Huang says 'we don't have to worry' about the Chinese military using US chips to improve their capabilities because 'they simply can

    Nvidia CEO Jensen Huang sat down with CNN's Fareed Zakaria on Sunday to discuss a variety of issues, including the ongoing AI race between the US and China. Zakaria asked Huang about the previous bipartisan consensus regarding the restriction of high-end AI hardware to China, and to speak...
Back
Top