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Or change the rues so you win.
While working for start-up companies the last 20+ years I have seen some amazing pivots. Lip-Bu is going to have the most important investor call next week. Either you will see an amazing pivot or Intel will be fabless in the not too distant future, my opinion.
Jensen Huang is 51 minutes in:
Stanford Engineering has played a major role in shaping the computing era, from very early innovations in electrical engineering to the creation of the first internet protocols, to the rise of AI and deep learning. This cutting-edge work continues today in...
Nvidia’s CEO says the US should ‘reduce’ dependency on other countries, onshore technology manufacturing
America’s plan to “re-industrialize” technology manufacturing is “exactly the right thing,” said Jensen Huang, CEO of the world’s leading AI chipmaker.
In an interview with CNN’s Fareed...
He added, “How much UMC can take from TSMC will be the key indicator of whether this 12nm strategy succeeds.”
UMC has 30% margins and TSMC will be close to 60% this year? The math does not workout unless TSMC is okay with UMC getting some "T Like" legacy business. I remember working with UMC a...
Executive Summary
Annualised growth rates retreated slightly in May, with Total Semiconductors growing 18.2 percent, down from last month’s 22.8 percent and March’s 18.7 percent and, whilst still in double-digit growth terrain, was still sizeably down from August 2024’s 28.5 percent cyclical...
I said Intel had not signed a TSMC N2 agreement. That was more than a year ago. I was told that all but one TSMC N3 customer had signed an N2 agreement and that was Intel.
I had hoped Intel would use 18A for all internal designs but clearly that is not the case. I do think that TSMC N2 was...
Rotterdam, July 10, 2025
The Rotterdam District Court sentenced a 43-year-old man to three years in prison. He shared technological knowledge from Dutch high-tech companies with a person in Russia. This violated EU sanctions imposed in 2014. The suspect also pleaded guilty to computer hacking...
Definitely, it was one of those 1+2=3 type of deals.
I remember when Apple was using Samsung at 28nm, they were miserable. The PDKs were not good and Samsung tells time with a calendar. Apple broke free from Samsung at 20nm and the rest is history.
TSMC N2 is going to absolutely dominate with 100% support from the ecosystems. Incredible!
https://semiwiki.com/wikis/industry-wikis/tsmc-n2-process-technology-wiki/
https://semiwiki.com/wikis/industry-wikis/tsmc-n2-vs-intel-18a-vs-samsung-sf2-wiki/
It is reported that Intel's next-generation client CPU flagship product Nova Lake-S has been taped out at TSMC's wafer fab in Taiwan. We previously speculated based on rumors that Intel will adopt its own internal 18A process and rely on TSMC's 2nm mass production technology. But according to...
Nvidia CEO to hold media briefing in Beijing on July 16
Jensen Huang, CEO of Nvidia, holds a NVIDIA DGX Cloud Lepton as he speaks during the Viva Technology conference dedicated to innovation and startups at Porte de Versailles exhibition center in Paris, France, June 11, 2025.
BEIJING...